The Goat Timeline
The main information feed for the founder of Awesome Goat. Fully dynamic. Create an account to compose your own media stream.
Back to top.
Recently Seen Items
Compact view
Reading view
President Trump Misses What's Really Missing from Monetary Policy October 05, 2018
Fed Chairs and their Presidents. The central bank is supposed to be independent, of course, but it’s not always been the case that either party sees it that way. More often than not, there is tremendous coordination among policy goals. Ten years ago ...
Central Bankers Can't Solve What They Don't Understand October 19, 2018
Since reopening from its Golden Week National Holiday, Chinese markets have plunged. The benchmark Shanghai SSE stock index is down nearly 12% (through yesterday) in just nine trading sessions. It is an obvious liquidation event. The loser in the tra...
Central Bankers Really Have No Idea What They're Doing with Money October 26, 2018
The ECB this week maintained its commitment to steadfast blindness. Don’t worry, they’ve done this before. Twice, actually. At least in 2018 they are only pledging to end what will be nearly four years of quantitative easing. There hasn’t been any ea...
Central Bankers Aren't Capable of Evolving With Actual Data November 02, 2018
For commodity investors, a roll yield opportunity can be everything. By rolling over a short-term contract into a longer dated one, speculators can profit off the futures curve regardless of short-term movements in the spot price. It helps police the...
Central Bankers Are Always the Last to Find Out November 09, 2018
Way back in September 2012, the day after Ben Bernanke panicked into QE3, the IMF and World Bank announced that both organizations’ annual board meetings for the year 2015 would be held jointly in Lima, Peru. The concurrence of those two events may n...
Global Economic Rebirth Will Have to Start at Home November 16, 2018
In a country now infamous for false dawns, the one in 1991 really stands out. The Japanese economy had spent the decade of the eighties dominating. There was little little Japan couldn’t accomplish. Even missteps in monetary policy, ignorance more th...
Today's Leaders Don't Even Know What Questions to Ask December 07, 2018
At the Hotel Matignon, Paris, early in the morning of June 7, 1936, the 40-hour workweek was born. Delivered as these things usually are out from the depths of crisis and unrest, France’s Popular Front under Léon Blum had few palatable alternatives. ...
Markets See the Gathering Downside That Powell Does Not December 14, 2018
“At least Iowa is going to hell slower than everywhere else.” That was Charles Evan’s joke to try and lighten the mood. As President of the Chicago branch of the Federal Reserve, it was his job to summarize business prospects throughout the Seventh D...
- Dec 17, 2018 Is CEO Performance Persistent? Dec 17, 2018
- Dec 10, 2018 Do MBAs Make Better CEOs? Dec 10, 2018
- Dec 3, 2018 On Leadership Dec 3, 2018
- Nov 19, 2018 Size Matters, Part III: The Academic Research Nov 19, 2018
- Nov 12, 2018 Size Matters, Part II: Evidence from Europe Nov 12, 2018
- Nov 5, 2018 Size Matters: How Market Structure Favors Small Funds Nov 5, 2018
- Oct 29, 2018 The Story of Yesterday's Winner Oct 29, 2018
- Oct 9, 2018 The Case for International Diversification Oct 9, 2018
- Sep 24, 2018 What Works in Europe Sep 24, 2018
- Sep 17, 2018 Evidence-Based Individual Security Forecasting Sep 17, 2018
- Sep 10, 2018 What Doesn't Matter for Investing in Europe Sep 10, 2018
- Sep 4, 2018 Fears, Facts, and Brexit Sep 4, 2018
- Aug 27, 2018 Beating the S&P 500 Aug 27, 2018
- Aug 20, 2018 Trade Wars and Japanese Equities Aug 20, 2018
- Aug 13, 2018 The Harvard-Yale Endowment Rivalry Aug 13, 2018
- Aug 6, 2018 The Lasting Value of Real Estate Aug 6, 2018
- Jul 30, 2018 The Lure of Venture Capital Jul 30, 2018
- Jul 9, 2018 The Elements of Quantamental Investing Jul 9, 2018
- Jun 25, 2018 Academic Finance Beach Reads Jun 25, 2018
- Jun 18, 2018 What to Expect When Stock Market is Expensive Jun 18, 2018
- Jun 11, 2018 Taking a Long-Term Perspective Jun 11, 2018
- Jun 6, 2018 Global Valuations Jun 6, 2018
- May 29, 2018 Improving our Europe Strategy May 29, 2018
- May 21, 2018 Replicating Our Research in Europe May 21, 2018
- May 14, 2018 How the Weak Win May 14, 2018
- May 7, 2018 In Praise of Short Sellers May 7, 2018
- Apr 30, 2018 The Tribe of Wall Street Apr 30, 2018
- Apr 9, 2018 How to Make Better Forecasts Apr 9, 2018
- Apr 2, 2018 How Do Wars Affect Stock Prices? Apr 2, 2018
- Mar 26, 2018 Credit Default Risk and Leveraged Small Value Equity Returns Mar 26, 2018
- Mar 19, 2018 Interest Rates & Equity Returns Mar 19, 2018
- Mar 5, 2018 Meta-Strategy in Uncertain Environments (Part II: Markets) Mar 5, 2018
- Feb 26, 2018 Meta-Strategy in Uncertain Environments (Part I: Warfare) Feb 26, 2018
- Feb 20, 2018 Japan: The Island Investors Forgot Feb 20, 2018
- Feb 12, 2018 Are Emerging Markets Cheap? Feb 12, 2018
- Feb 5, 2018 Triumph of the Optimists Feb 5, 2018
- Jan 8, 2018 Man + Machine Jan 8, 2018
In Its Fight With the Fed, the Bond Market Wins Every Time December 21, 2018
The Federal Reserve continues to believe that the US labor market is exceedingly tight, and that in the end will prove decisive. Markets globally disagree, including but for more than economic circumstances in the United States. Once again, market ve...
The Boom Died Months Ago, and Had Nothing To Do With Rate Hikes December 28, 2018
There was excitement all over that particular Thursday. Stocks were up, the S&P 500 rising by more than 2%. It was the continuation of relief that began a few days before. The big one, though, was oil. WTI rocketed by 10%, one of the largest daily ga...