Vikram Mansharamani, a lecturer at Yale, discusses five lenses for identifying historical asset bubbles that then burst and provides examples of where his lenses point to a bubble (China) and where they don’t point to a bubble (food prices). Read more
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Lauren Foster rounds up recent articles and resources that you may have missed during the last couple of week. Read more
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If you didn’t get around to all the reading you had intended to, here’s a quick roundup of some of the articles and video clips you may have missed. Read more
Leave a CommentDavid Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC’s new definition of family offices and explains what a good compliance policy should look like. Read more
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Lauren Foster rounds up recent articles and resources that may be of interest, beginning with a few on behavioral finance. Read more
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So what exactly is the behavior gap? It’s what happens when we let emotion get in the way of smart financial decisions. In other words, it’s the distance between what we should do and what we actually do. Read more
Leave a CommentMichael L. Mayo, CFA, discusses the state of corporate governance in the financial industry, whether he expects to see more shareholder activism when it comes to the big banks, and how breaking up the mega-banks would unlock value for shareholders. Read more
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The United States is at war, but not in the conventional sense. There are no troops on the ground. There are no drone strikes. Instead, the weapon of choice is the US dollar and the “enemy” is America’s trading partners. Welcome … Read more
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If you follow my tweets (@laurenfosternyc), many of these links below will be familiar. But for those of you who missed them, here is a short selection of some of the most essential and/or enjoyable reading and viewing I’ve come … Read more
Leave a CommentWe asked readers whether the “4% rule” — which holds that an initial withdrawal rate of 4% of the value of the typical portfolio at retirement should be sustainable over 30 years (adjusted annually for inflation) — is still valid. Read more
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