Today’s most shared: Germany pushes back on criticism of economic policies… Specter of deflation haunts Europe… Oracle shareholders vote overwhelmingly against Ellison’s compensation package… Libor unreformed despite scandal… After long superior record, Harvard endowment’s 5-year performance trails rivals… Buffett acquisitions … Read more
Leave a CommentToday’s most shared: Greece stock market tops performance league tables… Bill Gross on taxing the 1%… US, Italy fault euro exchange rate. German beggar-thy-neighbor policy? … Bears in short supply as story stocks build tribes of boosters… Cash for clunkers … Read more
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Editor’s note: Though technical, this article gives a good overview of how quantitative methods can be used to improve investment management processes. Even if you don’t follow the math, it will be useful to read through the reasoning. “Study the … Read more
2 CommentsToday’s most shared: Dan Loeb profile… Sears’s decline… SAC’s guilty plea… Hilarity ensues when Fama, who thinks markets are uber-efficient, meets Santelli, who thinks that they are manipulated by Fed… Fink sees bubbles… Greenspan thinks there were bubbles on his … Read more
Leave a CommentToday’s most shared: Euro bank recovery on hold amid bad loans, legal issues, slow growth… Goldman tells analysts not to work so hard… Suzanne Somers says Obamacare is a socialist Ponzi scheme — Mr. Furley and Mr. Roper unavailable for … Read more
Leave a CommentToday’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… Shiller on Fama. Wall Street’s Fed … Read more
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Today’s most shared: So far, strong global economic recovery is the dog that didn’t bark amid financial market recovery… Did China kill your dog (literally)? …. Shades of Internet bubble with hot IPOs, raised price targets, silly season… Doomsayer pundits … Read more
Leave a CommentToday’s most shared: Activist Icahn targets Apple… Possible Madoff penalty for JPMorgan… Bank settlements and lack of criminal liability… Lawyers battle over footnotes, commas as banks look for ways to sidestep new regs… SEC proposes crowdfunding regs. Carl Icahn Letter … Read more
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As I schlep through my 75th or so earnings season certain things have changed – and for the better – the ease with which we can obtain data and basic information online, dramatically improved corporate disclosure and the ability to … Read more
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