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December 2, 2019

The Question

Elizabeth Warren has vowed to ban all hydraulic fracturing, or fracking, in the United States.  Bernie Sanders also favors that proposal, while Joe Biden opposes it.  What are the potential implications for energy-related investments such as Master Limited...

September 5, 2019

Longstanding baseball fans fondly remember Hall of Fame pitcher Phil Niekro.  The great knuckleballer had a strong motivation for making it as a pro, since the alternative was going to work in the coalfields like his father. When a Milwaukee Braves scout expressed inte...

July 12, 2019

Bloomberg Opinion contributor Barry Ritholtz recently tweeted about his dislike of financial clichés that reflect badly on the speaker and disrespect the listener.  His Twitter followers responded with more than 500 examples of “hackneyed phrases” that can lead investo...

February 7, 2019

Cash is back in style.

Money-market funds saw their assets grow by $2 billion in between year-end and January 17, 2019 according to Thomson Reuters Lipper.  Cash allocations in investment portfolios are up for the first time since 2011, Goldman Sachs reports.  The Wall...

December 6, 2018

During the past two months, financial markets underwent one of their inevitable, periodic selloffs. From the October 3 peak to the November 23 low, the Standard & Poor’s 500 Index price change was -10.01%. Market commentators cited a variety of causes, including concer...

November 7, 2018

If you wish to eat nutritious food and buy it inexpensively, or obtain homeowners coverage from an insurance company that has a good record on paying claims, you have to devote some time to research.  It’s much the same if you want to understand what a newly released e...

October 4, 2018

A client recently brought our attention to a newspaper article with this alarming headline: 

“Next Crash Will Be ‘Worse Than the Great Depression’.” [1]

A bleak forecast indeed! At the low point in the 1930s, U.S. unemployment exceeded 20%.  To put that figure into conte...

August 6, 2018

Income investors keep reading that interest rates are rising, so what they observe in the marketplace may be perplexing.  Since November 2015 the Fed has increased the key Fed Funds rate by 1.75 percentage points (from 0.25% to 2.00% for the upper bound of the target r...

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FINANCIAL EDUCATION ESSENTIALS
  1. "Best ideas", R. Cohen, C. Polk, B. Silli, 2010

  2. "How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009

  3. "The inefficient stock market", R. Haugen, 2002

  4. "The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002

  5. "From efficient market theory to behavioral finance", R. Shiller, 2003

 

 

 

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