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Top Five Articles from November: Equity Valuations, Amazon, Palm Oil

Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

Active vs. Passive vs. Amazon et al.

The top 10% of firms account for 80% of all profits, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win bigger than ever, but Amazon, one of the world’s biggest winners, is not making much in the way of profits.

Linkfest: SAC settlement; Fed pivot to dovish stance? Financial mistakes women make; The ‘Bartiromo Effect’

Today’s most shared: Did Steve Cohen buy off the Feds? … Financial mistakes women make… Fed economists suggest new Evans rule target of 6% unemployment… New bank rules may pressure Italian deficit sustainability… Bill Gross loses largest fund title… READ MORE ›

Linkfest: Does Wall Street taper expectation misread dovish Fed? Euro in the eye of the storm; Is Amazon really ‘profitless?’

Today’s most shared: Wall Street focuses on Fed, but few listen when doves cry… Euro not out of the woods… Amazon keeps swallowing the retail world, without reporting a profit… Goldman Sachs buys redemption…… READ MORE ›

Linkfest: Draghi defends banks; Greenspan defends self; Silicon Valley soars again

Today’s most shared: Draghi: bail-in fears could prompt bank runs… Greenspan still sees a Maestro in the mirror in the morning… Yale model is a tough target… Apple’s giant white iTV still out there, like Moby… READ MORE ›


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