Top posts from last month included an assessment of the impact of the fiscal cliff, an analysis of what the Shiller P/E for the S&P 500 augurs for US stocks, and an overview of how Dodd-Frank will affect OTC derivatives in foreign markets.
Top posts from last month included a roundup of research on how US presidential elections affect the markets, some suggestions for alternatives to the risk-free rate, and a look at the future of bond markets.
Top posts from last month included an analysis of Warren Buffett's winning strategy, an explanation of the relationship between the current account deficit and QE3, and an overview of Aswath Damodaran's recent examination of value investing.
Has the world entered an era in which the rules governing financial accounts and capital movement will be routinely changed with the stroke of a pen? The international consensus against capital controls appears to be crumbling.
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