May you live in interesting times. Ancient Chinese curse 2016 gave investors many reasons and opportunities to want to move …
A Short Note on Election Markets and Unpredictability
Regardless of how you voted this election cycle, the last two days show just how difficult it is to predict …
Is International Diversification (Finally) Starting to Payoff Again?
The third quarter was a positive one for almost every equity asset class around the globe. The US large market …
Stuck Here in the Middle with You
Despite an abundance of fireworks this year – China’s slowing economy, a collapse and partial recovery in oil prices, and …
The Crash That Wasn’t
2016 got off to a very bad start right out of the gate, with the Dow Jones Industrial Average losing …
Which Firms Specialize in Misconduct?
A few weeks ago, in reference to ABC’s Madoff mini-series, I posted about how to avoid such a situation. (In …
ABC Mini-Series: How to Avoid a Madoff Situation
Last week, ABC ran its well-publicized Madoff mini-series. I generally don’t watch much TV, and missed that one (and, to …
Folly of the Forecasters
The Royal Bank of Scotland (RBS) says, “Prepare for a cataclysm.” But how much weight should we place on that …
Important Social Security Changes
On Monday of this week, President Obama signed into law the Bipartisan Budget Act of 2015 (BBA 2015). Along with …