Citing Census Bureau information, politicians and media pundits often claim that Americans are no better off than they were 30 years ago. However, as detailed in this Economist article, a new report by the Congressional Budget Office disputes this claim, painting a rosier picture of American prosperity. Read the full article in The Economist
Kari was featured on CNBC’s Closing Bell segment Friday afternoon on which she discussed the stock market winners and losers of the week. Watch the video on CNBC.com
The recent Facebook “crisis” over user data is just the latest chapter in the long history of corporate crises. In this article, The Economist analyzes the impact of such crises on long-term shareholder value. Read the full article in The Economist
Healthcare has been a great sector in which to invest for many years now. But as The Economist lays out in this article, there are factors in place that may change the source of those high returns, especially for some participants in the industry. Read the full article in The Economist
Index funds are risky for a variety of reasons. Left to their own devices, investors in passive vehicles tend to underperform the market given their penchant to enter and exit equities at exactly the wrong time. Read Kari’s full article on CNBC.com
Kudos to Maura Healey, whom I know and respect, for investigating how Facebook sold/offered/handed over or otherwise were convinced to share member data with a “company” or “researcher” with unclear and unexplained motives. Read the full article in The New York Times
Active managers are holding fewer stocks and therefore, in a sense, becoming more active. The bigger bets on individual stocks should increase the dispersion of active manager performance. Read the full article in The Economist
Excellent review of the struggle investors have between growth and high interest rates that curb earnings. Read the full article in The Wall Street Journal
Steven Pinker’s latest book, “Enlightenment Now: The Case for Reason, Science, Humanism and Progress,” posits that the prevalence (and allure) of negative news undermines the amazing progress humanity is making. Nowhere is this more true than the public markets, where the most recent bout of volatility focused the minds of investors (and clients alike) more…
I offer my thoughts on the #metoo movement from the perspective of a small business owner. In light of the fact that many small businesses operate without an official HR department, issues may arise without proactively leadership. Read the full article in The Harvard Business Review