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Inflation expectations, and expectations of those expectations

13 March 2014November 17, 2020 by TLOin Public

Since quantitative easing has never taken place before, the data from the past does not account for what turns out to be a new tool for the Fed: the potential sales of $3 trillion of assets which will in theory allow them to target the entire rate curve as well as the discount rate.

Is 8 percent annual return over the last 3 years any good?

12 March 2014November 17, 2020 by TLOin Public

When clients ask “What’s the performance?” they never consider RISK. The proper way to think about it is Return/Risk, like Miles/Gallon. Or else you will end up broke like everyone else.

Stein's Law: Pollution limits China economic growth

06 February 2014November 17, 2020 by TLOin Public

Last week saw fears that China’s economy was in trouble. Reuters reported the story with a splashy headline — China’s January official PMI slips to six-month low — while HSBC reported a New year fall for PMI: Qu Hongbin, Chief Economist for Greater China and Co-Head of Asian Economic Research, HSBC, said: “A soft start

Behind every great offense there is a defense

04 February 2014November 17, 2020 by TLOin Public

In many ways, stocks and bonds can be thought of as offensive and defensive positions in an investment portfolio. Since 2009, stocks grew to commanded a premium while sentiment toward bonds were probably the worst I’ve ever witnessed in my career.

The Numbers of Risk

29 January 2014November 17, 2020 by TLOin Public

I don’t expect the average investor to do the math for themselves, but there are three key facts that you must know.

Investor sentiment comes full circle since 2009

17 December 2013November 17, 2020 by TLOin Public

Where do we stand now in terms of the investor sentiment cycle?

Larry Summers on Secular Stagnation

17 December 2013November 17, 2020 by TLOin Public

Most interpreted his comments to mean we need more bubbles, but clearly, that is not what he said. Summers saw fit to expand on his comments to help clear things up for those having trouble grasping his English the first time around.

Weekend Food Porn: St. John Bread & Wine

23 November 2013November 17, 2020 by TLOin Public

Vice follows Lee Tiernan, head chef of St. John Bread & Wine around London.

No fudging 8,000 hours of practice

18 November 2013November 17, 2020 by TLOin Public

When asked, Natalie said she has worked at Needlicious full time for four years, which is about 8,000 hours, so I guess she is two years from being able to nail it at .25 pound squares every time.

Find work, and the career will follow

18 November 2013November 17, 2020 by TLOin Public

For God’s sake, find work, and things will start happening!

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