Today’s most shared: Wall Street eyes Silicon Valley warily, hedges with fintech investments. The definition of disruptive innovation is something the incumbent can’t do without destroying its business model. Do weak art auctions foreshadow troubles for other asset prices? Yellen’s … Read more
Leave a CommentToday’s most shared: Alibaba, China’s Internet champion, files for huge, much-anticipated US IPO. Is housing’s glass half-empty or half-full? Baby boomers’ retirement drives economy, government finances, markets. Einhorn’s dinner with Ben. Twitter’s stock drops as lockout expires. Coal stocks target … Read more
Leave a CommentToday’s most shared: Top hedge fund manager Tepper raked in $3.5b in 2014. Best (and worst) practices for aspiring individual traders and active investors. Home equity tapped out, Americans raid 401(k) accounts. Goldman Sachs relies on investment banking, throws Steven … Read more
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For most of human history, the prevailing belief was that we lived on the single plane of a flat earth. This concept gave order to our belief as to our place in the world and reduced the uncertainty gap in … Read more
Leave a CommentToday’s most shared: Tepid wage growth. A shortage of long bonds drives long-term rates lower. Should the corporate income tax be eliminated? Closing of IPO window may bode ill for some highly-valued startups. Icahn calls out Buffett on Coke compensation … Read more
Leave a CommentToday’s most shared: Buffett’s big weekend. After grousing over onerous Dodd-Frank rules taking swaps out of insured banks…banks take many swaps out of banking units to preserve capital. Grantham sees a bubble. Homes are good at producing housing services, not … Read more
Leave a CommentToday’s most shared: Visualizing the noise in the jobs report? Russia’s troubled economy. Will Obamacare eventually mean the end of employer-provided health care? The high cost of prison in America. How to learn to stop worrying and love the Bond … Read more
Leave a CommentToday’s most shared: The Fed winds down QE while still missing both inflation and employment targets. US seeks criminal pleas from two European banks; A profile of that rare creature: a senior banker who went to jail. China poised to … Read more
Leave a CommentToday’s most shared: Economic data turns boring. Homo economicus is an absurd oversimplification, but finding a better paradigm is hard. Financial blogs reduce insiders’ edge. Rents rise in richest zip codes. Biggest LBO is (finally) the biggest nonfinancial bankruptcy. Write … Read more
Leave a Comment For three of the largest religions of the world, last week was an important week of cherished celebrations. Just as each of these institutions needs to look after its flock both now and in the future, financial capital investment for … Read more
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