Friday, May 13, 2016

2008 Bailout Boy Is Back – Kashkari Now Peddling Cheap Debt Toxin From The Fed + MORE 1:51 pm May 13th

Tom Brakke, CFA, believes that investment professionals concentrate on their analytical responsibilities — and their performance results — but neglect their communication skills. Yet their ability to communicate within their firms and with their clients is often the real difference maker. To counteract this, Brakke recommends that investment pros focus as much on communications performance as they do on investment performance…

Continue Reading On cfainstitute.org »

10 Friday AM Reads

– ritholtz.com

10 Friday AM ReadsLive, from the Vatican, its our Friday 13th morning travel reads:
• Europe’s Ultra-Long Debt Trend Builds With 50-Year Spanish Bond (Bloomberg) see also We’ve run deficits in 84 of the last 115 years (Fool)
• Public pensions stick with hedge funds despite frustrations (Reuters)
• Bubble Indemnity (NYT) see also The Repudiation Phase of the Bubble (Reformed Broker)
• An Annual Article About Nothing (AQR)
•Art Collecting: Young money, old masters (FT)
• Silicon Valley’s Dumb Money (A Wealth of Common Sense)
• Is Your Asset Manager Telling the Truth? (Chief Investment Officer)
• A fight to protect ‘the most valuable real estate in space’ (Washington Post)
• The Fingerprint Lock on Your Phone Isn’t Cop-Proof (Bloomberg)
• There’s a secret term VCs use to insult some founders: ‘not blue flame enough’ (Business Insider)
Be sure to check out our Masters in Business interview this weekend with Robert Frank, economics professor at Cornell, author of Success and Luck: Good Fortune and the Myth of Meritocracy…

Continue Reading On ritholtz.com »

Some Shoutouts

– thereformedbroker.com

Friday’s here, time for some shoutouts…
First of all, can I just tell you how great it was to meet my colleagues in Philadelphia this week at the FPA Spring Symposium! In particular, had a great time chatting with young, up-and-coming advisors like Vince Barbara at Newbridge Wealth, Chad Chubb at WealthKeel and Daniel Zajac (check out his blog Finance & Flip Flops)…

Continue Reading On thereformedbroker.com »

Investing Blog Roundup: Insurance is Tricky BusinessInsurance is one of the trickier areas of personal finance. The problem isn’t just that insurance is complicated — it’s hard to make the case that insurance is decidedly more complicated than tax planning, for instance — but rather that it’s hard to get good information due to conflicts of interest…

Continue Reading On obliviousinvestor.com »

Harris Associates, a subsidiary of Natixis Global Asset Management, is always on the lookout for significantly under-priced companies with strong business fundamentals and proven, shareholder-oriented management teams. The value-investing firm believes that its strategy protects it from significant…

Continue Reading On insidermonkey.com »

Authored by MN Gordon via EconomicPrism.com (h/t David Stockman),
Rubbernecking at the economic train wreck of central planners is not without hazard.  A strained collar and dry eyes, for instance, are common perils.  So, too, is the lasting grimace of disbelief that comes with the rollout of each zany scheme to save us from ourselves…

Continue Reading On zerohedge.com/ »

CWS Market Review – May 13, 2016

– crossingwallstreet.com

“The race is not always to the swift, nor the battle to the strong,
but that’s how the smart money bets.” – Damon Runyon
Last Friday’s jobs report was not a good one. The government said the U.S. economy created just 160,000 net new jobs last month. That was 40,000 below estimates. On top of that, the numbers for February and March were pared back…

Continue Reading On crossingwallstreet.com »



from Royalty Gateway http://www.royaltygateway.com/2008-bailout-boy-is-back-kashkari-now-peddling-cheap-debt-toxin-from-the-fed-more-151-pm-may-13th/
Tom Brakke, CFA, believes that investment professionals concentrate on their analytical responsibilities — and their performance results — but neglect their communication skills. Yet their ability to communicate within their firms and with their clients is often the real difference maker. To counteract this, Brakke recommends that investment pros focus as much on communications performance as they do on investment performance…

Continue Reading On cfainstitute.org »

10 Friday AM Reads

– ritholtz.com

10 Friday AM ReadsLive, from the Vatican, its our Friday 13th morning travel reads:
• Europe’s Ultra-Long Debt Trend Builds With 50-Year Spanish Bond (Bloomberg) see also We’ve run deficits in 84 of the last 115 years (Fool)
• Public pensions stick with hedge funds despite frustrations (Reuters)
• Bubble Indemnity (NYT) see also The Repudiation Phase of the Bubble (Reformed Broker)
• An Annual Article About Nothing (AQR)
•Art Collecting: Young money, old masters (FT)
• Silicon Valley’s Dumb Money (A Wealth of Common Sense)
• Is Your Asset Manager Telling the Truth? (Chief Investment Officer)
• A fight to protect ‘the most valuable real estate in space’ (Washington Post)
• The Fingerprint Lock on Your Phone Isn’t Cop-Proof (Bloomberg)
• There’s a secret term VCs use to insult some founders: ‘not blue flame enough’ (Business Insider)
Be sure to check out our Masters in Business interview this weekend with Robert Frank, economics professor at Cornell, author of Success and Luck: Good Fortune and the Myth of Meritocracy…

Continue Reading On ritholtz.com »

Some Shoutouts

– thereformedbroker.com

Friday’s here, time for some shoutouts…
First of all, can I just tell you how great it was to meet my colleagues in Philadelphia this week at the FPA Spring Symposium! In particular, had a great time chatting with young, up-and-coming advisors like Vince Barbara at Newbridge Wealth, Chad Chubb at WealthKeel and Daniel Zajac (check out his blog Finance & Flip Flops)…

Continue Reading On thereformedbroker.com »

Investing Blog Roundup: Insurance is Tricky BusinessInsurance is one of the trickier areas of personal finance. The problem isn’t just that insurance is complicated — it’s hard to make the case that insurance is decidedly more complicated than tax planning, for instance — but rather that it’s hard to get good information due to conflicts of interest…

Continue Reading On obliviousinvestor.com »

Harris Associates, a subsidiary of Natixis Global Asset Management, is always on the lookout for significantly under-priced companies with strong business fundamentals and proven, shareholder-oriented management teams. The value-investing firm believes that its strategy protects it from significant…

Continue Reading On insidermonkey.com »

Authored by MN Gordon via EconomicPrism.com (h/t David Stockman),
Rubbernecking at the economic train wreck of central planners is not without hazard.  A strained collar and dry eyes, for instance, are common perils.  So, too, is the lasting grimace of disbelief that comes with the rollout of each zany scheme to save us from ourselves…

Continue Reading On zerohedge.com/ »

CWS Market Review – May 13, 2016

– crossingwallstreet.com

“The race is not always to the swift, nor the battle to the strong,
but that’s how the smart money bets.” – Damon Runyon
Last Friday’s jobs report was not a good one. The government said the U.S. economy created just 160,000 net new jobs last month. That was 40,000 below estimates. On top of that, the numbers for February and March were pared back…

Continue Reading On crossingwallstreet.com »

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