I have so many more questions. Can he hear me?
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Preparing For a Downturn: Meet Ben Carlson in NYC!
Our head of Institutional Asset Management, Ben Carlson (of A Wealth Of Common Sense fame), will be meeting with investors in New York City during the week of November 17th.
Assume a Can Opener
The assumptions of economists never fail to induce a giggle.
quarterly earnings management
Real businesses are not run this way off Wall Street.
Vanguard: Women Trade Less, Accept More Assistance
Despite the fact that men in the study earned more than women, in general, women’s increased savings rate made up for the disparity in balances
Simon Lack on Non-Traded REITs
“Disclosure is a great defense. It turns out you can do some pretty egregious things to your clients if you tell them you’ll do so in a document.” My friend Simon Lack, author of the incendiary The Hedge Fund Mirage, is back with his new book, Wall Street Potholes. In it, Lack explains why there are…
In Defense of Short-Sellers
Short-selling is a hot topic again thanks to the battle between Citron’s Andrew Left and Valeant Pharmaceuticals that’s captured the business press’s attention over the last week. We had Andrew Left on our show yesterday and it was one of the best segments we’ve done all year (full video here). I’ve gotten a bunch of…
The Riskalyze Report: Advisors Dive In
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 $120 billion and counting that advisors manage on the Riskalyze platform*. I…
Clips from Today’s Halftime Report
A Very Big Month
That’ll teach you to ignore weekly fund flow information or, at least, to discount its importance for the future performance of an asset class.