Markets and Economics
“You don’t have a lot to work with when the next discussion around the table is negative interest rates,” says Danielle DiMartino Booth.
What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.
Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.
Today's winners are winning bigger and dominating differently than their predecessors. Erik Weisman, PhD, and Sean Cameron, CFA, think that it could be an enduring trend.
Is it desirable, or even possible, for markets to operate without government oversight?
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.
If the world feels a little crazy, it's because you are paying attention, writes Sloane Ortel. But stick around. We'll try to turn it into fun.
The stock market often moves contrary to consensus forecasts, says Mark Armbruster, CFA. In the face of many stock market naysayers, there is a reasonable argument for further gains.
Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.
The End of Theory by Richard Bookstaber is relevant to anyone working in the financial industry.