I’m going to be at the Value Investing Conference this October hanging with Phil Pearlman of StockTwits.  Are you?  Here’s one way to get there:  The 1st Annual Value Investing Challenge is brought to you by the Value Investing Congress and SumZero! Enter the Value Investing Challenge now to win a speaking spot at the…

I’m going to be at the Value Investing Conference this October hanging with Phil Pearlman of StockTwits.  Are you?  Here’s one way to get there:  The 1st Annual Value Investing Challenge is brought to you by the Value Investing Congress and SumZero! Enter the Value Investing Challenge now to win a speaking spot at the…

Infographic.

Benchmarks are the most ferocious of competitors.

Jason Zweig tells us that the oft-cited statistic where investors supposedly pulled $70 billion from the stock market this year is not actually a meaningful number – in real life they’ve only pulled half that amount on a net basis. The real story is that investment vehicle preferences have shifted radically: So far this year,…

Video.

I’m blown away by the willingness of every schmuck who owns a clean suit to opine on the odds of the Fed embarking on another round of Quantitative Easing.  One clown has some kind of formula based on I don’t know I was too disinterested to write it down.  Another changes his mind in real-time…

The GOP has decided to possibly incorporate some of Ron Paul’s ideas into its platform, even as Ronnie has already publicly disowned their Presidential candidate (not a team player, that Ron Paul). But I expect we’ll hear a bit about the Fed and the gold standard this week from the convention regardless.  Here’s Paul Krugman’s…

This whole week’s action is likely to be a giant exercise in holding our collective breath.  Later this week we get speeches from the two most consequential people in the world right now – the Jackson Hole address from Benjamin Bernanke and an address from the ECB’s Mario Draghi. Bernanke famously signaled QE 2 at…