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I Get Knocked Down, Then I Get Knocked Down Again…
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When Will Value Investing Get Back Up?
Brandywine Global, Around the Curve, March 25 2019 , Patrick S. Kaser, CFA
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10 Years of Slow Growth Fears
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Growth slowdown fears appear omnipresent these days as investors worry this long global economic expansion is on the wane. But slowish growth isn’t a bull market killer—as stocks’ overall rise over the last decade attests.
Fisher Investments MarketMinder, 03/25/2019 , Editorial Staff
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A Century of Chinese Stocks and Bonds
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"London was the financial center of the world until World War II, and many companies in emerging markets listed their shares on the London Stock Exchange before a stock exchange even existed in that country. After World War I, many companies listed on the New York Stock Exchange."
Global Financial Data, 4 January 2019 , Dr. Brian Taylor
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The Broken Window Fallacy
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"In 1850, the French economist Frederic Bastiat introduces the concept of opportunity cost with a fallacy in Chapter I of his book “Ce qu’on voit et ce qu’on ne voit pas” (What we see and what we don’t see). In Bastiat’s tale, a man’s son breaks a pane of glass, which ultimately stimulates the economy."
Gavekal Intelligence Software, The Quant Corner, February 2019 , Didier Darcet
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The Evolution of Swiss Institutional Investor Portfolios
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1920 - 2017
Corestone Investment Managers, 2018
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US Banks Haven’t Behaved Like This Since 2009
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If there is one thing Ben Bernanke got right, it was this.
Alhambra Investment Partners, December 11, 2018 , Jeffrey P. Snider
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Do stocks outperform Treasury bills?
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"All of the wealth creation can be attributed to the thousand top-performing stocks, while the remaining 96 percent of stocks collectively matched one-month T-bills."
Arizona State University, W. P. Carey School of Business, May 2018 , Prof. Hendrik Bessembinder, Francis J. and Mary B. Labriola
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The ECB’s QE End Is Bullish
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Closing the chapter on QE is bullish—not bearish—for investors, in our view.
Fisher Investments MarketMinder, 11/08/2018 , Editorial Staff
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Notes on The Bitcoin Standard
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"Bitcoin, as designed, is deflationary."
Man on the Margin, July 16, 2018 , Michael Kendall
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What do rising rates mean for international investments?
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OFI Global Asset Management, October 11, 2018 , Brian Levitt
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