Sotheby's Stock Price: The World's Best Overconfidence Indicator?
Sotheby's as an art / risk / discretionary appetite indicator
Rich managers, poor clients. Investors have paid too much for hedge-fund expertise. Better to focus on low costs than star fund managers:
If the outlook for returns in both equities and bonds is subdued, investors should concentrate on the one factor they can control: costs.
The Paradox of Skill: Why Greater Skill Leads to More Luck By Michael J. Mauboussin
DAVID ROSENBERG PRESENTS: 34 Charts You Must See Before Making A Move In 2013
Mamta Badkar | Dec. 21, 2012
David Rosenberg Presents 10 Things In The Economy That Are 'Nearly-Certain'
Mamta Badkar | Dec. 19, 2012
Popular idea of two trades in one: long Japanese stocks, short the yen, can be expressed with $DXJ: