A recent Bloomberg article features a debate between columnists Nir Kaissar and Noah Smith on whether U.S. companies have accumulated too much debt and whether it represents a risk to…
Tag: Nir Kaissar
Yale's Social Investing Needs Clarity
According to an article in Bloomberg by columnist Nir Kaissar, Yale University recently announced that its $29.4 billion endowment could exit private investments it “deems unethical, extending a policy it…
Bull Market Money Managers: Clients or Convictions?
In an article for Bloomberg, columnist Nir Kaissar discusses the quandary faced by many money managers who have seen the S&P 500 outperform other investments over the last decade. “No…
Value Versus Growth in Emerging Markets
“Emerging markets are flashing warning signs, but don’t tell that to value stocks,” writes Bloomberg columnist Nir Kaissar, who adds, “To some investors’ surprise, value stocks are holding up better…
Are the FAANGs Really a Supergroup?
Facebook, Apple, Amazon, Netflix and Google parent Alphabet “can’t get away from each other,” says an article last month by Bloomberg columnist Nir Kaissar, who argues, “But look closely and…
Emerging Markets Reflect Investor Fear
Emerging market stocks are “taking the brunt of investors’ fears,” writes Nir Kaissar in a Bloomberg article last month, noting a drop in the MSCI Emerging Markets Index on a year-to-date…
Harvard and Yale's Investing Models Should be Available to Every Investor
In a recent article, Bloomberg columnist Nir Kaissar argued that although it’s time to change the securities laws that prevent people from investing like the elite university endowments, there are…
Stock Swings and Earnings
A recent article by Bloomberg columnist Nir Kaissar discusses the market’s increased volatility within the context of earnings. “More than a century of data,” he writes, “show that declines in…
Hedge Fund Stars Losing Shine, But the Industry is Fine
Despite the fact that hedge funds have “fallen on hard times”, writes columnist Nir Kaissar in a recent Bloomberg article, “don’t shed a tear for the industry just yet.” The…
Warren Buffett is the Best Stock Picker
A recent article by Bloomberg columnist Nir Kaissar highlights the investing gifts of billionaire CEO Warren Buffett—who recently released his annual letter to Berkshire Hathaway shareholders. Kaissar underscores how Buffett…