Four times a year big-time money managers are required to file form 13F with the SEC. This always sparks news stories naming the most important investors, people like George Soros and Warren Buffett, and drawing conclusions about what they are doing. The implication is that you might benefit from looking over their shoulders. You won’t! […]
A seriously flawed story about George Soros got a lot of media coverage today. In the midst of options expiration and breaking news from Ukraine, this story might not seem very important. It was big enough to earn a play from all of the major news sources and a feature on CNBC. No one got […]
It has now been five years since Jeff has been writing 'A Dash.' Before he left for vacation, he mentioned several of his regular themes that are of continuing importance for investors. We took a few of these ideas and found some interesting articles that you might have missed the first time, or might enjoy […]
Anyone who is following the market on a daily basis is paying attention to the strength of the dollar versus other currencies. It can be confusing. While a strong dollar might seem like a good thing, there is actually an inverse market relationship with stocks — at least in recent times. I described the basics […]
Kate Kelly's book, Street Fighters: The Last 72 Hours of Bear Stearns, the Toughest Firm on Wall Street, now on our recommended reading list, is a great source of information and fun to read. It is well-sourced, authoritative, and always interesting. Does it provide, through a look at Bear, the answers to our financial crisis? […]