My boss wrote the only no-nonsense investor guide to the election, but before we get there, I also want to share this chart from Goldman Sachs’s equity strategy guy David Kostin via Business Insider: “We expect both rates to rise in 2013 but the election outcome will determine details,” Goldie says the most likely scenario…

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Unless you’re taking physical delivery of the materials themselves, you are not “investing” in commodities. You are investing in the potential of higher commodity prices – more akin to trading. Which is not the same as owning an equity share in a business. Unless the way you’re getting your exposure is through public companies that…

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I love the fact that mathematics is putting traditional pollster bullshit out of the job during this election cycle. Witness the hatred of Nate Silver’s data-driven work for the Times and FiveThirtyEight. Here’s another stat worth considering via Bloomberg: Swings in U.S. stocks have shrunk to the lowest level in six years, an indicator that…

everyone’s got their bread-and-butter investing strategy. But what if just by merely publishing research on these styles, the academic community could incapacitate their efficacy forever?

I own both 3-D printer stocks in my personal account in small enough amounts that they can’t hurt me but large enough amounts that, if I’m right, their rise will be meaningful.

So far, Mitt Romney has managed to get eleven major newspapers who endorsed Obama in 2008 to swing over to the Red Team this season. According to Breitbart, they are: The New York Daily News; Long Island Newsday; Houston Chronicle; Fort Worth Star-Telegram; Orlando Sentinel; Ft. Lauderdale Sun-Sentinel; Nashville Tennessean; Des Moines Register; Illinois Daily…

Ask me to admit my biggest flaw as a human being and I’ll freely admit that it’s a lack of patience that gets worse with every passing year. Mostly, it manifests itself as a spoiled brattiness borne of my entitled upper-middle class upbringing and worsened by a career spent in the irritable bowels of Wall…

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