12.22.13: Weekend Links of Some Gravitas

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for individual investors, returns are “extrapolative”. Explained another way years ago by a fellow contributor to TheStreet.com, Gary Dvorchak, individual or … Continued

11.3.13: Weekend Reading Worth a Look

JPM’s US Equity and Earnings Insights: We should have had this on the weekend earnings update, published yesterday, but Joe Tanious of JP Morgan’s Market Insights Group published a piece on “A Look at US Equities” on 10/28, talking about … Continued

Trading update

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice versa), and these days, when it comes to the capital markets, politics matters. Each day we seem to go back … Continued