Anthony Ramos Posts - TopicsExpress

Here you go Anthony Ramos, right from Schiller himself - most of
Here you go Anthony Ramos, right from Schiller himself - most of the returns on the S&P 500 come from dividends, not capital appreciation. The real...

These are significant changes for a few reasons: First, medical
These are significant changes for a few reasons: First, medical debt is often beyond the consumer’s control, because unlike an unpaid rent check or ...

BI: Why do you think youll be able to do it better than other
BI: Why do you think youll be able to do it better than other companies? NW: Because we have spent way more time thinking about personality fit. We�...

All the growth stocks are staying in private equity. Not that you
All the growth stocks are staying in private equity. Not that you should be stock-picking. And he misses the fact that it happens partly b/c Goldman...

Seriously, short Google. It was very clear from that conference
Seriously, short Google. It was very clear from that conference that no one there has any idea what the future of the company is, much less how theyr...

On the other hand, plenty of finance professors view shorts as
On the other hand, plenty of finance professors view shorts as society’s best hope of killing asset bubbles before they get too big. If the profs ar...

For most people, the greatest challenge to near-and-dear
For most people, the greatest challenge to near-and-dear convictions is Modern Monetary Theorys claim that a sovereign government’s finances are not...

The bottom line is that the US profits margin cycle has begun to
The bottom line is that the US profits margin cycle has begun to turn down at long last (see chart below), said Edwards. It is doing so from elevated ...

This also points to a dark side to the moderation. Hyman Minsky,
This also points to a dark side to the moderation. Hyman Minsky, an economist who died in 1996, argued that long periods of stability are ultimately d...