Practical analysis for investment professionals

economics


Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality

Michael .S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Republicans or Democrats: Who Is Better for the Economy?

Should we ignore claims that one party or another is better for markets?

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

Book Review: Achieving Investment Excellence

Achieving Investment Excellence is a comprehensive guide to the roles and responsibilities for trustees and board members.

Negative Interest Rates: Accentuate the Positive

Negative interest rates may offer an opportunity, says Eric Lonergan.

Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.

Book Review: Smart(er) Investing

The authors identify the red flags that signal a study’s methodology may produce unreliable results.

The Cult of Statistical Significance

Is it statistically significant? Yes. Does it matter? Probably not.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.



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