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19 November 2013

Linkfest: Unemployment figures faked before election? ‘Money Honey’, ‘Turbotax Tim’ find greener pastures

By Druce Vertes, CFA

Today’s most shared: Household unemployment survey manipulated for political reasons? … ‘Money Honey,’ ‘Turbotax Tim’ find new jobs… Bitcoin surges on US ‘endorsement’, China buying… Bloomberg’s China syndrome… Giving free stuff to kids who don’t spend builds Internet billions. Census … Read more

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18 November 2013

A Non-Monetary Explanation for Inflation

By Matt Busigin

Milton Friedman famously opined, “Inflation is always and everywhere a monetary phenomenon in the sense that it cannot occur without a more rapid increase in the quantity of money than in output.” However, the equation of exchange, to which Friedman … Read more

8 Comments
15 November 2013

Yellen’s confirmation; Managers swap positions in 13F roundup; Blodget’s redemption offensive

By Druce Vertes, CFA

Today’s most shared: Yellen sails through first day of questions, posturing, and foolishness… Merkel’s conservative partners want a process for countries to ‘temporarily’ exit euro… Blodget’s PR offensive as Business Insider surpasses CNBC’s Web reach… Buffett runs out of ideas … Read more

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15 November 2013

Have You Got an Edge over the Markets?

By Lars Kroijer
Have You Got an Edge over The Markets?

Most literature or media on finance today tell us how to make money. We are bombarded with stock tips about the next Apple or Google, faced with articles on how India or biotech investing is the next hot thing, or told how … Read more

7 Comments
14 November 2013

Linkfest: JPMorgan’s China, Twitter woes; Yellen’s confirmation; ‘Messaging’ startup turns down $3b

By Druce Vertes, CFA

Today’s most shared: JPMorgan’s efforts to woo China leaders, Twittersphere go awry… Yellen confirmation hearings… Snapchat secure messaging (a/k/a sexting) startup flirts with Facebook, spurns $3b cash buyout… Lindzon on social investing… Meredith Whitney’s hedge fund promises high returns, gains … Read more

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13 November 2013

Mostly Positive Adjustments for Investors

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

Introduction In last week’s post I mentioned one of the slogans used in the US Marine Corps, “Adapt, Improvise, and Overcome.” As 10 November 2013 was the 238th birthday of The Corps, I was thinking of all the adjustments it … Read more

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13 November 2013

Linkfest: Euro QE? Inflation is the dog that didn’t bark; Bond fund exits strain liquidity; Dalio: forget alpha, just meditate

By Druce Vertes, CFA

Today’s most shared: Euro QE on tap? … Heroic central bank efforts fail to stoke inflation, squash deflation risk… Investors run for the exit from bond funds, may run into liquidity problems… Reactions to Bloomberg reportedly spiking a big China … Read more

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12 November 2013

Linkfest: QE confessions; China news upbeat; Financial innovation seen harmful

By Druce Vertes, CFA

Today’s most shared: Buyer’s remorse for man who implemented massive QE purchases… China news upbeat as iron market firms, Alibaba sets records, car sales rise… When someone says ‘financial innovation’, hold onto your wallet… President Elizabeth Warren to the rescue? … Read more

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11 November 2013

Smart Beta Investing: Just a Marketing Story?

By Colin McLean, FSIP
Colin McLean, FSIP

Smart beta is an impressive investment branding story. The name neatly encapsulates the idea of beating conventional indices consistently but with little effort and much lower costs. Intellectually seductive, it conveys the concept of market exposure that avoids the costs and behavioral failures of active managers. Read more

5 Comments
11 November 2013

Linkfest: Currency wars; Hard money faction blasts ECB; How bravest bargain-hunters of crisis struck gold

By Druce Vertes, CFA

Today’s most shared: Every currency can’t be weak… Wall Street’s chat rooms a hive of villainy? … German hard-money faction displeased with ECB rate cut… When you’re cryin’ you should be buyin’ – the investors who bought on fear reaped … 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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