Economy and Investing

In Jason Zweig's latest Wall Street Journal offering "The ‘Dumb’ Money Is Bailing on U.S. Stocks. That’s Smart." he makes the case that "now more than ever, investors need to consider investing in overseas stock markets." His argument is based on the observation that no...
Topics: Economy and Investing

Emerging markets (EM) have been in the news lately, in part because stock markets in those countries have been falling in recent months (for reasons we’ll discuss further) but also because of crises and disruptions occurring in a handful of specific countries. The New York...
Topics: Economy and Investing

If you asked a room of 100 people to define the “perfect” investment, you may not get 100 answers, but you’d certainly get more than one. And more than one answer may be correct! The criteria for judging the merits of an investment include the...
Topics: Economy and Investing

As was surely inevitable, volatility has returned to the markets after an historically quiescent couple of years. As this is being written, markets in Europe are down nearly 5% after a similar drop in the US on Monday. What should we make of this and...
Topics: Economy and Investing