The Success Equation, untangling skill and luck in business, sports, and investing is a book that puts numbers in perspective of sports and business. The writer Michael Mauboussin shows with his two other books, More than you know and Think Twice, that he is located in the spectrum of Behavioral Finance as well. People usually … Continue reading The Success Equation vs OpinioPro
Month: May 2016
Brexit: A big discrepancy between supply and demand of investment research
A referendum is being held on Thursday, 23 June to decide whether Britain should leave or remain in the European Union. This was officially announced a few months back in February. Since then the discussion of the pros and cons has significantly gained momentum. We will show that publishers of investment research (Investment Banks etc.) … Continue reading Brexit: A big discrepancy between supply and demand of investment research
The ETF-Strategist vs OpinioPro
The ETF Strategist: Balancing Risk and Reward for Superior Returns seems dated from the fact that that the book was written in 2008. The writer Russ Koesterich was employed by Barclays as Managing Director and Head of Investment strategy. In June 2009 the index department of Barclays was acquired by BlackRock. In recent years iShares … Continue reading The ETF-Strategist vs OpinioPro
Seven Research Reports you don’t want to miss #8
After two slow weeks, with a lot of public holidays and excellent summer weather, we are back with some interesting research reports that you do not want to miss. Blackrock is signalling an EM sweet spot. With a weakening U.S. dollar, a rebound in commodity prices and a recovering Chinese economy headwinds are abating for … Continue reading Seven Research Reports you don’t want to miss #8
Expected Returns vs OpinioPro
Expecting Returns: An investor’s Guide to Harvesting Market Rewards belongs with its 570 pages to the category of Big Books. This very complete work by Antti Ilmanen explains the heart of investing, in a very clear way that has not been done before. The title appears to say the core of the book is only … Continue reading Expected Returns vs OpinioPro
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