Review: Nassim Taleb on Why Leaders Make Bad Decisions
A recent article in Advisor Perspectives provides a review of a new book by “philosopher, businessman, perpetual troublemaker and author” Nassim Nicholas Taleb entitled Skin in the Game: Hidden Asymmetries…
Ray Dalio Talks to Google About his "Principles"
In a recent talk at Google, Bridgewater Associates CEO Ray Dalio discusses his views on life stages, the evolution of Bridgewater and the “idea meritocracy” upon which the firm is…
Jim Paulsen Says Investors Should "Proceed with Caution"
A recent Bloomberg article describes the start of April as “ugly” for the stock market, citing comments by Jim Paulsen of Leuthold Weeden Capital Management that other asset classes have…
Are U.S. Capital Markets as Healthy as They Look?
A recent article in U.S. Chamber of Commerce Foundation discusses the capital market conditions behind the now nine-year-old U.S. bull market, including the shrinkage in the number of publicly-listed firms…
Americans Low on Retirement Savings
A recent article from the Federal Reserve Bank of St. Louis discusses the current state of “retirement readiness” in the U.S. by examining the level of participation in two of…
Warnings About Smart Beta From Smart-Beta Index Provider
A white paper on smart-beta investing released this week by “veteran quant” Eric Shirbini of ERI Scientific Beta says that “second-order risks and exposures aren’t being sufficiently accounted for by…
Bill Nygren Talks Value Investing at Google
In January, Oakmark Funds’ Bill Nygren gave a talk at Google on various aspects of value investing, the path of his career, and how the tech industry has evolved over…
Stock Market Correction Lessons
Just because market corrections are normal, that doesn’t mean they’re painless. This according to a recent article in Bloomberg. The article points out that the present bull market has seen…