Top 10 Posts from 2015: The Buffett Bet, Oil Prices, and Accounting Errors
1. The Top Five Accounting Mistakes Analysts Make
Shocking as it may seem, most research analysts and investors still commit elementary accounting errors when analyzing financial statements. Here are some of the more common mistakes.
2. Are We Headed for Another Global Financial Crisis?
It’s been seven years since the global financial crisis of 2008. Although market volatility has picked up somewhat recently, markets have stayed relatively stable. Major world economies remain sluggish, but are mostly reporting positive growth rates. Are we embarking on a new era of prosperity? Or should we expect another economic disaster sometime soon? We asked CFA Institute Financial NewsBrief readers what they think the probability is that the world will experience another financial crisis in the next five years.
3. How Did Keynes Perform as an Investor?
John Maynard Keynes is best known as an economist, and his ideas have done much to shape modern economic thought and policies. But there’s a side of Keynes that doesn’t get as much attention as his economic genius: He was an active investor, with an investment philosophy that evolved considerably through trial and error.
Will Ortel curates a selection of 29 illuminating charts that provide insights on central bank policies, bitcoin volatility, oil prices, and more.
5. Betting with Buffett: Seven Lean Years Later
Standing seven years into a 10-year wager with Warren Buffett that hedge funds would outperform the S&P 500, we sure look wrong, says Ted Seides, CFA. What follows is an assessment of why, and an outlook on where to go from here.
6. Will India Surpass China over the Next Decade?
“Of the large Asian economies, India probably will be the fastest growing over the next decade,” says Punita Kumar-Sinha, CFA.
7. What’s Really Behind the Plunge in Oil Prices?
Given the recent developments in the price of oil and their implications for the broader market, Daniel Lacalle, a specialist in energy and utilities, spoke with Gustavo Teruel, CFA, about the forces influencing the precipitous decline in oil prices.
8. How Will Negative Interest Rates Change the Rules of the Game?
Recent events have challenged traditional economic theory about low (and negative) interest rates. Is it a brief aberration or the beginning of an unfamiliar and potentially treacherous new normal?
9. Hedge Funds and the Active Management Crisis
It is no secret that active management and hedge funds have underperformed in recent years, but is there a case to be made for them in the long run? When discussing fund performance, the devil is always in the details.
10. How Financial Advisers Can Help Close the Behavior Gap
It is critical for financial advisers to help close the behavior gap by considering how they can keep their clients from making emotional investment mistakes.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
