Source: WSJ From the really, really bad calls file: Last week, I showed this great chart by Torsten Sløk of Deutsche Bank. It revealed just how bad markets are at forecasting future Federal...
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Source: WSJ From the really, really bad calls file: Last week, I showed this great chart by Torsten Sløk of Deutsche Bank. It revealed just how bad markets are at forecasting future Federal...
My midweek morning train reads: • Kreuger: The Economics of Rihanna’s Superstardom (New York Times) • Here’s Mary Meeker’s 2019 internet trends report (TechCrunch) • Metadata is the biggest little...
Volatility 101: An Introduction to Market Volatility Source: Visual Capitalist Why are certain times more volatile than others? In the short term, volatility is driven by changes in demand,...
Don’t let the rise of passive investing obscure the fundamental advantages of diversification. In our Masters in Business interview, Sharon French explains why both the active and passive...
Today is the 10 year anniversary of one of those things that just stays with you. Get Ready for Inflation and Higher Interest Rates was a column by Art Laffer, published on this day a decade...
My Two-for-Tuesday morning train reads: • The Traditional Active Manager That’s Raking in Assets (Institutional Investor) • Love Your Job? Someone May be Taking Advantage of You (Fuqua School of...
This data series is simply astonishing: The top 0.1% of taxpayers (170,000 families) control 20% of American wealth, the highest share since 1929. The top 1% control 39% of U.S. wealth, and the...
Why do so many of New York’s older skyscrapers have a similar design? The answer can be traced back to a monumental 1916 zoning law, which established “setback” requirements for buildings above a...
The transcript from this week’s MIB: Sharon French, Oppenheimer Funds is below. You can stream/download the full conversation, including the podcast extras on Apple iTunes, Bloomberg, Overcast,...
10 Things People in Finance Should Never Say These trite and vapid statements deserve a decent but hasty burial. Bloomberg, June 10, 2019 What phrase makes you cringe? What commonly used...
My morning train reads: • Satoshi Nakamoto Could Be Criminal Mastermind Paul Le Roux (Bitcoin News) • What is Happening to Streaming’s Superstars? (Rolling Stone) • New Study Of Old Real Estate...
Retirement Plans among Pre-retirement U.S. Households By YiLi Chien, Research Officer and Economist, and Qiuhan Sun, Research Associate Federal Reserve Bank of St. Louis, May 2, 2019 This...
Everywhere you look, you find anger that is, at bottom, a complaint about fairness. Against the Rules explores the corrosion of fairness in America and around the world, and what it has done to...
My easy like Sunday morning reads: • ‘Goliath Is Winning.’ JPMorgan Chase Stock Is a Solid Bet Under Jamie Dimon (Barron’s) • Buildings Can Be Designed to Withstand Earthquakes. Why Doesn’t the...
What is Happening to Streaming’s Superstars? My conclusions: 1. The major labels are screwed. 2. Rock isn’t as dead as we think it is. 3. When other genres adopt streaming, hip-hop’s hegemony...
Is the bear market over? Bitcoin & Co. ready for new highs? If the parabolic uptrend is continued, the price could reach $11,000 this...