A recent article in Forbes profiles Karen Karniol-Tambour, head of investment research at Bridgewater Associates, the world’s largest hedge fund (assets totaling $160 billion). Karniol-Tambour, the article says, “directs a…
Day: January 9, 2019
Our Beliefs Don't Predict Economy
An article in The New York Times by Nobel Laureate Robert Shiller argues, “The more we learn about how people really think, the more we must rethink economic theory.” Shiller…
Market Insights from Epoch Co-Founder David Pearl
An article in Barron’s offers comments from David Pearl regarding his market outlook and “why free cash flow remains his yardstick of choice.” Here are some highlights: We are in…
Goldman: Commodities Will Surge This Year
Goldman Sachs is predicting 17 percent returns in the commodities market in coming months, according to an article in Bloomberg. In a report from the firm, analysts stated, “Given the…