3
Oct
2023
16
Sep
2015
The Secret Sauce Behind Value and Momentum
…higher returns than the overall market, they do so at different times, which means that the combination of the two strategies is better than either one on its own on…
11
Apr
2022
Economists Estimate the Probability of Recession
…the longer-term yield) meant a recession was coming. In my opinion, to really signal a recession, the curve needs to invert at the shorter end, and it has to invert…
18
Jul
2016
Is Helicopter Money Coming to Japan?
…last Sunday. Abe ordered his ministers to immediately begin compiling an economic stimulus package that reports suggest could total more than 10 trillion yen and revolve around infrastructure development, financial…
21
Jan
2015
Are New Taxes Coming?
It seems like only yesterday that the tax issues were finally settled after years of uncertainty, although it was actually 2012. Judging from the President’s State of the Union address…
14
Sep
2015
St Louis Stocks Shine
…Bloomberg St. Louis index compared to a $1 invested in the S&P 500. What you can’t see easily from the chart is that not only is the performance of the…
9
Apr
2015
Money for Nothing: Negative Yields
…couldn’t find the answer. Last night, I read that several US companies including Warren Buffett’s Berkshire Hathaway and Coca-Cola (where he’s only a director) are now going to borrow billions…
8
Dec
2014
Jim Cramer Gets Burned in Lightening Round
…the S&P 500 by a wide margin. Cramer also founded a company called TheStreet.com (ticker symbol: TST) that provides market news and analyses and also sells newsletters to the general…
12
Dec
2022
Let Private Investments Stay Secret
…as they are colloquially known, buy whole companies or properties or make direct loans to companies. When they buy companies or properties, the private fund managers can change management, business…
1
Jun
2015
ETF Deathwatch
…less than 0.10 percent thanks to price wars among issuing companies. The silly ETFs are simply a byproduct of innovation and competition. It’s impossible to compete with Vanguard or iShares…