Economics

862 Posts

The C-Suite Speaks: Banks See Strength

The first full week of earnings season is always filled with reports from the nation’s banks. Banks typically give the best read on the economy of any industry and for now they sound relatively upbeat. Outside of energy, credit has remained strong and management teams are optimistic about prospects for loan growth. Still, there’s reason to be skeptical. Read more

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Seven Reasons Active Management Underperformed in 2015

By far the biggest hurdle to handicapping or investing is recognizing when basic conditions have changed, be they rule changes, unexpected weather, personal issues of the professionals, or any number of other fluctuations. From an investment viewpoint, I believe 2015 experienced such cumulative changes that made many of our old approaches less useful. Read more

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