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Insight
17968 posts
Resisting the Siren Song of Factor Timing
Resisting the Siren Song of Factor Timing by Clifford Asness, Ph. D. AQR Capital Management, Inc. It seems…
April 16, 2016
Are 3-Year Track Records Meaningful?
Are Three-Year Track Records Meaningful? by Corey Hoffstein, Newfound Research Summary Many asset management decisions are based on…
April 15, 2016
SIA Weekly: The USDCAD Relationship, and Natural Gas Prices
SIA Weekly: The USDCAD Relationship, and Natural Gas Prices by SIACharts.com For this weekās editions of the Equity…
April 15, 2016
The Global Liquidity Trap Turns More Treacherous
The Global Liquidity Trap Turns More Treacherous by Scott Minerd, Guggenheim Partners LLC For the first time since…
April 15, 2016
Janet Yellen (Might Have) Nailed It*
Janet Yellen (Might Have) Nailed It* by Cullen Roche, Pragmatic Capitalism Coming into 2016 it looked like there…
April 15, 2016
Almost Does(nāt) Count: Ackman Valeant ā Buffett Salomon
Almost Does(nāt) Count: Ackman Valeant ā Buffett Salomon by Peter Cook, WhiteTree āRisk is more things can…
April 15, 2016
Global Fund Managers Were Pretty Scared
Global Fund Managers Were Pretty Scared by Tiho Brkan, Short Side of Long Today we will focus on…
April 15, 2016
Curiouser and Curiouser
Curiouser and Curiouser by The Algonquin Team, Algonquin Capital March 2016 āIt would be so nice if something…
April 14, 2016
The unknown hockey puck phenomenon
by Mawer Investment Management, via The Art of Boring Blog Last week we had a sendoff for one…
April 14, 2016
The unknown hockey puck phenomenon
by Mawer Investment Management, via The Art of Boring Blog Last week we had a sendoff for one…
April 14, 2016
The unknown hockey puck phenomenon
by Mawer Investment Management, via The Art of Boring Blog Last week we had a sendoff for one…
April 14, 2016
The BRICs to consider now
The BRICs to consider now by Terry Simpson, CFA, Blackrock Once considered the darlings of the emerging market…
April 14, 2016