A Dangerous Real Estate Fund?
Beginning in 4Q17, we separated the Real Estate sector from the Financials sector in order to provide better insights into … Read more
Beginning in 4Q17, we separated the Real Estate sector from the Financials sector in order to provide better insights into … Read more
LendingClub, Prosper, SoFi And OnDeck – Marketplace Lending Takeaways by David Schawel, Economic Musings There’s been a flood of news … Read more
The Biggest Carry Trade In The World by David Schawel, Economic Musings By now, everyone knows that the Fed hiked … Read more
The Financial Crisis – Wall Of Worry & Who Is Exposed by David Schawel, Economic Musings The wall of worry … Read more
Debt Cycle: Late Inning Warning Signals? by David Schawel, Economic Musings For market participants that were around during the 2006-2007 … Read more
Book Review: “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches” by David Schawel, Economic Musings … Read more
What’s The Worst Rule Of Thumb Commonly Cited In The Market? by David Schawel, Economic Musings Markets are complex and … Read more
What The Twitter “Dots” Are Telling Us About Interest Rate Hikes by David Schawel, Economic Musings Right now the market is … Read more
The Case For Slowing Reinvestment Before Fed Hikes Rates by David Schawel CFA, Economic Musings With Friday’s unemployment report showing … Read more
Stocks & Bonds Fall – My 2015 Outlook by David Schawel CFA of Economic Musings If we are to use … Read more
In Defense of John Hussman’s Performance by Economic Musings Note: John Hussman is talked about frequently on Twitter. For what … Read more
Why The Gross vs Ivascyn Comparison Is Misleading by David Schawel, Economic Musings A lot has been made of the … Read more
Fresh off a year where major equity indices are up 25-30%+, many would suspect it might be difficult to have … Read more
The embattled CIO unit at JPMorgan Chase & Co. (NYSE:JPM) which was rocked hard last year by major losses from … Read more
The idea that the deposits of the average person in Cyprus (in addition to corporations, and Russian organized crime) could … Read more