Practical analysis for investment professionals

History & Geopolitics


We Are All Doomed — CBO

The US Congressional Budget Office (CBO) recently published its annual Budget and Economic Outlook, a must-read for anyone interested in where the US economy is heading.

Investing: Past, Present, and Future

Memes are simple ideas that sometimes take hold and change the world. Finance has undergone two major cycles of transformation under this principle over the last 100 years and a third cycle more recently. Christopher K. Merker, PhD, CFA, explains.

Bangladeshi Banks Need Bonds Back

In Bangladesh, analysts contend with interest ranges instead of interest rates because of a well-intentioned savings program gone wrong. Sloane Ortel and Asif Khan, CFA, take a look at what's happened and what can change.

Tariff Talk

The United States recently hiked tariffs on steel and aluminum imports, and a trade war with China may be looming. Ron Rimkus, CFA, considers the implications.

Top Five Articles from March: Inflation, Manager Selection, Skill Ratio

The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.

Red States, Blue States: Two Economies, One Nation

Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

Financial Self-Defense: Preventing Fraud and Mischief

Private investigator L. Burke Files talks to Norb Vonnegut about how criminals think, how they behave, and how financial advisers can spot their bad offerings and protect their clients from financial malfeasance.

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Seven Reasons India Is Primed for Growth

Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.



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