Rich Americans Keep Borrowing, Defying Economic Gloom

Wealthy people ramped up borrowing in the first half of the year despite rising rates and a stock-market rout that […]

By Aidualc | 18 Aug 22 | Posted in Investment Wisdom, The Big Picture, Trends, Patterns, Indicators | Comments (0)

3 scenarios for how COVID-19 plays out: Morgan Stanley

The market’s response to the 2019 coronavirus, Covid-19, has been intense after a long period of expecting it to blow over.  After worries […]

By Aidualc | 09 Apr 20 | Posted in Investment Wisdom, Stocks | Comments (0)

Are Stock Buybacks Starving the Economy?

Stock buybacks are eating the world. The once-illegal practice of companies purchasing their own shares is pulling money away from […]

By Aidualc | 14 Aug 18 | Posted in Food for Thought, Investment Wisdom | Comments (0)

Big U.S. brokerages chase the rich in departure from retail roots

By Olivia Oran and Elizabeth Dilts | NEW YORK Big U.S. brokerages are redefining the term “wealthy” in their pursuit […]

By Aidualc | 03 Oct 16 | Posted in Private Equity, Retirement & Savings, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Opportunities and challenges lie in the rise of the robo-adviser in the US

By Beverly Chandler The rise of the automated investment advisory service for individual investors in the US has emerged as […]

By Aidualc | 12 May 15 | Posted in Private Equity, Retirement & Savings, Trends, Patterns, Indicators | Comments (0)

Secret hedge fund shorts revealed

Lawrence Delevingne | @ldelevingne   Steve Sanacore The Breakers Palm Beach resort in Palm Beach, Fla., is shown in this aerial […]

By MarketAngel | 10 Mar 15 | Posted in Finding Oxstones, Hedge Fund, Stocks | Comments (0)

Private Equity’s Most Consistent Performers

  The firms that didn’t make the list may be as surprising as those that did.   Asset owners hunting […]

By Aidualc | 17 Sep 14 | Posted in Private Equity, Tools and Resources | Comments (0)

Retiring Wall Street Strategist Gives Amazing Investment Advice Just Before He Quits

One of Morgan Stanley‘s investment strategists, Gerard Minack, is retiring.  This is a bummer. Minack’s work was lucid and helpful. But […]

By MarketAngel | 28 Oct 13 | Posted in Investment Wisdom, Retirement & Savings | Comments (0)

Hedge Fund Alpha is Negative; Down Around 1700 BPs in 11 Years

Adam Parker of Morgan Stanley is out with a new report on the S&P 500. He notes that hedge fund […]

By Aidualc | 21 Aug 13 | Posted in Hedge Fund | Comments (0)

The Next Great Bubble about to Collapse

Senator Orrin Hatch warns that the bubble has the power to “destroy the retirement savings of millions of Americans.” Famed […]

By Aidualc | 28 Jan 13 | Posted in Food for Thought, North America, The Big Picture | Comments (0)