These were the most read posts on the site this week, in case you missed it:
Uncategorized
Clips from Today’s Halftime Report: Jim Chanos Edition
My friend Jim Chanos was on-set for the entire hour for today’s show. It was great timing, today was definitely a day that we wanted to hear some perspective from one of the greatest living legends in the biz and a natural born skeptic. Chanos weighed in on China, Hewlett-Packard, Caterpillar, his new short position…
Five Hundo
You’ll read all the superlatives this weekend. Biggest one-day drop since _____. Ninth largest ____ ever. Greatest spike in the Vix since ____. 4 out of every 5 ____ have now fallen ____ percent. On and on. It’s a parlor game. Maybe this kind of thing is helpful for context. Maybe it’s just rubbernecking. Whatever….
Chart o’ the Day: Disaster Tourism
Chart
I bring you terrible news…
I bring you terrible news.
The One-Percent Letters Are On Their Way
There’s a tradition at the wirehouses that on any day that the overall US stock market has a greater decline than 1%, an email letter is prepared
Are NYSE Traders Inherently Pessimistic?
This is a killer insight from Jeff Miller, who blogs at A Dash Of…well…Insight: Jan Hatzius is a top-flight economist, leader of the Goldman Sachs team, and highlighted by many sources as the very best during the last financial crisis. He is neither a perma-bull nor a perma-bear. He deserves our respect. I do not…
QOTD: Don’t bother me with the details
Fund companies say that the whole reason investors choose their funds is because they don’t want to be bothered with the nuances of what the managers are doing.
MWA
Video
The Riskalyze Report: Advisors Trade High-Yield for International Bonds
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…