My latest piece for Fortune Magazine just went live today.
Some commentary on Facebook’s Q2 earnings report
benchmarks used to be a way for managers to be evaluated after a period of performance, whereas now they serve as a target which managers are meant to shoot for before the fact.
“Both the actual climate and the associated politics seem to be changing more rapidly these days”
It still isn’t a mass market product and it is unclear if it ever will be.
If you believe that history is any guide at all when it comes to monetary policy, the dollar and gold, then this may be of interest to you… Gold has been in a death spiral of late based on the twin fears of rising rates and a dollar at decade highs. According to HSBC’s FX…
At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I…
S&P Dow Jones Indices has a thing on commodity prices at their blog, Indexology, that is sure to raise some eyebrows. July 2015 is shaping up to be the seventh worst month for the GSCI index of 24 commodities in recorded history. The index is down 13.59% month-to-date, a feat it has only achieved in six…
irrationality will be the rule, not the exception