Posts filed under “Apprenticed Investor”

TBP Conference Schedule

The Big Picture Conf Schedule 10-3-1013

The Big Picture-Conf-schedule-10-3-2013

Category: Apprenticed Investor, Investing, Psychology

This is Your Brain on Stocks (Toronto)

Category: Apprenticed Investor

Whats Your Forecast?

Its Philosophy Friday, and I want to discuss in broad terms the same interesting conversation that keeps coming up: Over the past few weeks, I keep getting that question: Whats your forecast for the economy? Where will interest rates be at the end of the year? Are Jobs going to improve? And of course, the big…Read More

Category: Apprenticed Investor, Philosophy, Really, really bad calls

Lehman’s Thud Signaled an Enduring Trauma. It Didn’t Cause It.

>     My Sunday Washington Post Business Section column is out. This morning, we look at the role of Lehman Brothers within the broader collapse, Lehman’s thud signaled an enduring trauma. It didn’t cause it. As we have noted many times before, Lehman fell due to the same factors that drove Bear, Citi, AIG,…Read More

Category: Apprenticed Investor, Bailouts, Really, really bad calls

How Microsoft Lost Its Dominance

  My Sunday Washington Post Business Section column is out. This morning, we look at how Microsoft’s slow decline in What’s behind Microsoft’s fall from dominance?. The short version is this: Once Gates & Co lost its Monopoly, they were unable to generate much in the way of successful new businesses line. Their decline was inevitable…Read More

Category: Apprenticed Investor, Corporate Management, Technology

How to Avoid Being a Wall Street Muppet

How to Avoid Being a Wall Street Muppet Barry Ritholtz Washington Post, August 23 2013       On March 14, 2012, Greg Smith resigned from Goldman Sachs in an op-ed published by the New York Times. It was a notable moment in financial history for a couple reasons. First, Smith leveled an embarrassing public…Read More

Category: Apprenticed Investor, Financial Press, Investing

Don’t Be a Wall Street Muppet

>   My Sunday Washington Post Business Section column is out. This morning, we look at how Muppet portfolios develops, and advise readers to Avoid Being a Wall Street Muppet. Here’s an excerpt from the column: “About 10 percent of the new accounts that we see are muppet portfolios. These typically hold hundreds of positions….Read More

Category: Apprenticed Investor, Investing

“I Am Looking to Outperform the Markets by 4-5% a Year”

Lately, the day job has been inspiring many of our Philosophy Phriday posts. (This coming Sunday’s WaPo column was also inspired by what we see int he office). Today’s post is another such example. Perhaps its because we run a somewhat different business model than is typical in the finance industry in the US. Our…Read More

Category: Apprenticed Investor, Hedge Funds, Investing, Philosophy, Psychology, Really, really bad calls

Why did God invent economists?

10 reasons why economics is an art, not a science Barry Ritholtz Washington Post, August 9, 2013       “Why did God invent economists?” “To make weathermen feel good about themselves.”   That’s a quip from David Rosenberg, former chief economist at Merrill Lynch who is now working at Gluskin Sheff, the wealth management…Read More

Category: Apprenticed Investor, UnGuru

Economics is an Art, not a Science

>   My Sunday Washington Post Business Section column is out. This morning, we look at what good economists are to investors. The print version had the full headline What this investor took away from summer camp with the economists while the online version was 10 reasons why economics is an art, not a science. It…Read More

Category: Apprenticed Investor, UnGuru