Don't Rule Out the BRICs
Analytically sound concepts need not always translate into durable investment approaches -- and for good reasons
Don’t Fear the New Boss at the Minneapolis Fed
For one thing, former Treasury official Neel Kashkari isn’t a liquidationist, despite what Paul Krugman thinks.
Seeking Income When a Fed-Induced ‘Winter Is Here’
A slow tightening cycle coupled with moderate growth outside the troubled energy sector may support continuation of the third-longest equity bull market in U.S. history.
Ritholtz: Why So Many Hate This Recovery
No matter how much the economy improves, a good number of people insist it hasn’t. Three important factors are at work.
Activists Are Tough on Companies They Don't Own
Two researchers measured activism by looking not at firms targeted by activists, but at the competitors of those firms.
4 Steps to Insuring Clients’ Valuable Artwork at Every Stage
Less than 1% of any piece of art’s life is spent in transit, but transit-related losses account for 18% of all art insurance claims.
Guess What? Obama’s Keystone Pipeline Decision Can Be Reversed
The Keystone pipeline story might not be over yet, since a new president can reverse Obama's decision with relatively low legal risk.
Malkiel: Why Emerging Markets Investing Is Well Worth the Risk
Adding emerging markets to a global portfolio could reduce risk, while CAPE data suggests EM could yield attractive long-term returns, Burton Malkiel writes on ThinkAdvisor.
Maybe Financial Markets Have Been Wrong All Along
The disappearing value premium suggests that stock prices might not be the best available estimate of a company’s value after all.
Why Are Emerging Markets Submerging?
Two major forces are driving emerging markets' recent underperformance.