Worthy Reads: Saudi Arabia’s $2 Trillion Fund
Saudi Arabia's $2 Trillion Fund (Bloomberg)
Gold Posts Biggest Quarterly Gain in Decades (WSJ)
$15 Minimum Wage Push Stirs Up (WSJ)
Consumer Stocks Worth a Look (Kiplinger)
Would...
Worthy Reads: Underestimating Retirement Spending
Underestimating Spending in Retirement (WSJ)
The Academic Journal Racket (WSJ)
Investors Flee the 2 and 20 Funds (WSJ)
Chipotle Jumps into Gourmet Burger Fray (Fortune)
London Real Estate on...
The Real POP in Investment Returns, Part II
You knew this was coming. Back in February 2010 I wrote to you about Putnam Investments’ full-page colored ad in the WSJ touting their...
Yellen’s Hidden Agenda and What it means for Your Portfolio
Wow! That was a shocker of a speech by the head of the world’s most important central bank. And it has some serious investment...
How to Become a Millionaire, Part I
You may look at my headline with a touch of disbelief, and, to be honest, I would most often join you in the disbelief...
Worthy Reads: The Coming Condo Bust
The Coming Condo Bust (WSJ)
Shorts Betting Energy Pain Isn't Over (Bloomberg)
Why Trade Critics Are Gaining Traction (WSJ)
Will Value Investing Stage a Comeback (Financial Times)
The Best...
What I Have Learned from Dick Young
You’ve got mail. It’s always nice to get a gem of an email from a client.
E.J.
If there is anything I have learned from Dick...
Worthy Reads: Chinese Pile Into Gold
The Chinese Pile Into Gold (WSJ)
Central Banks Can't Save Us (Bloomberg)
Markets Say Don't Trust this Rally (WSJ)
Debt Buybacks in Vogue (Financial Times)
Home Prices up...
The Monday Melee: Troubling Earnings Season Ahead?
Earnings Could Spoil the Party
Wells Fargo analyst, John Manley, CFA writes:
I don’t think stock market valuation will be a negative (although it probably won’t...
Worthy Reads: The Coming Oil Price Shock?
Why We Could see an Oil Price Shock in 2016 (USA Today)
What Wall Street Gets Wrong about Amazon (WSJ)
Unconventional Asset Allocation Advice in Retirement...