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Morningstar on Momentum

September 7, 2011
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Momentum and Market Inflection PointsIt is great to see a modern portfolio theory shop like Morningstar admit that momentum beats the market handily over time. Of course you then would expect them to try to find all the flaws in the data. No investment strategy is perfect. No […]

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Hedging Your Exposure to Fire by Dousing Yourself With Gasoline.

September 1, 2011
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Overheard: Surreal Collateral .Another reason why we think it will take a long time to fix the European problem […]

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Hedging Your Exposure to Fire by Dousing Yourself With Gasoline.

September 1, 2011
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Overheard: Surreal Collateral .Another reason why we think it will take a long time to fix the European problem […]

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Something to Keep an Eye on

September 1, 2011
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Fitch Reiterates Warning on China’s Banking System .We have been preoccupied lately worrying about what is going on in Europe and the U.S. but potential problems in China are worth keeping a close eye on […]

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