7 Key Developments in Emerging Markets
This overview was written by my colleague Ilan Solot. It provides a thumbnail sketch the key developments in seven emerging markets. I found it helpful...
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Real Recovery in Spain is Still Far Away
CNBC ran an interesting story today about the possibility that Spain may begin an economic recovery fairly soon. In particular, two items that are worth...
Germany: The Price of Stability?
My colleague, Fernando Martin, has an interesting chart that plots the real per capita...DP of five industrialized countries since 1991: (click to enlarge) The data...
Defense Contractors Begin to ‘Warn’ of Mass Layoffs
Few defense contractors are among the companies announcing layoffs and plant closures in the Old Dominion. But that doesn’t mean cuts aren’t coming. “Everyone is...
S&P 500 Now 77 Days Above 200 Day Moving Average. Ready to Call a Top?
Hopefully you learned from my previous post that a relentless bull market can cause bloggers who are tired of making money or are... making money...
Understand Your REAL, Real Returns
Just passing this paper along from the comments section. It’s a very good read on real, real returns on various asset classes. This is crucial...
How to beat The Little Book That Beats The Market: Redux (Part 3)
In How to Beat The Little Book That Beats The Market: Redux (and Part 2) I showed how in Quantitative Value we tested Joel Greenblatt’s...
Why ETFGuide Is Dead Wrong About John Bogle
Editor's note: Below is John C. Bogle’s rebuttal letter to Ron DeLegge’s Feb.13, 2013 article titled, “Why John Bogle is Wrong about ETFs.” Mr. Bogle...
Inflation, Jobs, and Real GDP
I see that Paul Krugman is still insisting that Britain’s problems are due to fiscal “austerity,” which would only make sense if they were stuck...
Blackstone Places Big Bet On Residential Real Estate
Stephen Schwarzman, chairman and CEO of The Blackstone Group L.P. (NYSE:BX) said the private equity firm is betting big on residential real estate during an...