The Big Picture
SEPTEMBER 9, 2023
McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.
The Big Picture
OCTOBER 29, 2022
Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. Favorite Books of Jeremy Siegel + Jeremy Schwartz.
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Truemind Capital
AUGUST 12, 2023
We believe the markets will be more volatile over the next 1 year than they have been in the last 7 years. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Overall, we continue to recommend sticking to asset allocation with discipline.
Abnormal Returns
NOVEMBER 4, 2022
Strategy When should you change your asset allocation? amycastor.com) Books Five insights from Edward Chancellor's new book "The Price of Time: The Real Story of Interest." nextbigideaclub.com) Tyler Cowen recommends Jon Hilsenrath's new book "The Trailblazing Economist Who Navigated an Era of Upheaval."
The Big Picture
JANUARY 14, 2024
The Conversation ) • Extreme Weather and Financial Market Uncertainty : Extreme weather can have signficiant effects on business performance— creating significant uncertainty about outcomes for those businesses. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.
The Big Picture
MARCH 7, 2023
Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion.
A Wealth of Common Sense
SEPTEMBER 3, 2023
I love studying financial market history. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. And looking into the booms and busts makes you look at certain dates and outlier events.
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