Weekend Reads for Investors: Themes to Watch, MOOCs, and Olympic Predictions
Goldman Sachs recently released its “S&P 500 Beige Book,” a quarterly survey of corporate conference calls which similarly collects “anecdotal evidence of fundamental and thematic trends” from...
View ArticleWeekend Reads for Investors: Diverge From the Herd
Oaktree Capital’s founder and chairman Howard Marks publishes periodic memos that are widely considered “must reads” for those in the investment industry, and his latest missive should be no exception....
View ArticleInstitutional Investing in Uncertain Times
For three of the largest religions of the world, last week was an important week of cherished celebrations. Just as each of these institutions needs to look after its flock both now and in the future,...
View ArticleInvestment Wisdom from the Masters: Risks and Relative Values in Diversified...
“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy...
View ArticleShiller vs. Siegel: Is the Stock Market Overvalued?
Is the stock market overvalued? That depends on who you ask. Nobel laureate Robert J. Shiller says "yes," while Jeremy Siegel says "no."
View ArticleWhat Do Investment Professionals Need to Hear?
How do you locate the ideas today that the investment community will be discussing tomorrow?
View ArticleBeware of Experts Bearing Forecasts
As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long...
View ArticleRobert J. Shiller on Bubbles, Reflexivity, and Narrative Economics
Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to...
View ArticleTop 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett
The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.
View Article