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 …
(YAHOO FINANCE) Your Investment Portfolio: Time to Play Defense?
They say “defense wins championships” when it comes to which side of the football is responsible for securing the win in the Superbowl. It’s impossible to lose if the other team can’t score. The same concept can be applied to investing. A defensive stance in investing- one which attempts to limit losses as opposed to always …
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(FORBES) Did The Bond Bubble Just Pop?
There is an old Wall Street proverb stating “Nobody rings a bell at the top or the bottom of a market.” That’s true. But sometimes you can see and hear a crowd gathering in anticipation, and there is a growing crowd of central banks and investors preparing for the eventual burst of the bond bubble. …
(YAHOO FINANCE) Why Blackrock will win the ETF fee war
As the ugly battle for the White House rages on, another war is taking place in the $2.4 trillion ETF market. Top ETF providers are in a fee-lowering race to win the title of the firm with the lowest cost core products. But one firm, Blackrock, has an edge. Read the entire article that appeared …
