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29 July 2013

Linkfest: Yellen’s supporters fire back; Alwaleed warns over shale, Saudi economy; Wall Street ponders physical commodities

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. Federal Reserve … Read more

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28 July 2013

The Real Investment Risk is not Changing Your Thinking

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

In the U.S. Marine Corps and in the long-term investment portfolios that I manage we never lose sight of our final goals of accomplishing the mission and survival. In the Corps, investment portfolios, school lesson plans, and certain other activities … Read more

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26 July 2013

Linkfest: Draghi’s “whatever it takes,” one year later; Fed battle royal; SAC fallout

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. Draghi Pledge … Read more

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26 July 2013

An Hour with Mike Mayo, Part 2

By Sloane Ortel

This is part two of an hour long conversation with Mike Mayo, CFA, a banking analyst at CLSA and author of Exile on Wall Street, which details his long and very interesting career. We start this portion of the conversation … Read more

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25 July 2013

Linkfest: SAC indictment; Summers versus Yellen; Detroit

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 Said … Read more

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24 July 2013

Linkfest: Summers Fed front-runner? GS responds on physical commodities; Moral hazard in mortgages makes a comeback

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. Right now, … Read more

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24 July 2013

Government Debt vs. Tough Love

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

Introspection is forcing many managers and investors to privately reconsider the basic premises of their long-term investment strategies. With the popular US stock indexes at or near all time highs, why don’t they feel better? The relative investment performance of … Read more

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23 July 2013

Linkfest: Reasons to expect inflation; Revolving door spins for Khuzami; China outflows; Cohen’s email blindness

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. Six Reasons … Read more

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23 July 2013

Why Loan Growth is Important and What it Says about Inflation and Interest Rates

By David Schawel, CFA
David Schawel, CFA

Investment professionals say over and over that this economic recovery is different, and with good reason. Gone are the days where the leveraging of consumer balance sheets is a primary economic growth driver. As most are well aware, during this … Read more

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22 July 2013

Linkfest: Banks’ physical commodity trading under fire; Detroit bankruptcy; Cohen accused; China fallout

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. A Shuffle … 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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