The Stingy News Weekly (09/16/2012)
"the lack of an avenue in which to publish failed attempts at replication suggests self-correction can be compromised and people such as Smeesters and Stapel can remain undetected for a long time."
"'What will happen if we hit the fiscal cliff?' asks Merle Hazard, in an animated surf-style music video."
Shiller launches value indexes
"The new indexes look for cheap sectors based on this approach, finding those with low cyclically adjusted price-to-earnings, or CAPE. The numbers are persuasive. Using data going back to 1902, Mr. Shiller found that an investing strategy that focused on sectors with low cyclically adjusted price-to-earnings ratios outperformed by an average of 1.13 per cent a year."
"It is common to fix the blame for this on the banking crisis. Economies typically take a long time to recover from 'balance-sheet' recessions, as businesses and households focus on paying down debt and rebuilding savings. But what if the problem of slow growth has deeper roots than that? What if slow growth caused the crisis?"
A conversation with Ray Dalio
"Ray Dalio, founder and co-chief investment officer of Bridgewater Associates, L.P., discusses global economics."
All time low yields
"According to both the Barclays high-yield index and the CS HY index, yields in high yield have reached an all time low of 6.6%. Further, over the last few weeks, traders and syndicate desks have been whispering of a simply gargantuan amount of high yield and leveraged loans coming this month. Certain desks have been advocating a move to CCC assets as they still yield approximately 100 bps over their all time low seen on...wait for it...May 2007."
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