Gold, a bitcoin hack, and which Olympic events are the most “watchable,” are just a few of this week’s Weekend Reads offerings. Read more
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Highlights from last month include examinations of the CAPE ratio and forward P/E earnings by Joachim Klement, CFA; Matthew Borin’s analysis of a recent Take 15 talk with Dan Ariely; an interview with C. Thomas Howard about the state of active management by Jason Voss, CFA; and a somewhat alarming take on the long-term implications of the low interest rate environment on the viability of banks and insurance companies by David Schawel, CFA. Read more
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Matthew Borin explores the Microsoft-LinkedIn acquisition through the prism of Ronald Coase’s “The Nature of the Firm.” His conclusion? Neither classical reasoning nor market dominance can explain the deal. If market synergy is the motivation, the odds of success do not look promising. Read more
2 CommentsInvestors should fear missing out on the best gains more than suffering the worst losses, says Michael Batnick, CFA. If you never attempt to avoid the worst weeks, you’ll never have to worry about missing the best weeks. Read more
9 CommentsStandout stories from the last month include the latest entry in the Alpha Wounds series by Jason Voss, CFA, in which he analyzes the lack of independent judgment among active managers; Matthew Borin’s examination of the recent Brexit vote and its fallout; and Ron Surz’s piece explaining how successful advisers are like successful waiters. Read more
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Earnings season slowed down last week, but conference presentations took up some of the slack. Presentations are a nice change of pace, because they tend to focus more on strategy and long-term plans. There was some positive macro commentary though coming out of these presentations: Conditions didn’t change much in May. Read more
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