Relevant and even prescient commentary on news, politics and the economy.

You searched for: label/portfolio allocation

Goldbugs and inflation

…Swiss Francs, Yen and Euros. If you consider the total bullion supply, the allocation into gold is less than $10 trillion worldwide, a small fraction of the total debt held…

On the Job Market

…some fairly sophisticated algorithms. I’ve built models for macroeconomic analysis, demand forecasting, costing, capital allocation, equity valuation, commodity valuation, marketing research, and hedging. Over the years I’ve used the most…

ABA TAx Section Pronouncement on Carried Interest

…recommendations about the proposed statute, which would apply to service partners in investment service partnerships to characterize income allocations as ordinary compensation income and defer losses, and impose self-employment tax…