John Paulson’s hedge funds famously made $20b betting on a US house price crash. He told the Sunday Times one chart gave him confidence to make his bet. It was the same data I featured on my blog in September 2006. Here’s why.
read more Commentary by Stuart FowlerMy Feedback article in today’s FT explains what risk levels people actually choose when told the truth about equity risk but also about what it costs to avoid it. The evidence comes from our clients’ choices when working with an academically-endorsed approach FTfm editor Pauline Skypala thinks the industry conspires not to tell you about. We do.
read more Commentary by Stuart FowlerFT columnist John Authers says the S&P never got really cheap in the recent bear market and that this is why ‘market historians’ fear it will retest the low. We reckon the March 2009 low was an historic extreme but that does not mean it will not be retested – that is just not predictable.
read more Commentary by Stuart FowlerWe use No Monkey Business portfolio examples and their actual returns to illustrate what information private clients need and how they should use it.
read more Insights by Stuart FowlerDangerous advice is sometimes the right advice. This Insight sets out a number of reasons why pre-55 vesting may be a good idea.
read more Insights by Joe ClarkNews Categories:
Popular Tags:
Last 12 months:
» About our insights
» About our commentary
» About our research
