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22 July 2013

Does 2Q Weakness Mean You Can’t Make Money?

By Brian Langenberg, CFA
Brian Langenberg, CFA

Since mid-June, we’ve attended the Paris Air Show and met with companies involved in oil production, hydraulic fracturing, and wind turbine towers and components. As an investment analyst, I am always seeking to help my clients anticipate change in order … Read more

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19 July 2013

Linkfest: Detroit bankrupt; Hitting the wall in China; Equity inflows, commodities suffering; Flipping is back

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. Detroit Bankruptcy … Read more

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19 July 2013

Charterholders Just Want to Have FUN

By Christopher R. Pavese, CFA
Christopher Pavese, CFA

During the first five months of the year, risk assets marched steadily higher as central bank asset purchases abolished volatility from financial markets. In the wake of a more hawkish Fed, this veneer has begun to crack, with rising turmoil … Read more

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18 July 2013

Linkfest: Bernanke signals flexibility; Reform eludes troubled European banks; Economics: science or religion?

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.  

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18 July 2013

Don’t Get Too Excited Just Yet

By Eric Petroff, CFA, FRM, CAIA
Eric Petroff, CFA, FRM, CAIA

With prospects for GDP brightening, it would be an easy mistake to get caught up in the excitement of a return to economic normalcy by pursuing ever-increasing equity valuations. After all, if markets did well throughout the Great Recession, just … Read more

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17 July 2013

Linkfest: Bernanke testimony; Glass-Steagall, resurrected? Muddy Waters plunger dives into new short target

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. Bernanke, Semiannual … Read more

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17 July 2013

Linkfest: Greed trumps ethics on Wall Street; Fab Fab on trial, top managers untouchable; Real wages stagnate; Bitcoin ETF struggles

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.  

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16 July 2013

An Hour with Mike Mayo: Part 1

By Sloane Ortel

“I realized that when I couldn’t understand something that a company was saying, it wasn’t my fault.” Mike Mayo, CFA, is an outspoken analyst and a notable expert on the banking system, but the above statement is perhaps one of … Read more

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15 July 2013

Does Money Make the World Go Around?

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

Many of us are familiar with the song that begins, “Money makes the world go round.” As a card-carrying CFA charterholder and a recovering numbers cruncher, I will warrant that is how all too many measure the cycles of an individual’s, … Read more

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15 July 2013

Linkfest: Glass-Steagall 2.0; What Bernanke is really thinking; To be or not to be a hedgie;

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. FDIC vice-chair … 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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