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Musings on Markets: The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies

Musings on Markets: The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies | BLC | Scoop.it
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Musings on Markets: Bubble, Bubble, Toil and Trouble: The Costs and Benefits of Market Timing

Musings on Markets: Bubble, Bubble, Toil and Trouble: The Costs and Benefits of Market Timing | BLC | Scoop.it
How can you tell if you are in one?  And if you do believe you are in a bubble, what is your best
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Eugene Fama: QE Doesn’t do Much

Eugene Fama: QE Doesn’t do Much | BLC | Scoop.it
Nobel prize winner Eugene Fama has done his homework on QE and seems to understand the basic accounting behind it that so many others misinterpret. In this
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BlackRock Emerging Market Marker | BlackRock Blog | Global Market Intelligence

BlackRock Emerging Market Marker | BlackRock Blog | Global Market Intelligence | BLC | Scoop.it
Get the latest insights and intelligence from the experts at BlackRock.
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Asset Allocation: Q3 Expected Returns

Asset Allocation: Q3 Expected Returns | BLC | Scoop.it

In a world of low bond yields and slow economic growth, historically realized 5-6% real (7-8% nominal) asset class returns may be unrealistic expectations for the future. Using a structural “building blocks” approach, we forecast long-term returns, made available in the charts below.


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The World’s Largest Sovereign Wealth Funds Go Private

The World’s Largest Sovereign Wealth Funds Go Private | BLC | Scoop.it
Sovereign funds are turning to private market investments to diversify portfolios and boost returns.
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Integrity Research» Blog Archive » Buy Side Investors Unlocking the Value of the Web

Datasift
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Heads or Tails? Either Way, You Might Beat a Stock Picker

Heads or Tails? Either Way, You Might Beat a Stock Picker | BLC | Scoop.it
A series of random choices could produce more success than many mutual fund portfolios.
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Debt calm

Debt calm | BLC | Scoop.it
ECONOMISTS trying to explain the feeble pace of America’s recovery regularly blame deleveraging: the multi-year process of paying off the debts accumulated before...
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Robo-Advisors Manage Over 36% More Money Than They Did 3 Months Ago

Robo-Advisors Manage Over 36% More Money Than They Did 3 Months Ago | BLC | Scoop.it
Robo-advisors keep making headlines, but how much money do they actually control?
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Voices: Mitch Tuchman, on Why Financial Advisers Can't Beat the Market

Voices: Mitch Tuchman, on Why Financial Advisers Can't Beat the Market | BLC | Scoop.it
"...a blindfolded monkey has just as good a chance of outperforming the market as a manager."
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Argentina: The Clock Is Ticking

Argentina: The Clock Is Ticking | BLC | Scoop.it
For Argentina, the choice is clear: risk another default or take a huge step towards regaining access to international markets. There isn't much time to decide. Read the Full Story >
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Why Active Investing Is a Negative Sum Game

Why Active Investing Is a Negative Sum Game | BLC | Scoop.it

By Eugene F. Fama and Kenneth R. French

 
Erhan BLC's insight:

William F. Sharpe has a great article in the January/February 1991 issue of The Financial Analysts Journal (Vol. 47, No.1, pages 7-9). The title is "The Arithmetic of Active Management." It should be required reading for academics and investment professionals alike.

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Goldman’s New Partner Class Shows Shrinking Role of Trading Unit

Goldman’s New Partner Class Shows Shrinking Role of Trading Unit | BLC | Scoop.it
Goldman Sachs Group Inc.’s new class of 78 so-called partners spotlights the shrinking role of trading, the growth of other businesses and one area where progress is slow: the addition of women to its highest ranks.
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Most Hated: Stocks - Bloomberg Best (and Worst)

Most Hated: Stocks - Bloomberg Best (and Worst) | BLC | Scoop.it
Find out who's number one on Bloomberg best and worst lists. Read interactive rankings on business, economics, lifestyle, investing, personal finance, politics and education.
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Here's Bill Gross' First Letter As A Fund Manager At Janus

Here's Bill Gross' First Letter As A Fund Manager At Janus | BLC | Scoop.it
I would have stayed to my last breath. I was honored by the trust of the millions of clients and thousands of employees over decades. They have been the center of my life’s work. I am very proud of my record there for more than 40 years. PIMCO is a great firm with lots of great people, and Allianz was a fine owner for many years. But slowly and with great hesitation, I came to understand that it was time for me to leave
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Daniel's review of Flash Boys: A Wall Street Revolt

Daniel's review of Flash Boys: A Wall Street Revolt | BLC | Scoop.it
system generated a bunch of crazy and embarrassing trades that lost Goldman hundreds of millions of dollars..." Yes, but this was on the Options market, on Options exchanges, and has
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Notes Essays—Peter Thiel's CS183: Startup—Stanford, Spring 2012

Notes Essays—Peter Thiel's CS183: Startup—Stanford, Spring 2012 | BLC | Scoop.it
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Update: Peter and I have written a book. It’s called Zero to One, and will be published September 16.
My...
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Sure, markets are scary. But here are three reasons it's a great time to be an investor.

Sure, markets are scary. But here are three reasons it's a great time to be an investor. | BLC | Scoop.it
Growing choices, falling fees and lower tax rates have opened up opportunities that didn't exist decades ago. Here's how to take advantage of the changes.
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Where to Seek Equity Income

Where to Seek Equity Income | BLC | Scoop.it
While Russ would be wary of seeking income at all costs and ignoring valuations, there’s one “bond-like” equity market segment that he believes is worth pursuing: International and global dividend stocks.
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Integrity Research» Blog Archive » Hedge Funds Capitalize on Political Intelligence: Study

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Voices: Mark Keating, on Inflation Risk vs. Stock Market Risk

Voices: Mark Keating, on Inflation Risk vs. Stock Market Risk | BLC | Scoop.it
"Advisers need to talk to clients about how to balance these two risks."
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