This Week on TRB
– thereformedbroker.com
When I do Philadelphia, I do it right. Thanks to Molly Molloy’s in the Reading Terminal Market!
These were the most read posts on the site this week, in case you missed it:
…
These were the most read posts on the site this week, in case you missed it:
…
Citigroup (C) Supplanted Atop Diamond Hill Capital’s Portfolio in Q1
– insidermonkey.com
Founded in 2000 by Ric Dillon, Diamond Hill Capital employs a value investing approach to stock picking and had approximately $18 billion in assets under management at the end of April. Mr. Dillon and his team focus their investment efforts on a long-term horizon, which is reflected in the top…
[[ This is a content summary only…
MiB: Robert H. Frank
– ritholtz.com
This week on our Masters in Business podcast, we speak with Robert H. Frank, Henrietta Johnson Louis Professor of Management + Professor of Economics at Cornell’s Johnson Graduate School of Management.*
Frank is the author of numerous books, most recently, Success and Luck: Good Fortune and the Myth of Meritocracy…
Frank is the author of numerous books, most recently, Success and Luck: Good Fortune and the Myth of Meritocracy…
A New Model for Pension Management
– cfainstitute.org
Keith P. Ambachtsheer, long an outspoken advocate for pension reform, gave a sober assessment of the state of the world’s workplace retirement plans, praising the relative strength of plans in northern Europe while declaring those in southern Europe to be a “disaster.” Read more
After recent (and in some cases very dramatic) bearish conversions by the likes of JPM, BofA, Citi and UBS, the only bank that steadfastly held a bullish view on stocks during the recent market squeeze higher was Goldman Sachs.Not any more.
On Thursday, Goldman strategist David Kostin appeared on CNBC, where he too join the bearish crowd and said that based on the threat of margin collapse (“35 out of 53 tech companies had margin declines”) and record-high stock valuations this year, it’s time to play defense in “a tough market…
from Royalty Gateway http://www.royaltygateway.com/six-reasons-why-goldman-is-suddenly-warning-about-a-large-drop-in-the-market-more-219-pm-may-14th/
This Week on TRB
– thereformedbroker.com
When I do Philadelphia, I do it right. Thanks to Molly Molloy’s in the Reading Terminal Market!
These were the most read posts on the site this week, in case you missed it:
…
These were the most read posts on the site this week, in case you missed it:
…
Citigroup (C) Supplanted Atop Diamond Hill Capital’s Portfolio in Q1
– insidermonkey.com
Founded in 2000 by Ric Dillon, Diamond Hill Capital employs a value investing approach to stock picking and had approximately $18 billion in assets under management at the end of April. Mr. Dillon and his team focus their investment efforts on a long-term horizon, which is reflected in the top…
[[ This is a content summary only…
MiB: Robert H. Frank
– ritholtz.com
This week on our Masters in Business podcast, we speak with Robert H. Frank, Henrietta Johnson Louis Professor of Management + Professor of Economics at Cornell’s Johnson Graduate School of Management.*
Frank is the author of numerous books, most recently, Success and Luck: Good Fortune and the Myth of Meritocracy…
Frank is the author of numerous books, most recently, Success and Luck: Good Fortune and the Myth of Meritocracy…
A New Model for Pension Management
– cfainstitute.org
Keith P. Ambachtsheer, long an outspoken advocate for pension reform, gave a sober assessment of the state of the world’s workplace retirement plans, praising the relative strength of plans in northern Europe while declaring those in southern Europe to be a “disaster.” Read more
After recent (and in some cases very dramatic) bearish conversions by the likes of JPM, BofA, Citi and UBS, the only bank that steadfastly held a bullish view on stocks during the recent market squeeze higher was Goldman Sachs.Not any more.
On Thursday, Goldman strategist David Kostin appeared on CNBC, where he too join the bearish crowd and said that based on the threat of margin collapse (“35 out of 53 tech companies had margin declines”) and record-high stock valuations this year, it’s time to play defense in “a tough market…
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