Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
Envestnet’s Karabell: Widely Used Economic Data Are Outdated
Numbers, like the GDP and inflation, actually mean little in a rapidly changing world, says Zachary Karabell at the Envestnet Advisor Summit.
Are the Markets Dancing on the Deck of the Titanic?
For a quarter-century, financial markets have not known what it means to price the risk of a superpower confrontation and how it impacts the global business climate. Does the stock market reaction suggest another bubble?
Want to Win the Investing Game? Bet on the Losers
If stocks are mispriced and it is possible to determine, generally, which ones are underpriced, why don’t more investors try to take advantage of this?
Hussman, Last Bear Standing, Stands by Grim Predictions
John Hussman believes himself to be left alone with “permabears” and “nutcases,” and implies that the capitulation of other market skeptics may just confirm the end is nigh.
A New Way to Buckle Up: Convergent and Divergent Strategies
After his “sure bet” against the deutsche mark temporarily wiped him out in 1920, John Maynard Keynes famously quipped, “The market can stay irrational longer than you can stay solvent.”
The Critical Election Question: Can We Spend Our Way Out of a Slump?
For some, government spending is just what the doctor ordered when an economy falls on hard times. But is the doctor a quack or a genius?
Krugman, Paul Clash on Policy, Inflation, Role of Fed
Sparks flew when Paul Krugman and Rep. Ron Paul faced off on Bloomberg TV's "Street Smart" Monday afternoon.
John Maynard Keynes: Top Money Manager? Columnist’s Opinion Brews Controversy
Wall Street Journal columnist Jason Zweig creates weekend stir over legendary economist’s investment record.
Keynes vs. Hayek Smackdown: Battle Still Rages Between Long-Dead Economists
To many market watchers, the fight of the century was the battle royale between economists John Maynard Keynes and Friedrich August von Hayek--and it's a fight that rages on though the opponents died years ago.