Greece's Firebrand Finance Minister Deserves to Be Heard
Vanis Varoufakis was a breath of fresh air in this protracted and exhausting Greek economic drama, which involves alarming human costs.
Summer’s Coming: When Trends and Fundamentals Disagree — Searching for Alpha for May 2015
Do current fundamentals support last month’s equity pullback, or is this is a case where market action and fundamentals simply disagree?
SEC Investigates Bank of America for Doing Nothing
If you make it too obvious that your transaction is about getting around rules, that's the sort of thing that the SEC doesn't like.
What Do Gundlach and Goldman Really Think of Advisors?
A conversation between two asset managers, Jeffrey Gundlach and Goldman's Kent Clark, had some revealing takeaways for advisors listening closely enough.
Fossil Fuel Divestment: Portfolio Consequences and Strategies
Our research suggests that institutions could be better served by a “divestment” portfolio than individuals, but there’s much more to the story.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.
3 Sectors Where Billionaires Bought Ahead of Earnings Season
Where billionaire hedge fund managers like Carl Icahn, Bill Ackman and Warren Buffett placed their chips ahead of first-quarter earnings.
Average Returns, Rarer Than You Think
Plus, the average investor realizes returns of about 3.7%. Why? Because they chase alpha and fail rather than aim for beta and succeed.
The S&P 500’s Dubious Anniversary: Ritholtz
The S&P 500 index looked very different 27 years ago than it does today, Barry Ritholtz writes.
El-Erian: 8 Takeaways From March Jobs Report
Here are eight quick things to know about the jobs report released today, via Allianz global economic advisor Mohamed El-Erian.