Wharton's Christopher Geczy discusses this year's Jacobs Levy Prize-winning paper on the link between earnings and stock prices. Q2 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay This year’s winners of Wharton’s Jacobs Levy Prize for Quantitative Financial Innovation, an award given to leading lights in the world of finance, are...
Wharton's Joao Gomes and George Washington University's Tara Sinclair discuss the nation's long-term debt burden and what might be done about it. Q4 hedge fund letters, conference, scoops etc Rilsonav / Pixabay The U.S. national debt has crossed $22 trillion dollars — the highest ever. In the first four months of the...
It would be no exaggeration to say that John Clifton Bogle — known as Jack — did more good for the individual investor than anyone else in the past century. As the investment world remembers his passing this week, the plain-spoken founder of mutual fund giant Vanguard was best...
Journalist Bradley Hope talks about the rise, lavish lifestyle and subsequent fall of Malaysian financier Jho Low. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Malaysian financier Jho Low has been on the lam. He was charged with multiple counts by the governments of the United States and Malaysia in...
Wharton's David Zaring and William Black from the University of Missouri-Kansas City discuss alleged money laundering at the bank. Q3 hedge fund letters, conference, scoops etc By Deutsche Bank AG (GIF format logo) [Public domain], via Wikimedia CommonsDeutsche Bank faces its most severe test yet in the wake of police raids...
For decades, the main recourse for cash-strapped Americans with less-than-stellar credit has been payday loans and their ilk that charge usury-level interest rates, in the triple digits. But a slew of fintech lenders is changing the game, using artificial intelligence and machine learning to sift out true deadbeats and fraudsters...
Author Bethany McLean and Jyoti Thottam, business and economics opinion editor for The New York Times, discuss the risk of a financial crisis arising from the fracking industry's high debt load. Mystery and high stakes often go together, as is the case with fracking — the process of using high...
Wharton's Eric Orts is joined by Stephen Arbogast of the University of North Carolina and Anita Cava of the University of Miami to discuss the new role of ethics in business school education. [REITs] Q2 hedge fund letters, conference, scoops etc geralt / Pixabay There was plenty of blame to assign to the...
One of the great ironies of the 2008 financial crisis is that it was sparked by a product created from a historically safe investment asset: residential mortgages. In the past quarter century, delinquency rates of single-family home mortgages hovered below 3% for the most part except for the time...
Wharton Dean Geoffrey Garrett discusses the impact of the financial crisis and red flags in today's economy. The panic following the collapse of Lehman Brothers a decade ago spread quickly and far, even to markets that were less vulnerable to developments in the U.S., such as Australia. That underscored the...
Markets operate on trust. More than 150 years ago, as the American frontier pushed westward, merchants found themselves doing business with far-flung firms with which they did not have direct relationships. Credit rating agencies were born in response to this need. They provided impartial, independent assessments of reliability; those...
In August, the current bull market in U.S. stocks became the longest one in history — and there are scant signs of it slowing down. The Dow, S&P 500 and Nasdaq have recently set all-time highs despite uncertainty over the trade war with China and political turmoil in the...
September holds the dubious honor of being the month that marked two cataclysmic events with profound global impact: the Sept. 11, 2001, terrorist attacks that ignited the war on terror, and the Sept. 15, 2008, bankruptcy filing of Lehman Brothers that marked the beginning of the global financial crisis. [REITs] Q2...
Wharton's Americus Reed and Erik Gordon of the University of Michigan discuss reviving old brands for millennials and Gen Z. Brand loyalty used to be something companies could rely on to grow and retain their customer base. It was driven in part by cool commercials on network TV and catchy...
Wharton's Susan Wachter and Benjamin Keys discuss the impact of the subprime lending and housing crisis. The U.S. is not about to see a rerun of the housing bubble that formed in 2006 and 2007, precipitating the Great Recession that followed, according to experts at Wharton. More prudent lending norms,...
This week, the world is remembering what is called “Lehman Weekend.” A decade ago, on September 15, 2008, the giant investment bank filed for bankruptcy, triggering what is now called the Great Recession. Lehman’s problems originated in portfolios of risky, subprime housing mortgages that it had bought, and for...
The Great Recession, as harrowing as it was a decade ago, seems to have faded from public memory. It is safe to say that a general sense of normalcy pervades the lives of most Americans. Today, the economic environment could not be more optimistic: The U.S. stock market is...
Wharton's Benjamin Keys, Zillow's Aaron Terrazas and the Brookings Institution's Jenny Schuetz discuss trends in the U.S. rental market. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...
The National Stock Exchange of India, located in Mumbai, is the country’s largest stock exchange. It has more than 1,700 listed companies whose market capitalization exceeds $2 trillion. Founded in 1993 as India’s first electronic exchange, NSE has grown rapidly to become one of the world’s top three stock...
Wharton's Olivia Mitchell and Leora Friedberg of the University of Virginia discuss the $4.4 trillion public sector pension shortfall. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...
Sweden is regarded as the poster child of cashless countries and is expected to become the world’s first cashless society by March 2023. This means that cash will not be a generally accepted means of payment in Sweden. This journey has been powered by various factors such as a...
Wharton's Itay Goldstein discusses his working paper, which uncovers a very early warning signal on the state of the economy. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your...
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