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24 December 2013

Linkfest: Cohen’s early warning; Size of bank fines seen exaggerated; Senior fraud epidemic

By Druce Vertes, CFA

Today’s most shared: Cohen’s early warning… Senior fraud epidemic… Banks reportedly pay huge fines, but numbers seem inflated… Hypergrowth in smartphone traffic… Questions for 2014: reasons for optimism? … High pressure sales at Wells Fargo… Ackman refuses to capitulate on … Read more

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23 December 2013

Linkfest: Old boy networks; Return to growth and inflation? Outperformance rarely persists

By Druce Vertes, CFA

Today’s most shared: The old boy network is still strong on Wall Street… Mean reversion is a killer — active managers’ outperformance is brief, but fees are forever… Running of the bulls, capitulation of the bears as economy returns to … Read more

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20 December 2013

What Happened to The Money Americans Borrowed Before the Crisis?

By Matt Busigin
What Happened to the Money Americans Borrowed Before the Credit Crisis?

Just in time for the holidays, the US Federal Reserve released its quarterly Z.1 report. Recently retitled Financial Accounts of the United States (formerly Flow of Funds), the new data have provided a new, and perhaps final, chapter in the great financial … Read more

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20 December 2013

Linkfest: Wall Street’s housing bet; How SEC dropped cases against banks; Real lessons of the crisis

By Druce Vertes, CFA

Today’s most shared: Wall Street’s single-family rental profits… SEC shelved cases against Wall Street amid discord… The real lesson we still need to learn from the crisis is how to recover lost output and productivity… EU loses AAA on bank … Read more

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19 December 2013

Linkfest: How FX benchmarks were fixed; QE’s long good-bye; Best charts of 2013

By Druce Vertes, CFA

Today’s most shared: The FX ‘fixing’ … The bureaucracy of bank backstops… How the Fed statement changed… The apparent success of QE, so far… Gold drops on taper… Using spy technology to gather trading information… A 2013 chart roundup… Do … Read more

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18 December 2013

Linkfest: Fears of EU unrest; Bernanke’s legacy; Commission-free trading

By Druce Vertes, CFA

Today’s most shared: Delaying bank leverage limits… SEC slows enforcement… China bans Bitcoin deposits… EU finance ministers agree to backstop bank rescues (by 2025)… More on Bernanke’s legacy… Italian President warns of social unrest… Krugman says these are the good … Read more

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17 December 2013

Linkfest: Stocks, household wealth surpass all-time highs; Hedge funds not as risky as believed? Dodging estate taxes

By Druce Vertes, CFA

Today’s most shared: Wealth, world stocks hit new all-time highs… Hedge funds: not actually Wild West gunslingers? … How superrich dodge estate taxes with complex trusts… Unforeseen consequences of the Volcker rule… EU banking union points of contention… Jed Rakoff … Read more

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16 December 2013

Linkfest: Exiting QE; Bernanke’s legacy; Secular stagnation and disinflation; Fixing CAPE

By Druce Vertes, CFA

Today’s most shared: Fed figuring out how to exit QE… TIPS signal inflation undershoot… Bernanke’s legacy… Summers on secular stagnation… EU Commissioner on enduring orthodoxy… Red tape suggests winding up a failing bank will be easier said than done… Fixing … Read more

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15 December 2013

Peak Ahead, But Not Just Yet

By A. Michael Lipper, CFA
A. Michael Lipper, CFA

(Editor’s note: This article was originally written on 15 December). In a somewhat long, scary piece on the re-hypothecation of gold bars, John Hathaway of Tocqueville Asset Management intones, “In the financial markets, a person that is one step ahead … Read more

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13 December 2013

Linkfest: The FOMC’s tapering hawks and doves; Favorite charts, books, fads and themes of 2013

By Druce Vertes, CFA

Today’s most shared: Most FOMC members haven’t tipped their hand on tapering… Favorite charts, books of 2013… Fads and themes, by year… The six-hour workday… Investment errors… Social media as real-time instrumentation of the economy. Fed Scorecard: Where Do Officials … Read more

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All posts are the opinion of the author. As such, it should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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