Succinct Summation of Week’s Events 1.13.17
Succinct Summations for the week ending January 13th, 2017. Positives: NASDAQ 100 hit an all-time high. MBA mortgage application index...
Howard Marks: The Problems with Expert Opinions
Howard Marks, co-founder of Oaktree Capital Group, is one of the smartest guys I know. Each quarter, he sends out a letter to investors...
2016 in headlines
“First, no one really knows what events are going to transpire. And second, no one knows what the market’s reaction to those...
Climate Change is Costly; Serious Climate Policy is a Bargain
Climate Change is Costly; Serious Climate Policy is a Bargain Brian Deese, Jason Furman White House Blog, January 12, 2017 ...
10 Friday AM Reads
Happy Friday the 13th! Stay lucky with our morning train reads: • Davos Wonders If It’s Part of the Problem: Did the global...
Cliff Asness: Are Markets Efficient?
AQR Capital’s Chief Investment Officer describes his unique value & momentum quant strategy. Are Markets Efficient?...
The Seven Year Glitch
@TBPInvictus here Though my political leanings should be apparent to anyone who’s read some of the pieces I’ve written...