NFP, Inflation & Conspiracy Theories
Economics, Data and Conspiracy Theories The idea that the U.S. government cooks the books on economic data doesn’t hold up to...
Global Asset Prices and the Taper Tantrum Revisited
Torture: An Executive Summary
What You Need to Know .. There’s a media storm regarding the Senate torture report … appropriately. But much of the report was...
Obama on Colbert: The Word
“To Health in a Handbasket” The Colbert ReportGet More: Daily Show Full Episodes,Indecision Political Humor,The Colbert...
10 Tuesday PM Reads
My afternoon train reads: • WTF?!? Jack Bogle: I Wouldn’t Risk Investing Outside the U.S. (Bloomberg) • A Dozen Things...
Masters in Business: Jonathan Miller
click for audio In the latest “Masters in Business” podcast, I speak with Jonathan Miller, co-founder of Miller...
Folklore of Finance
I really enjoyed this report by State Street, which discusses how often Folklore dominates financial decision-making. Well worth the...
10 Tuesday AM Reads
Is today the day that oil finally catches a bid? If prices keep falling this fast, Elon Musk won’t need all those batteries! Oh,...
Peter Pan, Oil & Portfolio Management
“Peter Pan, Oil & Portfolio Management” David R. Kotok December 8, 2014 Magic ensued when Mary...