In praise of an anachronistic technology
…a slide projector and screen and (c) a way to label and store all the images. Online music streaming: NO. I grew up with vinyl and tapes (reel-to-reel, cassettes and…
…a slide projector and screen and (c) a way to label and store all the images. Online music streaming: NO. I grew up with vinyl and tapes (reel-to-reel, cassettes and…
…risky portfolio of assets, most commonly between 7.5 and 8 percent a year, far above the roughly 5 percent growth path we might expect for nominal GDP. … All of…
…put the money invested in it back into Paulson’s hedge funds in New York, as a portfolio of insurance “reserves” to be held to pay off insurance risks that go…
…How We Dealt with the Things that were Broken” Some rather revealing statements by Tim Geithner to Daniel Gross’s questions: GROSS: There’s a perception that you regard your portfolio narrowly,…
…of making promises about what future FOMCs will do when the current members are replaced. But they still stress forward guidance effect over portfolio balance effects (which will be minor…
…international economics and international finance. I just celebrated the 25th anniversary of publishing SEER — my equity strategy product. I model the S&P industries and advise portfolio managers on how…
…and under Democrats it was 14.2%, or almost double the rate of return under Republicans. If your well being depends heavily on stock returns, as most portfolio managers does, you…
…oil.” Ron Epstein, chief executive of Epicenter IP Group, agreed that pricing patents, especially large portfolios, was difficult. But he said he thought corporate trading in patents would become more…
…I haven’t explained properly why I look at exactly these numbers. I am trying to assess the forward guidance effect of QE III and not at all the portfolio balance…
…al stress the importance of portfolio balance effects — the shift in the supply of risky assets to the private sector which can affect prices and returns without affecting expected…