Dazzling Guest Speakers in Finance and Business at University of San Francisco in April

Posted by on Apr 3, 2013 in Blog | Comments Off on Dazzling Guest Speakers in Finance and Business at University of San Francisco in April In April, the School of Management of the University of San Francisco will host three great speakers in finance and business.  If you are in the San Francisco community and would like to attend, please contact Margot Frey (mafrey@usfca.edu – 415-422-2084) or Andrew Heitman (aheitman@usfca.edu).  1.  April 16, 2013 5:30–7:00 p.m. Room 516 Agora Common Area Jeremy Howard CEO & President...
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Chincarini Speaks about the Dow Jones High on CBS News

Posted by on Mar 7, 2013 in Media | Comments Off on Chincarini Speaks about the Dow Jones High on CBS News  
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An Indicator of Bubbles in the Housing Market

Posted by on Mar 5, 2013 in Blog | Comments Off on An Indicator of Bubbles in the Housing Market The housing bubble of 2008 was created by a crowd rushing into the housing market.  Some have argued that there was no way to determine whether there was a bubble in housing, yet in the Crisis of Crowding, a few simple measures are shown that help indicate that the housing market had become relatively very expensive by 2007. The measure is very simple.  It considers mortgage rates, housing...
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A New Book Review on the Crisis of Crowding

Posted by on Mar 2, 2013 in Blog | Comments Off on A New Book Review on the Crisis of Crowding http://www.cfala.org/i4a/pages/index.cfm?pageID=4052#Crisis
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The So-So Returns of Losers in January 2013

Posted by on Feb 28, 2013 in Blog | Comments Off on The So-So Returns of Losers in January 2013 In a previous blog, I wrote about the strategy of buying the previous year’s losers and selling the previous year’s winners.  So how did the strategy do in January 2013?  Not so well, but it didn’t hurt either.  The long-short return was 4.44%.  Two companies in the loser portfolio were gone by the end of January.  One was Theratechnologies (THER), which was delisted from...
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