Back to Class: A Teaching Manifesto!

I am convinced that each of us is granted moments of grace, where, if we are open to the possibility, we find out what we are meant to do wi...

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January 2019 Data Update 3: Playing the Numbers Game!

Every year, for the last three decades, I have spent the first week of the year, looking at numbers. Specifically, as the calendar year ends...

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January 2019 Data Update 2: The Message from Bond Markets!

I must admit that I don't pay as much attention to fixed income markets, as I do to equity markets, other than to use numbers from the m...

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January 2019 Data Update 1: A reminder that equities are risky, in case you forgot!

In bull markets, investors, both professional and amateur, often pay lip service to the notion of risk, but blithely ignore its relevance in...

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Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices!

The title of this post is not original and draws from Nate Silver's book on why so many predictions in politics, sports and economics ...

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