Practical analysis for investment professionals

central banking


Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?

Who’s Afraid of Jerome Powell?

Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.

Hidden Ideas in Macro: The Long-Forgotten “M”

A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.

Janet Yellen on Recession Risks, Inequality, and Climate Change

Janet Yellen sat for a wide-ranging fireside chat with Margaret “Marg” Franklin, CFA.

The Libra Project: A Timely Wake-Up Call?

Libra represents a timely opportunity — and a critical wake-up call, says Giuseppe Ballocchi, CFA.

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.

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

What were the leading stories from Enterprising Investor in January?

The Vollgeld Initiative: A Primer

Switzerland will vote on a measure to end fractional reserve banking in 2018. Known as the Vollgeld, or "Full Money," Initiative, this proposal could transform modern finance as we know it. Jason Voss, CFA, curates a helpful reading list.

US Economy: Swimming with the Tide?

Warren Buffett once said, “You only find out who is swimming naked when the tide goes out.” Could the tide be receding for the US economy? Ron Rimkus, CFA, explores the question.