Roger Nusbaum
Roger Nusbaum's Latest Articles | 149
The Notion of Social Benefits
George Soros had a commentary run in the FT late on Thursday and while the main focus was not of great utility there was a comment in passing that got me thinking... Read »
I Hear What They Are Saying I Just Don’t Believe Them
The point that will be made here today is not new by any means but it is a thought I had yesterday but what is different, for me, is the tone of the thought. This... Read »
Are ETFs A Miracle Cure?
By now you know that ETFs provide easy access to the broad market or narrow segments. They are a means to invest or speculate. They also help you regrow hair, lose... Read »
State Pension Funds
In response to my noting the collective $1 trillion hole for the state pension funds a reader asked “Why does a return of 6-8% seem OK for a pension portfolio,... Read »
Are Markets Dumb?
Yesterday Mark Thoma had an interesting look at the efficient market hypothesis (EMH) and cited a couple of papers in an exploration that questions the value of... Read »
ETFs and Panic Avoidance
A couple of good articles from this week that I think are related. One is from the WSJ titled Even Pros Have Trouble With Buy And Hold and one from the FT titled... Read »
Greece is Too Small to Threaten the EU? Really?
We all know much more about sovereign debt solvency than we did a couple of years ago. We now understand some of the dynamics of insuring sovereign debt, we know... Read »
Volcker’s Rule Could Cause A Crash?
The rhetoric surrounding the so called Volcker Rule kicked up a notch yesterday when Dick Bove put out a lengthy which you can read here calling for a crash if this... Read »
How Gary Shilling Sees Things
Barry Ritholtz posted an article from Gary Shilling called 2010 Investment Strategies: Six Areas to Buy, 11 Areas to Sell. I thought I would weigh in on the six... Read »
Is China’s Economy Another Bubble?
Jim Chanos has caused something of a stir in the last couple of weeks or so by proclaiming that China is a bubble. He called the real estate market Dubai 1000 times... Read »







