Managing Assets for Billionaires

Alexander Friedman, global chief investment officer at UBS AG’s wealth-management unit, talks about investment strategy. Friedman speaks with Stephanie Ruhle and Barry Ritholtz on Bloomberg Television’s “Market Makers.”

Friedman: `Not a Bad Time’ to Take Risks in Russia

Source: Bloomberg April 16, 2014

More video after the jump

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Category: Investing, Media, Trading, Video

Guest Host: Market Makers with Stephanie Ruhle 10am-12pm

I am guest hosting Market Makers today with Stephanie Ruhle from 10 am-12 pm. We will be talking Markets, IPOs, Housing, and lots of other good stuff. Check it out here  

Category: Media

10 Wednesday AM Reads

Some reads for your midweek morn: • How the wealthy resemble sociopaths: Peculiar Traits of Rich People (Motley Fool) see also Why Rich People Feel Poor (Bloomberg) • When Will The Fed Change Its Reaction Function? (Wonky) (Tim Duy’s Fed Watch) • The first down-quarter for earnings since 2012? (Reformed Broker) • Gold: In search…Read More

Category: Financial Press

Using IPOs to Measure Investor Sentiment

Analyst Mark Hulbert recently raised the question of what the rate of initial public offerings means for the stock market. He looked at IPOs and dividends as a broad way to evaluate investor sentiment. He used a variety of different data points to gauge if stocks were in a bubble. He also drew on (among…Read More

Category: Investing, IPOs, Sentiment

Corporate CapEx Is “Huge Opportunity for Investors”

Josh Brown discusses momentum building for companies to start spending money again and that boost in capital expenditures could lead to all kinds of positives for the economy and the market. “They’re all talking about capex expansion this year; they’re all talking about growth initiatives,” said Brown. “I think the psychology right now is that this could finally be a breakout year for corporate spending.”

Autoplay video after the jump:

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Category: Corporate Management, Investing, Video

United Kingdom Housing Energy Fact File 2013

Category: Digital Media, Energy, Think Tank

4th Anniversary of Gulf Oil Spill

BP and the Government Decided to Temporarily Hide the Oil by Sinking It with Toxic Chemicals … The Gulf Ecosystem Is Now Paying the Price   As we noted at the time, and on the first (and here), second and third anniversaries of BP’s Gulf oil spill, BP and the government made the spill much…Read More

Category: Energy, Really, really bad calls, Think Tank

10 Tuesday PM Reads

Some afternoon train reading: • A way to lower taxes (Fidelity) • Four building blocks for investment success (Abnormal Returns) see also Software is eating investment management (Abnormal Returns) • Big Wealth makes a comeback in the U.S. (MSNBC) • Buy high and sell low, and repeat the process multiple times (Marketwatch) • Taxing, spending, and inequality (Vox) • You…Read More

Category: Financial Press

Tax Day Charts: Federal Revenues and Spending

Since its Tax Day, I thought we might take a look at where your tax dollars go and where they come from. The first chart is Federal Revenues — what the sources of cash are from all sources. As you can see, the biggest revenue line is individual income taxes, accounting for 46% of revenues….Read More

Category: Digital Media, Politics, Taxes and Policy

10 Tuesday AM Reads

Good Tax Day morning. Here’s what I’m reading so far: • On tax day, who wants the rich to pay more? (MarketWatch) see also TurboTax Maker Astroturf Campaign Against Free, Simple Tax Filing (Talking Points Memo) • Yangtze River Delta becomes epicentre for China credit risk (Reuters) • Can your ‘money-losing behavior’ be cured? (MarketWatch)…Read More

Category: Financial Press