This week, our Masters in Business radio podcast features Rick Ferri, founder and chief investment officer of Portfolio Solutions. Ferri is a former Marine Corps fighter pilot who spent the first decade of his career working as a retail stockbroker. In the 1990s, he came up with an idea for a low-cost portfolio based on exchange-traded funds while working…Read More
The US Presidential race heats up –18 months prior to election. I yearn for a more civilized process, like the U.K.’s — 2 months and done. Oh, and our morning train reads: • US companies on course to return $1tn to shareholders in 2015 (FT) but see also BlackRock’s Chief, Laurence Fink, Urges Other C.E.O.s to Stop Being So Nice…Read More
Category: Financial Press
Bloomberg Surveillance I am going to be guest hosting on Bloomberg TV/Radio this morning with Tom Keene and Olivia Sterne from at 7:00 am – 8:00 am. We will be discussing many things, including if stock market valuation is cheap or expensive or somewhere in between? The live TV streams here.
The possibility of a deal to limit Iran’s nuclear capabilities and end the international trade sanctions against the country raise a fascinating question: Will there be a peace dividend? A look at history may provide some insight. Based on what we have seen in the past, it is possible that an agreement would have a…Read More