This is from Jason Zweig’s site via Abnormal Returns. Think about it. But don’t think too hard about it. 🙂 “All of us would be better investors if we just [ … ]
Charts O’ the Day: Emerging Markets on Sale?
Here’s some macro perspective for you. Yesterday, Barclay’s strategists published some good insights putting the recent underperformance of emerging markets in perspective. Value investors and macro investors alike might find some useful info here….
Is Obesity a Market Failure?
I’ve attached a video below which is pretty interesting and involves a very important discussion. As you likely know, obesity is becoming an increasingly significant problem. And this means that there are innumerable societal costs associated with what is quickly becoming an epidemic. But is this a market failure? Or a market success?
Weak Retail Sales = Weak Q1 GDP
Goldman Sachs described this morning’s retail sales report a “significant disappointment”. As a result, they’re cutting Q1 GDP estimates to 1.9%.
Is “Maximizing Shareholder Value” a Myth?
“Maximizing Shareholder Value” – A potentially dangerous concept, but not a myth….
About that 1929 Chart…The Details Matter
A big fuss has been made in recent days about the analog chart comparing the current market rally to the 1929 rally (I posted a brief snippet here which did [ … ]
Chart ‘O the Day: Let’s Stop with the 1929 Comparisons, Okay?
This is not 1929. So let’s stop with that, okay?
Mister Market’s Worsening Bi-polar Disorder….
Volatility is back. Well, actually, the last year has been more volatile than you likely think. It’s just that the rate of change in volatility has been extremely short-lived when [ … ]
When Will the Fed End Its Zero Rate Policy?
Pretty interesting research piece here from the San Francisco Fed. It provides an analysis of the timing of a future rate hike. You can read the whole thing here, but the conclusion is pretty simple: