Learning to say “I Don’t Know”
The Three Most Important Words? ‘I Don’t Know’ If you don’t understand an investment idea, you’re not...
Can’t Find Qualified Applicants? Raise Your Pay!
Having Trouble Hiring? Try Paying More Job-market data suggests that employer demand may have caught up with labor supply. Bloomberg,...
Labor Force Participation Rate is a Tale of Two Genders
Labor Force Participation Rate: Men (Percent, Seasonally Adjusted) Source: Fred A Job-Market Tale in Two Charts Maybe...
Cheer! FDIC Fund is at Post Crisis Highs
There is some good news in bank land. The Federal Deposit Insurance Corp. just released its quarterly banking profile update (executive...
Buy A House Already!
Still a Lot of Negativity on Housing Maybe the millennials will fix things. Bloomberg, August 24, 2016 There has been a steady...
Inflation (if you look in the right places)
Inflation isn’t dead; it just might not be where you think it is. To find significant price increases, you need only look in the...
2% & 20% & How Much?!?
By now, almost every finance aficionado knows about the problems in the hedge-fund industry. With almost $3 trillion in assets under...
The Counterfactual on QE
Why We’re Still Arguing Whether QE Worked It’s hard to know what works in economics. But policy experiments in the states...
How I Build My Reading Lists
How to Build the Perfect Reading List in 3 Steps Enjoy your morning Ritholtz’s Reads? Here’s how they happen. Bloomberg,...
Should you invest like a billionaire? (Probably not.)
Invest Like a Billionaire (If You Are One) The wealthiest among us have plenty of investing advice. That doesn’t mean you should...