10 Thursday AM Reads
My morning train reads: • QE worked, but not as advertised (Columbia Management) • Kuroda Has Draghi in a Bind as Euro Soars Against...
Fisher: It’s Very Dangerous to `Tamper’ With Fed
Federal Reserve Bank of Dallas President Richard Fisher talks about the central bank’s independence, monetary policy and economy....
Two Election Winners
Two Election Winners David R. Kotok, November 5, 2014 Two winners emerge after the election. One is the Gini...
10 Wednesday PM Reads
My afternoon train reads: • Win the White House, Lose the Midterms (Bloomberg) • Oil-Glut Move Spurs Further Losses Crude Hits a...
Disbelief in Equities is What is Driving Them Higher
As a fan of investor psychology, I find sentiment intriguing. Measuring it is a challenge. We can’t trust what people say because they...
10 Wednesday AM Reads: Post Election Edition
It is the morning after the night before, and there is a new Senate in town. Its a special election edition of our morning train reads:...
Senator Vol Wins
Senator Vol Wins November 4, 2014 David R. Kotok The winner of today’s election is volatility. In fact, “Senator...