Investment Topics
60 Posts
In January, I published my outlook for 2013, which argued for continued long positions in risk assets supported not by fundamentals but by lax monetary policy. As of the end of last week, we’ve ridden the ticker tape higher by … Read more
Leave a CommentLinkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. JPMorgan Seen … Read more
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A few months ago, Kraft Foods Group was replaced by UnitedHealth Group in the Dow Jones Industrial Average. It turns out that the Dow Jones is a price-weighted index as opposed to a market-cap-weighted index (like the S&P 500) or … Read more
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The investment management industry is based on the premise that smart, hard-working managers with cutting-edge technology can outperform “the market.” These active managers strive to outperform by trading stocks or other securities in order to capture the best investment opportunities … Read more
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When I was four, my grandmother would often supervise me at mealtime. Like many grandmothers, she believed her mission was to get me to finish all the food on my plate whether I was hungry or not. First, she would … Read more
Leave a CommentPundits have had a field day proclaiming that the days of long/short equity meeting the needs of investors are over. Measured against the market, long/short equity strategies have indeed had a worse five-year run than in the past.
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