This is from an Economic Times article over the weekend: “Eugene Fama, who shares this year’s 8 million crown ($1.2 million) prize with Robert Shiller and Lars Peter Hansen, said [ … ]
My Question for Readers – is College a bad Investment?
I usually wait for you guys to ask me questions, but I am going to turn the tables on you here. Now, I am a huge proponent of investing in [ … ]
Central Banks are Still Constraining Net Securities Supply
This is one of the more important charts out there today. One of the impacts of QE is that it reduces the amount of outstanding portfolio options for investors. When [ … ]
Rail Traffic Remains Consistent with Growth
Rail traffic has been a little choppy these last few weeks because of some unevenness in the seasonality of the reports, but the overall trend has remained strong. This week’s [ … ]
Recapping Goldman’s Favorite Trades for 2014
Goldman Sachs has released a number of their favorite trade for 2014. Some of them are pretty interesting ideas so here’s the rundown with a basic way for retail investors to play each trade
What can we Learn from 25%+ Years?
With just a few weeks left in the year it looks like we’re likely to end up with a relatively rare 25%+ year on the S&P 500. MKM Partners listed [ … ]
Richard Bernstein: 10 Themes for 2014
Richard Bernstein of Richard Bernstein Advisors is out with his 2014 outlook. He’s very bullish on equities (as he has been for a long time) and very negative on gold. [ … ]
The 2013 Wall of Worry
Nice chart here from LPL Financial. It shows the 2013 “wall of worry”. I attached a bit of the commentary as well: “When we take a look at weather forecasts, [ … ]
Revisiting 10 Thoughts on 2013
Late last year I posted 10 thoughts on the upcoming year. It’s not quite time to update those thoughts for 2014, but I do think an internal audit of the [ … ]