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15 September 2013

Roles in Life Rule Investment Decisions

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

Introduction In studying investment managers for more than fifty years, I have learned that the roles that they have played through their lives have an enormous influence on how they invest. What is true for the professional managers is also … Read more

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13 September 2013

Linkfest: Only little people pay estate taxes; 5 years after Lehman; Berlusconi mooted euro exit; Summers seen more hawkish chair

By Druce Vertes, CFA
Linkfest

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. How Wal-Mart’s … Read more

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12 September 2013

Are Pets Replacing Children in Japan?

By Daniel Kim, CFA
Dan Kim, CFA

Once upon a time, Japan boasted one of the lowest divorce rates in the world. However, over the past two decades, divorces have escalated sharply. According to statistics from Japan’s Ministry of Health, among the 708,000 couples that were married … Read more

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12 September 2013

Linkfest: Economists update models; $2b in fees for Lehman windup; Economists for Yellen; US’s top 10% takes home 50% of income

By Druce Vertes, CFA

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Economists Embracing … Read more

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11 September 2013

Linkfest: TBTF alive and well 5 years after bailout; Mortgage slump; Analyst under fire over ‘sell’ rating

By Druce Vertes, CFA
Linkfest

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Banks Seen … Read more

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11 September 2013

Getting Schooled in Risk: The Lessons of Poker

By Druce Vertes, CFA
Druce Vertes, CFA

When I was young people called me a gambler. As the scale of my operations grew, I became known as a speculator. Now I am called a banker. But I have been doing the same thing all the time. — … Read more

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10 September 2013

Are Too Many Long-Term Investors Too Short-Term?

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

Many of us who claim to be long-term investors (LTI) worship at the feet of Warren Buffett and actually own shares in Berkshire Hathaway — as I do, both personally and in the private financial services fund that I manage. … Read more

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10 September 2013

Linkfest: Icahn blasts Dell; How Fuld got away; Positioning for Summers battle

By Druce Vertes, CFA
Linkfest

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Icahn Blasts … Read more

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5 September 2013

Linkfest: Bank lobby 1, reform 0; Consumer confidence a leading indicator; De Blasio tax offensive

By Druce Vertes, CFA
Linkfest

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. How the … Read more

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5 September 2013

Time for Facts, Not Emotion in Emerging Market Reporting

By Colin McLean, FSIP
Colin McLean, FSIP

Investment reports are designed to update investors each month, yet are often bland.  Most times, this is just what investors want; brief comfort that their investments are making steady progress. But volatile markets demand more; not just handholding, but facts and … 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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