Latest Business News

Catalytic IMF? A Gross Flows Approach

Catalytic IMF? A Gross Flows Approach

Catalytic IMF? A Gross Flows Approach Aitor Erce European Stability Mechanism Daniel Riera-Crichton Bates College 2015-11-01 Globalization and Monetary Policy Institute Working Paper No. 254 Abstract: The financial assistance the International Monetary Fund (IMF) provides is assumed to catalyze fresh […]

Value Investing – 80/20 Principle In Action

Value Investing – 80/20 Principle In Action

Value Investing – 80/20 Principle In Action “The few things that work fantastically well should be identified, cultivated, nurtured, and multiplied.” – Richard Koch I woke up in a daze — it almost felt like I was upside-down…. At that moment, […]

What’s A Bond Investor To Do?

What’s A Bond Investor To Do?

What’s A Bond Investor To Do? By Pat Reilly, FactSet What a start to 2016! The U.S. equity market is off to the worst start to a year ever. Oil prices continue to tumble from the 2014 peak, without a […]

Alphabet vs Apple

Alphabet vs Apple

Alphabet vs Apple – which company is bigger via FactSet  This Monday after the bell, Alphabet Inc formerly known as Google Inc (NASDAQ: GOOG) reported EPS of $8.67 for Q4 2015, which was 7% above the mean EPS estimate. On Tuesday, […]

Two-Thirds Of Americans Believe Money Buys Elections

Two-Thirds Of Americans Believe Money Buys Elections

Two-Thirds Of Americans Believe Money Buys Elections Except it doesn’t Everybody knows that money buys elections. That’s what opponents of the Citizens United decision have been ominously warning us for six years, and their message resonates. A CNN poll found that 67 percent of […]

What We’ve Learned About Unconventional Monetary Policy

What We’ve Learned About Unconventional Monetary Policy

What We’ve Learned About Unconventional Monetary Policy In a recent BloombergView piece, Noah Smith writes that: “It’s becoming clearer that the Fed’s experiments during the Great Recession, dramatic as they were, taught us little about how monetary policy works.”  In […]

A Disciplined Strategy Will Prove Its Merits

A Disciplined Strategy Will Prove Its Merits

A Disciplined Strategy Will Prove Its Merits by Charlie Dreifus, CFA – The Royce Funds Portfolio Manager Charlie Dreifus delves into the details of 2015 performance for Royce Special Equity Fund while discussing the portfolio’s disciplined contrarian strategy, one that […]

States With The Most Loan Delinquencies

States With The Most Loan Delinquencies

States With The Most Loan Delinquencies by Paul Sisolak, Credio The United States national debt just reached $19 trillion. That’s quite the hole, and American households aren’t doing much better. According to the New York Federal Reserve, U.S. household debt […]

Cliff Asness: Fama On Momentum Investing

Cliff Asness: Fama On Momentum Investing

Cliff Asness: Fama On Momentum Investing The long-term success of the momentum factor seems to be a challenge to many observers. People say things like “momentum only works among small stocks” or “momentum only works for going short, not long.” […]

Is Cheap Gas A Bad Thing?

Is Cheap Gas A Bad Thing?

Is Cheap Gas A Bad Thing? Cheap Gas – Are oil prices too cheap for our own good? Remember peak oil? Remember when oil prices were $140 a barrel and Goldman Sachs predicted they would soon reach $200? Now, the […]