Emerging Markets

A Different Kind of Debt

By, 02/28/2007
We've written in the past about the positive structural forces at work in emerging markets.read more
Investor Sentiment

A Bull Market Sell-Off

By, 02/27/2007
We wrote last week that the US stock market was on its longest run without a daily 2% decline since 1954.read more
Behavioral Finance

Stone Age Forecasting

By, 02/26/2007
Do you know Abbey Joseph Cohen? How about Richard Bernstein? If you're an enthusiastic investor who follows the popular press, you probably do.read more
US Economy

If CEOs Don't, Investors Will Do It For Them

By, 02/23/2007
Stocks are cheap and they need to get more expensive.read more
Media Hype/Myths

Fun With Numbers

By, 02/22/2007
  • Over 100 million Americans drink coffee every day…that's over 36.5 billion cups in a year! At about 50 beans per cup, that's over 1,825,000,000,000 beans a year! At that rate, how could we possibly hope to re-grow enough beans for the next year's brew? It's too much of a strain!
read more
Media Hype/Myths

When Things Go Too Well

By, 02/21/2007
We've been noticing a common theme emerging in the popular press lately, one that we can't quite get our heads around.read more
Austin Fraser
Reality Check

Fool's Gold

By, 02/20/2007
If you've been around long enough, oil as a cause for hysteria isn't a new thing.read more
US Economy

Don't Go Blind from the Subprime

By, 02/20/2007
If you picked up a newspaper in the past few weeks, you probably saw at least one article detailing the downward spiral of the subprime mortgage market.read more
Lara Hoffmans
Inconvenient Truths

Chavez, Gore, and a Yale Tenor Walk Into a Bar...

By, 02/16/2007
Good news for Prius-driving San Franciscans.read more

Bottom Feeding

By, 02/16/2007
Somewhere in the neighborhood of four billion people live on less than $2 per day.read more
Behavioral Finance

When Good is Bad

By, 02/15/2007
The mission of most investors is to find the best companies to put their money into.read more
Behavioral Finance

I ♥ Investing

By, 02/14/2007
Around here we always say "your brain can trick you.read more
KC Ellis
The Advisor's Corner

Fees Fees Fees!

By, 02/13/2007
There are all sorts of clichés about the old economic dictum: There's no such thing as a free lunch.read more

A Yawner in Essen

By, 02/13/2007
The recent Group of Seven (G7) meeting in Essen, Germany was ho-hum.read more

It's Catching On

By, 02/12/2007
Globalization is one of the most powerful forces in the economic world today.read more

Exponential Possibilities

By, 02/09/2007
One of the most interesting features of human intellectual history is that often the best ideas stem from simple observations.read more
Investor Sentiment

With a Little Bit of Time…

By, 02/08/2007
Stocks are riskier than bonds, right? We're not trying to trick you.read more

Overseas Opportunity

By, 02/07/2007
We're outright bullish on stocks for 2007.read more
Behavioral Finance

How Big is Big? Part II

By, 02/06/2007
Yesterday in this space we talked about framing and understanding how big big really is.read more
Behavioral Finance

How Big is Big?

By, 02/05/2007
Is this a big number? $87,000,000,000 What about this one? $2,900,000,000,000 Are they both big? Is one big and the other bigger? Surely they couldn't be small! Ponder that for a moment…we'll get back to it.read more
Finance Theory

Knowing and Understanding

By, 02/02/2007

- What I cannot create, I do not understand.

- Science is a way of trying not to fool yourself. The first principle is that you must not fool yourself, and you are the easiest person to fool.

read more
Interest Rates

Fight the Fed

By, 02/01/2007
FOMC meetings are some of the most closely watched market events.read more


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