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4 September 2013

Long Interest Rate Cycles and Your Bond Portfolio

By Gregg S. Fisher, CFA
Gregg Fisher, CFA

Ever since the Federal Reserve Board began its “taper talk” in May 2013, anxiety in the bond market has been running high. The yield on 10-year Treasuries has jumped nearly 120 basis points – from 1.63% on May 2 to … Read more

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4 September 2013

Linkfest: Spreadsheet troubles for JP Morgan; Yellen downplays Fed chances; Hoping Summers manages rates for US better than for Harvard

By Druce Vertes, CFA
Linkfest

1. JPMorgan Bribe Probe Said to Expand in Asia as Spreadsheet Found Bloomberg shared by NYT Dealbook, @Nemo_incognito, @MattGoldstein26, Business Insider and 11 more  2. Yellen downplays chances of getting Fed job as White House deliberations enter final stages Wall … Read more

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3 September 2013

Linkfest: Summers seen tapering faster; Ronald Coase dies at 103; Retailers counter cutthroat Internet competition with big data

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. As Summers’s … Read more

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3 September 2013

What Buffett Believes But Cannot Prove

By Robert G. Hagstrom, CFA
Robert Hagstrom, CFA

In a recent paper titled “Buffett’s Alpha,” the authors were able to separate Buffett’s outstanding performance into three distinct buckets. First, Buffett, no surprise, is a good stock picker. Second, by using the premiums written by Berkshire Hathaway’s various insurance … Read more

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1 September 2013

Special Bulletin

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

Special Bulletin Before we posted our normal Sunday thoughts below, we received an email from London stating that Ralph Acampora is now looking for a 23% correction. To me this is an important message. Ralph Acampora is, in my opinion … Read more

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30 August 2013

Linkfest: JPMorgan’s China hiring; Greece needs more cash; Summers seemingly inevitable

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. JPMorgan Hiring … Read more

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28 August 2013

Linkfest: Bank settlements surpass $100b; Nutty hedgies; The fix is in in FX; Fixing the global financial system

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. U.S. Bank … Read more

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27 August 2013

Linkfest: Summers still on inside track; Paulson revisits crisis bonuses; The QE exit crisis

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. Team Obama … Read more

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27 August 2013

Are You Sure your Money is Worth Anything? Our Interview with Paul Brodsky

By Sloane Ortel
Paul Brodsky

In the spirit of last week’s feature, which asked a few of our contributors to speak about things that they believe to be true but know they could never prove, we present this week’s podcast interview with Paul Brodsky. Though … Read more

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26 August 2013

Can Credit Ratings Be Sexy?

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

The Mae West quote that “too much of a good thing is wonderful” reflected her playful method of sexual innuendo and is the way many investors view credit ratings. Upon her other revelations, I do not believe that the burlesque … 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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