It happens every year. The company golf outing. Golfers love it. Everybody else hates it. For some, it’s an opportunity to show off their talents outside of work. For others, it’s a chance to publicly embarrass themselves for an entire afternoon. Click to read the entire article on LinkedIn
(FORBES) Why ETF Data Are Not Created Equal & What It Means For Your Money
Investing involves numbers. There is no getting around the need for basic math. Academics and derivatives nerds sometimes make the process unnecessarily complicated. Most investors don’t need such a high level of sophistication to invest successfully. Click to read the entire article on Forbes
(FORBES) Can Demographics Predict The Next Interest Rate Cycle?
The Bank for International Settlements, the BIS, just released a 47-page report on the impact of changing global demographics, and if their predictions are correct, it will mean higher interest rates and slower growth for most developed nations. The statistical study of how populations age by extrapolating fertility rates and life expectancy, known as demographics, …
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(YAHOO FINANCE) An Alternative to the 10,000 Hour Rule
Malcolm Gladwell sent ripples through the parenting community in his book, Outliers, with his presentation of the “10,000 Rule”. His hypothesis proposed experts are made from out working and out practicing the competition, and true mastery of a skill would take 10,000 hours of dedication to the craft. Parents enrolled their children in all sorts …
(FORBES) The Survival Guide For Active Management
Artificial intelligence. Big data. ETFs. Smart beta. Systematic trading. They will destroy hedge funds and the active management industry. That seems to be the prevailing view from the media. Indeed, these are very powerful forces causing change, but there is a big difference between an industry in transformation and an industry about to die. Click …
(FORBES) A Correction In Equity Valuations Does Not Have To Be Painful
The calls for a correction in US stock valuations seem to grow louder by the day. Many bears point to the historically elevated price-to-earnings ratio of the S&P 500 to jump to the conclusion that stock prices must go down, and investors should brace for negative future returns for the broad equity market. Fortunately, the …
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(PODCASTS) Behind The Markets Podcast: Garth Friesen & Jason Gerlach
Garth is a guest on the Behind The Markets Podcast hosted by Jeremy Schwartz to discuss his new book. Click here to listen to the episode.
(FORBES) Did The Fed Make A Mistake When It Raised Rates?
Forecasting GDP in not easy. It involves multiple variables and inputs, many of which are subject to revision. If anybody could do it well, you would think it would be the Fed, right? They have an army of staffers who spend their entire working lives looking at every piece of economic data, trying to attach …
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(FORBES) Too Good To Be True? How To Spot Investment Fraud
It has happened to us all. We invest money with the best intentions only to discover, in hindsight, we made a huge mistake. Sometimes the mistake is legitimate- our analysis was faulty, we let our emotions get the better of us, or we just had bad luck in timing. It stings. But when we lose …
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(FORBES) What You Don’t Know About The VIX
The standard gauge of fear in the market – short-term implied equity volatility (the VIX) – recently touched an 18 month low. Some people think this is a sign of stability: the equity market has rocketed higher post-election, corporate earnings have rebounded and global growth is expected to increase. Others see the new low as a …
