The Riskalyze Report: Advisors Get Concentrated
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...
View ArticleâThe Jackal of Wall Streetâ
Before there was the Wolf and a century before Bernie, there was "the Jackal of Wall Street." ...
View ArticleItâs what the Fed didnât say that counts
Importantly of note, the Fed completely eliminated this statement from their September meeting:...
View ArticleUS Households are Flush With Spending Power
…but that doesn’t mean that they’ll put that spending power to work! Although betting against the US consumer’s proclivity to buy stuff has not been a great bet historically… OK, enough dissembling....
View ArticleEconomic Ramifications of the âTransportation Cloudâ
there's a lot to think about here. ...
View ArticleShould you care about the Valeant drama?
This morning, a hedge fund manager with a large position in embattled pharma company Valeant held a three hour conference call to assuage investor concerns about its 50% crash over the last few months....
View ArticleThis Week on TRB
These were the most read posts on the site this week, in case you missed it:...
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