In our view, many market participants conduct tactical strategies as though they’re implementing the stock market version of Pascal’s Wager.
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Clips from Today’s Halftime report
Funds aren’t cutting fees, investors are
There’s a fascinating trend happening within the asset management industry
Come right in, folks
Cartoon
The Magnificent Five: Some Ridiculously Kind Words from Tren Griffin
I’m literally blushing at some praise from Tren Griffin, proprietor of the 25iq blog and one of the smartest guys on the financial web. He gave me and a few of my colleagues a great moniker – and yes, I’m totally having the varsity jackets made up… What I like best about Ben Carlson is that…
Study Day
I’m out of pocket for most of the day, attending the 3rd annual iShares Global Macro Debate. It’s a pretty great event, I was at the first one and got to hear from some of the smartest people in the industry on the topics they know backward and forward. If you’re familiar with the idea…
Clips from Today’s Halftime Report
Savita Subramanian: The Cycle is not peaking
This morning, BAML’s equity and quant strategist Savita Subramanian responds to recent chatter about the softening of US economic data. In her view, the economic / stock market up-cycle is still intact – credit conditions are still easing, the Fed is not yet unwinding its balance sheet, real GDP has not fully expanded beyond its prior cycle…
QOTD: “Very few things will be secret anymore”
“Very few things will be secret anymore, and those things which are kept secret won’t stay secret very long.”
Did IBM’s Watson nail my personality?
Here’s what Watson spit out about me, based on a recent post I wrote:
