|
The Watchdog That Didn`t Bark 10/01/2004: Money Magazine Ever since 2003 -- when New York State attorney general Eliot Spitzer exposed chronic corruption in the mutual fund business -- legislators, regulators and the media have been spewing out plans to fix the way funds are run. Is there a better way? http://money.cnn.com/2004/09/14/funds/freeintro_funds_watchdog_0410/index.h...; http://www.jasonzweig.com/uploads/10.04FundDirectors.pdf
What Warren Buffett wants you to know 05/03/2004: 2:58 PM EDT How do you learn from a master? Start by listening to what he has to say. (A summary of Warren Buffett and Charles Munger’s remarks at Berkshire Hathaway’s 2004 annual meeting.) http://money.cnn.com/2004/05/03/pf/buffett_qanda/index.htm
Folksy fun at Buffett meeting 05/01/2004: 11:37 AM EDT The faithful flock to Omaha for Q&A with investor. Rock star Buffett sings, shows off boxer shorts. (A live report from the 2004 annual meeting of Warren Buffett’s Berkshire Hathaway Inc.) http://money.cnn.com/2004/05/01/pf/buffett_day_two/index.htm
Warren Buffett, rock star 05/01/2004: 11:24 AM EDT A mosh pit of millionaires -- MONEY's Jason Zweig reports from the Berkshire annual meeting. http://money.cnn.com/2004/05/01/pf/buffett_meeting/index.htm
The Vanguard chronicles 04/23/2004: Money Magazine Red-hot growth is testing the quirky, quasi-religious culture of this mutual-fund icon. http://money.cnn.com/2004/03/23/markets/freeintro_vanguard_0404/
Putnam: The greed machine 12/21/2003: Money Magazine The problem is not just scandalous trading. It`s putting profits first and investors last. By Adrienne Carter, Amy Feldman and Jason Zweig, Money magazine http://money.cnn.com/2003/11/21/funds/fundsfire_investing_putnam_0310/index...; http://www.jasonzweig.com/uploads/12.03Putnam1.pdf; http://www.jasonzweig.com/uploads/12.03Putnam2.pdf
Funds you can trust 11/23/2003: Money Magazine Amid the ongoing scandals in the fund industry, there are things you can do to avoid getting burned. http://money.cnn.com/2003/10/23/funds/10_commands_zweig/; http://www.jasonzweig.com/uploads/11.03FundTrust1.pdf; http://www.jasonzweig.com/uploads/11.03FundTrust2.pdf; http://www.jasonzweig.com/uploads/11.03FundTrust3.pdf
What Would Jesus Buy? 05/01/2003: TIME Magazine Can an investor become more righteous, and richer, by avoiding \"unholy\" stocks? http://www.time.com/time/magazine/article/0,9171,1101030519-451000,00.html
Momentum Mori 05/01/2003: Money Magazine, Vol. 32 No. 5 What should we make of Garrett Van Wagoner? http://money.cnn.com/best/magazine_archive/2003/05/INVE-01.html
Inside the world\'s largest fund 04/01/2002cnn.com In control of $80 billion, Magellan manager Bob Stansky wants to beat the market -- but he\'s no gunslinger. http://money.cnn.com/2002/01/11/funds/q_stansky/index.htm
How September 11th hit funds 11/22/2001: Money Magazine Some top fund managers relate their experiences on a tragic day. http://money.cnn.com/2001/10/22/funds/q_tendays_main/index.htm
Here Come the Bogleheads 09/01/2001: Money Magazine, Vol. 30 No. 9 On A Sunny Summer Weekend, Dozens Of Strangers Gather To Hear Jack Bogle Preach Vanguard\'s Investing Gospel. Don\'t They Have Anything Better To Do? http://money.cnn.com/best/magazine_archive/2001/09/VAN.html; http://www.jasonzweig.com/uploads/9.01Bogleheads1.pdf; http://www.jasonzweig.com/uploads/9.01Bogleheads2.pdf
“Fat Tails, Thin Ice” 06/01/2001: Morningstar In this speech, the keynote address to the 2001 Morningstar Investment Conference, Jason talks about how financial planners misunderstand and misuse the lessons of history: They cite academic studies “proving” investment theories without ever reading them; they extrapolate past data without questioning the quality and durability of the numbers; and they fail to communicate investment risk in terms clients can understand. Jason offers suggestions on how to do better. http://datalab.morningstar.com/Midas/Home/ArticlesResearch/DL_Article_FatTa...
Will The Janus Way Go Astray? 01/01/2001: FORTUNE Magazine MONEY magazine's mutual fund columnist Jason Zweig gets under the hood of Janus' magical money machine. http://www.fortune.com/fortune/investing/articles/0,15114,390122,00.html
If Your Clients Know as Much as You Do, How Can You Keep Them? 12/01/2000 In this speech, Jason warned that money managers needed to build an emotional bond with their investors before it was too late. All too many fund companies rely on hot performance and marketing gimmicks, instead of building trust by managing risk and investing for the long term. With the benefit of hindsight, it seems a shame that more people in the fund industry didn’t take this speech (to the Association for Investment Management & Research) more seriously. http://jasonzweig.com/
Don\'t Get Me Wrong 07/01/2000: Money Magazine, Vol. 29 No. 7 When should a fund manager--or an investor--admit a mistake? http://money.cnn.com/best/magazine_archive/2000/07/FUN.html; http://www.jasonzweig.com/uploads/7.00Longleaf.pdf
The Best Investor You\'ve Never Heard Of 06/01/2000: Money Magazine, Vol. 29 No. 6 From A Nondescript Apartment In Des Moines, Joseph Rosenfield--A Longtime Pal Of Warren Buffett-- Has Turned $11 Million Into $1 Billion. Who Is He, And How Did He Do It? http://money.cnn.com/best/magazine_archive/2000/06/IOW.html; http://www.jasonzweig.com/uploads/6.00JoeRosenfield1.pdf; http://www.jasonzweig.com/uploads/6.00JoeRosenfield2.pdf
Chart Burn 04/01/2000: Money Magazine, Vol. 29 No. 4 The \"mountain charts\" in fund ads can be confusing. http://money.cnn.com/best/magazine_archive/2000/04/FUN.html; http://www.jasonzweig.com/uploads/4.00ChartBurn1.pdf; http://www.jasonzweig.com/uploads/4.00ChartBurn2.pdf
Is a green fund a good fund? 11/11/1999: money.com Jason weighs in on the merits of socially-responsible mutual funds. http://robots.cnnfn.com/1999/11/11/mailbag/mailbag/index.htm
Behavioral Finance: What Good Is It, Anyway? 10/01/1999: Harvard University Behavioral finance – the study of investing psychology – is getting tons of attention. The trendiest money managers all say they use behavioral finance to exploit the mistakes of irrational investors. In this speech to a conference at the John F. Kennedy School of Government at Harvard University, Jason argues that behavioral finance is not a window onto the behavior of other people, but a mirror that shows our own shortcomings; we should use it not to take advantage of other stupid investors, but rather to make ourselves smarter investors. http://www.jasonzweig.com/wip/documents/speeches/Behavior.doc
Bogle: Going But Not Forgotten 10/01/1999: Money Magazine, Vol. 28 No. 10 No one would have expected John C. Bogle, iconoclastic founder of Vanguard funds, to go gentle into that good night. And he didn\'t. When top executives at Vanguard began pushing their feisty senior... http://money.cnn.com/best/magazine_archive/1999/10/bogle.html; http://www.jasonzweig.com/uploads/10.99Bogle.pdf
Fund Wars 09/01/1999: Money Magazine, Vol. 28 No. 9 A secret battle is raging between fund companies and financial planners--and you may be caught in the crossfire. (The first major article to point out that the fund industry was being infiltrated by fast-trading market timers who could hurt small investors.) Pat Regnier and Jason Zweig http://money.cnn.com/best/magazine_archive/1999/09/war0901.html; http://www.jasonzweig.com/uploads/9.99FundTiming1.pdf; http://www.jasonzweig.com/uploads/9.99FundTiming2.pdf
“Expert Q&A” 08/01/1999: morningstar.com In this online chat, Jason fields questions from Morningstar users about everything from stock-picking “systems” to index funds, how and why to use a broker, investing in corporate bankruptcies, saving for college, the fine points of bond funds, and the ethics of financial journalism. [Conversation 676: in the “Jump to #” box, enter 676] http://socialize.morningstar.com/NewSocialize/asp/fullconv.asp
Putting Investors First 05/01/1997 What should matter more to mutual funds: investment results or marketing success? In this speech -- to a group of fund executives at a dinner held in conjunction with the annual meeting of the Investment Company Institute – Jason warned that the fund industry was heading for disaster by trying to serve both masters. The speech infuriated the audience; several attendees stood up at the end and yelled that Jason had insulted their integrity. The trading scandal exposed in 2003 suggests that Jason’s doubts about their integrity were valid. http://jasonzweig.com/Serving2Masters.doc
Why Do Mutual Funds Cost So Much? 06/01/1995: Morningstar Investment Conference In this speech, Jason told the history of rising expenses over the years and reviewed – then dismantled – the fund industry’s justifications for the ever-higher flood of costs. If you want to learn more about how high fund expenses are, how they got there, and what to do about them, you may find that this speech (given while Jason was the mutual funds editor at Forbes) remains a useful resource. http://jasonzweig.com/Morningstar1995.doc
The Oracle Speaks 05/01/2005: cnn.com Warren Buffett speaks to the faithful at Berkshire Hathaway\'s annual meeting. http://money.cnn.com/2005/05/01/news/fortune500/buffett_talks/index.htm
Don\'t Get Caught in This Big Year-End Tax Trap 12/01/1995: Money Magazine How to avoid a common investing mistake, and some winners and losers. http://money.cnn.com/magazines/moneymag/moneymag_archive/1995/12/01/207745/...
Buffett Solves His Cash Crisis 05/07/2006: CNN.com Buying an Israeli private company signals that Warren Buffett will look overseas for great companies at good prices. http://money.cnn.com/2006/05/07/news/newsmakers/buffett0507/index.htm
Meet America`s Most Reliable Fund Manager 12/01/1995: Money Magazine A profile of Shelby Davis that highlights the difference between short-term flash and long-term success. http://money.cnn.com/magazines/moneymag/moneymag_archive/1995/12/01/207591/...; http://www.jasonzweig.com/uploads/12.95Davis1.pdf; http://www.jasonzweig.com/uploads/12.95Davis2.pdf
The SEC Looks at Whether Vinik Broke the Rules 01/01/1996: Money Magazine A report on personal trading by Jeff Vinik, then the manager of Fidelity Magellan fund. http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/01/01/207655/...
Why Investors Have No Reason to Fret over the Most Recent Fidelity Flap 06/01/1996: Money Magazine A short item explaining the significance of news about personal trading by portfolio managers. http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/06/01/213204/...
Oscar Time for Funds: The Envelope, Please 12/01/1996: Money Magazine Awards for best and worst performance in an industry that is supposed to serve investors. http://money.cnn.com/magazines/moneymag/moneymag_archive/1996/12/01/218830/...; http://www.jasonzweig.com/uploads/12.96FundOscars.pdf
The Best Funds for the Future 10/01/1997: Money Magazine Some thoughts on how to pick funds today with reasonable odds of outperforming tomorrow. http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/10/01/231796/...
Watch out for the Year-End Fund Flimflam 11/01/1997: Money Magazine How do mutual fund managers so often manage to beat the market on the last day of the year? A look at the dirty little secret called windowdressing. http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/11/01/233104/...; http://www.jasonzweig.com/uploads/11.97Windowdressing.pdf
The 1997 Mutual-Fund Oscars 12/01/1997: Money Magazine This year\'s picks and pans in the fund business. http://money.cnn.com/magazines/moneymag/moneymag_archive/1997/12/15/236098/...
How Funds Can Do Better 02/01/1998: Money Magazine Ten proposals to make mutual funds a better deal for their owners. http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/02/01/237250/...; http://www.jasonzweig.com/uploads/2.98HowFundsCanDoBetter.pdf
The Global Thinker 06/01/1998: Money Magazine A brief profile of money manager and investment thinker Gary Brinson. http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243315/...
The Nonconformist 06/01/1998: Money Magazine A brief profile of swashbuckling money manager Ken Heebner. http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243328...
The Team Players 06/01/1998: Money Magazine How groups of managers at Capital Research run the American Funds. http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/06/01/243353/...
The Best Mutual Fund Family in America 08/01/1998: Money Magazine What makes the Longleaf Partners funds so different – and why aren’t more fund companies run the same way? http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/08/01/246600/...; http://www.jasonzweig.com/uploads/8.98Longleaf.pdf
Fidelity Is Back 09/01/1998: Money Magazine Corporate profile of the fund giant, illustrating how it is placing a new emphasis on managing risk. http://money.cnn.com/magazines/moneymag/moneymag_archive/1998/09/01/247700/...
Confessions of a Fund Pro 02/01/1999: Money Magazine A manager explains how the deck is stacked against you: a chat with the pathologically candid Ted Aronson. (The second link offers a more complete transcript.) http://money.cnn.com/magazines/moneymag/moneymag_archive/1999/02/01/254531/...; http://money.cnn.com/1999/01/15/zweig_on_funds/zweig_on_funds/index.htm; http://www.jasonzweig.com/uploads/2.99Aronson1.pdf; http://www.jasonzweig.com/uploads/2.99Aronson2.pdf
Performance Peek-a-Boo 12/01/1998: Money Magazine The BlackRock GNMA Fund shows how Wall Street conjures up mutual fund performance out of thin air. http://www.jasonzweig.com/uploads/12.98PerformancePeekaboo.pdf
The Higher Wisdom of Warren 07/01/2004: Money Magazine Buffett has a lot more to teach than merely how to beat the market. http://www.jasonzweig.com/uploads/7.04Buffett.pdf
A Tale of Two Washingtons 11/01/2004: Money Magazine What you can learn from the drastically different ways Washington Mutual and Expeditors International of Washington communicate with investors http://www.jasonzweig.com/uploads/11.04Washingtons.pdf
We Talked to Chuck 01/01/2007: Money Magazine Charles Schwab shares his thoughts on what makes investors succeed and what makes entrepreneurs tick. http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/01/01/8397411...; http://www.jasonzweig.com/uploads/1.07Schwab.pdf
Winning the Home Run Hitter`s Game 02/01/2007: Money Magazine An argument for swinging for the investment fences from Ralph Wanger, the legendary manager of the Acorn Fund. http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/02/01/8398729...; http://www.jasonzweig.com/uploads/2.07Wanger.pdf
Buy. Hold. Profit. Give Back. 07/01/2007: Money Magazine Ariel Capital`s John Rogers built an outstanding record investing in a few `great ideas` for the long run. Then he had his own idea: to launch a school to teach inner-city kids about money. http://money.cnn.com/2007/06/19/pf/rogers_interview.moneymag/index.htm; http://www.jasonzweig.com/uploads/7.07Rogers.pdf
What`s Luck Got to Do with It? 08/01/2007: Money Magazine An interview with fund manager Bill Miller of Legg Mason Value Trust. http://money.cnn.com/2007/07/17/pf/miller_interview.moneymag/index.htm; http://www.jasonzweig.com/uploads/8.07Miller.pdf
Do The Right Thing and Make Money 01/01/2008: Money Magazine The Good and Bad of Ethical Investing: Socially responsible funds deliver decent returns. http://money.cnn.com/2007/12/19/pf/funds/ethical_investing.moneymag/index.h...; http://www.jasonzweig.com/uploads/1.08SociallyResponsible.pdf
What to Do When Your Fancy ETF Goes RIP 08/02/2008: The Wall Street Journal The coming wave of closures in the ETF business http://online.wsj.com/article/SB121762993353705851.html
With Buybacks, Look Before You Leap 08/30/2008: The Wall Street Journal It`s not always good news when companies buy back their shares http://online.wsj.com/article/SB122005273251785043.html
Wall Street Lays Egg with Its Nest Eggs 09/27/2008: The Wall Street Journal Those who give advice do not always take it. http://online.wsj.com/article/SB122246399496280083.html
The Other Reason for Warren Buffett’s Success 11/01/2008: The Wall Street Journal Mr. Buffett is not just better than other market players. He also plays a different game entirely. http://online.wsj.com/article/SB122548632193589047.html
How Bernie Madoff Made Smart Folks Look Dumb 12/13/2008: The Wall Street Journal Why `sophisticated investor` is such an oxymoron. http://online.wsj.com/article/SB122912266389002855.html
Pay Attention to That Window Behind the Curtain 12/20/2008: The Wall Street Journal A look at the perennial problem of year-end `windowdressing` by fund managers. http://online.wsj.com/article/SB122973369481523187.html
Investing Experts Urge ‘Do as I Say, Not as I Do’ 01/03/2009: The Wall Street Journal Even the best investing minds find taking even the best advice easier said than done. http://online.wsj.com/article/SB123093692433550093.html
Where Ezra Merkin Lost His Way 01/10/2009: The Wall Street Journal How a famed value investor ended up ensnared in Bernie Madoff`s Ponzi scheme. http://online.wsj.com/article/SB123154725747869771.html
Smart Money Takes a Dive on Alternative Assets 01/17/2009: The Wall Street Journal How the world`s largest -- and supposedly smartest -- investors got suckered on private equity and hedge funds. http://online.wsj.com/article/SB123215608809092459.html
Pay Collars Won’t Hold Back Wall Street’s Big Dogs 02/07/2009: The Wall Street Journal Why the attempts to cap pay on Wall Street can\'t work. http://online.wsj.com/article/SB123396963383059235.html
Corporate-Cash Umbrellas: Too Big for This Storm? 03/14/2009: The Wall Street Journal As Benjamin Graham warned long ago, some companies keep too much cash for your own good. http://online.wsj.com/article/SB123698238718924581.html
Did Your College Savings Plan Blow up on You? 03/21/2009: The Wall Street Journal How 529 plans delivered just the wrong kind of education to their investors. http://online.wsj.com/article/SB123758112211598861.html
The Fight Over Who Will Guard Your Nest Egg 03/28/2009: The Wall Street Journal Will brokers ever agree to be held to a higher `fiduciary` standard of caring for clients? http://online.wsj.com/article/SB123819596242261401.html
Investors Face Tough Duel When Fighting Brokers 04/11/2009: The Wall Street Journal Why arbitration can be so arbitrary from the investor`s point of view. http://online.wsj.com/article/SB123939571440409313.html
How Group Decisions End up Wrong-Footed 04/25/2009: The Wall Street Journal Why does committee decision-making so often go awry? http://online.wsj.com/article/SB124061065847354263.html
CEOs Need to Bring Investors Along for the Ride 05/02/2009: The Wall Street Journal Some simple suggestions for reforming executive compensation. http://online.wsj.com/article/SB124121294473578541.html
Is Your Fund Pawning Shares at Your Expense? 05/30/2009: The Wall Street Journal A peek into the shadowy world of securities lending. http://online.wsj.com/article/SB124363555788367705.html
Is Vanguard Sailing in Uncharted Seas? 06/13/2009: The Wall Street Journal What was behind the fund company`s bid for the iShares ETFs? http://online.wsj.com/article/SB124483951556110891.html
About Time: Regulation Based on Human Nature 06/20/2009: The Wall Street Journal At long last, behavioral economics comes to Washington. http://online.wsj.com/article/SB124545477468032915.html
Data Mining Isn’t a Good Bet for Stock-Market Predictions 08/08/2009: The Wall Street Journal What butter production in Bangladesh tells us about stock returns in the U.S. http://online.wsj.com/article/SB124967937642715417.html
Can the Supreme Court Undress High Fund Fees? 08/15/2009: The Wall Street Journal A new case offers the chance to improve the way fund boards set expenses. http://online.wsj.com/article/SB125029100014533353.html
A Sign of the Times: The New Meaning of ‘Asset Management’ 03/12/2009: The Wall Street Journal Online A blog post on the latest wrinkle in asset management. http://blogs.wsj.com/wallet/2009/03/12/a-sign-of-the-times-the-new-meaning...
Inside the Madoff Scandal 03/12/2009: The Wall Street Journal Online An online video investigation of Bernard L. Madoff`s Ponzi scheme. http://online.wsj.com/video/inside-the-madoff-scandal-chapter-one/81AB0844-...; http://online.wsj.com/video/inside-the-madoff-scandal-chapter-two/27203456...
Remembrances: Peter L. Bernstein, 1919-2009
Risk-Management Pioneer and Best-Selling Author Never Stopped Insisting Future Is Unknowable
06/13/2009: The Wall Street Journal An obituary for the investment philosopher Peter Bernstein. http://online.wsj.com/article/SB124486041357112031.html#mod%3Dtodays_us_opi...
Keeping Bad Brokers from Fading into the Background 09/26/2009: The Wall Street Journal Should the disciplinary record of brokers disappear two years after they leave the field? http://online.wsj.com/article/SB125391647701442179.html
Staying Calm in a World of Dark Pools and Dark Doings 10/24/2009: The Wall Street Journal What should investors make of insider trading, `flash` orders and `dark pools`? http://online.wsj.com/article/SB125633417039504555.html
Behind Buffett’s Decision, a Lesson from a Mentor
11/04/2009: The Wall Street Journal What Mr. Graham taught Mr. Buffett about cash. http://online.wsj.com/article/SB125730420370927171.html
Why Turning the Page on a CEO Isn`t Always a Panacea 12/05/2009: The Wall Street Journal A look at the belief that corporate destiny is controlled by the boss. http://online.wsj.com/article/SB10001424052748703735004574575880529756434.h...
Remembrances: Christopher H. Browne, 1946-2009: A Career of Finding Value 12/16/2009: The Wall Street Journal An obituary for a leading value investor. http://online.wsj.com/article/SB10001424052748703438404574598442025375858.h...
Will 12b-1 Fees Ever Stop Bugging Investors? 12/19/2009: The Wall Street Journal What should the U.S. Securities and Exchange Commission do about mutual-fund marketing fees? http://online.wsj.com/article/SB10001424052748704247504574604291928484478.h...
Does Golden Pay for the CEOs Sink Stocks? 12/26/2009: The Wall Street Journal Why it makes so little sense to pay tens of millions of dollars to corporate bosses. http://online.wsj.com/article/SB10001424052748704718204574615950355411042.h...
Will New Rules Tame the Wall Street Tiger? 01/23/2010: The Wall Street Journal How financial regulation might be redesigned with the lessons of history in mind.
http://online.wsj.com/article/SB10001424052748703822404575019423049886674.h...
Will We Ever Again Trust Wall Street? 02/06/2010: The Wall Street Journal What would it take for burned investors to return to the markets?
http://online.wsj.com/article/SB10001424052748704878904575031442147996562.h...
Brokers Win, Investors Lose Key Reform
02/27/2010: The Wall Street Journal Why isn’t Congress holding brokers to a higher standard of fiduciary duty?
http://online.wsj.com/article/SB10001424052748703940704575089413832399630.h...
A Star Trader Who Rarely Ever Traded 03/06/2010: The Wall Street Journal What investors can learn from Jack Laporte of T. Rowe Price.
http://online.wsj.com/article/SB10001424052748704869304575103471269923964.h...
Why Fund Managers’ Hot Performance Isn’t So Hot 03/27/2010: The Wall Street Journal Have markets suddenly gotten easy to beat?
http://online.wsj.com/article/SB10001424052748703416204575145703078176296.h...
A Perk of Power: Trading in Companies You Oversee 04/10/2010: The Wall Street Journal Unlike just about everybody else, members of Congress can trade whatever and whenever they want.
http://online.wsj.com/article/SB10001424052702304703104575174124009720464.h...
Full Disclosure: Most Risks Hide in Plain Sight 04/24/2010: The Wall Street Journal Would better disclosure have discouraged investors from buying from Goldman Sachs? http://online.wsj.com/article/SB10001424052748704388304575202280469112698.h...
Lawmakers Bet on Fall in Stocks 05/04/2010: The Wall Street Journal Even as they criticized leverage and short-selling, members of Congress used leverage to short-sell U.S. markets during the financial crisis. A Page One news story with Tom McGinty and Brody Mullins. http://online.wsj.com/article/SB10001424052748703871904575216491495135642.h...
For Bill on Lawmaker Trading, Delay Is Long and Short of It
05/05/2010: The Wall Street Journal A bill that would restrict insider trading by members of Congress is going nowhere in Congress. A news story with Brody Mullins. http://online.wsj.com/article/SB10001424052748704866204575224631314927058.h...
Holding Brokers to a Higher Standard 05/15/2010: The Wall Street Journal Why won`t Congress require brokers to have a fiduciary duty toward clients? http://online.wsj.com/article/SB10001424052748704414504575244621048180014.h...
Why One Legendary Investor Is More Worried Than Ever 05/22/2010: The Wall Street Journal The great value investor Seth Klarman explains why being smart in one dimension may no longer be enough. http://online.wsj.com/article/SB10001424052748704167704575258442772338282.h...
Hey, Money Managers, Stop Putting the Squeeze on Investors 06/05/2010: The Wall Street Journal How the investment business should restructure its services to provide clients a fair shake. http://online.wsj.com/article/SB10001424052748704080104575286580479578498.h...
The Demise of the IPO -- and Some Ideas on How to Revive It 06/25/2010: The Wall Street Journal Where have all the initial public offerings of stock gone? http://online.wsj.com/article/SB10001424052748704569204575328784069347058.h...
Get Ready for a Cataclysmic Market Crash! (Or Maybe Not) 07/10/2010: The Wall Street Journal Some forecasters are calling for the Dow to drop all the way to 1000. What would it take for them to be right? http://online.wsj.com/article/SB10001424052748704799604575356840533734182.h...
A Fund Fee That Keeps on Taking 07/31/2010: The Wall Street Journal Can the Securities and Exchange Commission reform 12b-1 marketing fees in mutual funds without making the whole mess even worse? http://online.wsj.com/article/SB10001424052748704532204575397822332984234.h...
Ticker Shock: When a Catchy Stock Symbol Lures Investors 08/14/2010: The Wall Street Journal You would never buy a stock just because you liked its ticker symbol. Or would you? http://online.wsj.com/article/SB10001424052748703723504575426001633028456.h...
The Market War Between Traders and Investors Heats Up 09/25/2010: The Wall Street Journal Have high-frequency traders hijacked the stock market, and what can anybody do to stop them? http://online.wsj.com/article/SB10001424052748703793804575511990102886132.h...
Congress Staffers Gain From Trading in Stocks 10/11/2010: The Wall Street Journal Another in our series of investigative articles about insider trading on Capitol Hill. With Brody Mullins and Tom McGinty. http://online.wsj.com/article/SB20001424052748703431604575522434188603198.h...
The Credentials Racket 10/16/2010: The Wall Street Journal Those fancy initials after your financial adviser`s name might not be as impressive as they seem. With Mary Pilon. http://online.wsj.com/article/SB10001424052748703927504575540582361440848.h...
What Conflict of Interest? How Power Blinds Us to Our Flaws 10/16/2010: The Wall Street Journal Why do members of Congress and their aides think there`s nothing wrong with the perception of insider trading on Capitol Hill? http://online.wsj.com/article/SB10001424052748704049904575554224110186824.h...
Buffett: Combs Is a ``100% Fit`` 10/27/2010: The Wall Street Journal Who is Todd Combs, the new co-manager of Berkshire Hathaway`s investment portfolio? (With Serena Ng, Susan Pulliam and Gregory Zuckerman.) http://online.wsj.com/article/SB10001424052702303341904575576373008860754-s...
Have You Herd? Your Adviser Is Scared to Set You Straight 10/30/2010: The Wall Street Journal Do financial advisers rebalance their clients` accounts -- or unbalance them? http://online.wsj.com/article/SB10001424052702304879604575582540743655262.h...
Congress Has Active Investors 11/6/2010: The Wall Street Journal Some of the most itchy-fingered investors in America are members of Congress. With Tom McGinty and Brody Mullins. http://online.wsj.com/article/SB10001424052748704405704575596632929737388.h...
Who`s Advising Your Adviser? 11/20/2010: The Wall Street Journal Some of the organizations that train financial advisers put the ``vice`` in ``advice.`` With Mary Pilon. http://online.wsj.com/article/SB10001424052748703688704575621032867952168.h...
Will Shaking Up the Watchdogs Take a Bite Out of Crime? 12/04/2010: The Wall Street Journal What to watch for as states take over regulating many financial advisers from the federal government. http://online.wsj.com/article/SB10001424052748703350104575652883949651588.h...
Will New Rules Help Investors Win Disputes With Brokers? 12/18/2010: The Wall Street Journal If you think your financial adviser treated you unfairly, getting satisfaction can be an ordeal. http://online.wsj.com/article/SB10001424052748703395904576025933033375032.h...
Granny and Clyde: When Seniors Scam Seniors 12/18/2010: The Wall Street Journal A look at the disturbing incidence of elderly financial advisers ripping off elderly clients. With Mary Pilon. http://online.wsj.com/article/SB10001424052748704098304576021600313140180.h...
Why Regulators Can`t Keep `Safe` Bond Funds from Sinking 01/15/2011: The Wall Street Journal What makes rule violations that are obvious in hindsight so hard to spot in foresight? http://online.wsj.com/article/SB10001424052748704637704576082043188855226.h...
A Chance to Veto a CEO`s Bonus 1/29/2011: The Wall Street Journal Will a `say on pay` slow the growth in executive compensation? http://online.wsj.com/article/SB10001424052748703399204576108680208010522.h...
Exchanges Pushed by a Need for Speed 02/10/2011: The Wall Street Journal Stock exchanges have long been not just in the business of trading securities but controlling information. http://online.wsj.com/article/SB20001424052748703716904576134662389503974.h...
These Rookie Regulators Have Got Moxie -- and Not Much Else 03/12/2011: The Wall Street Journal Could tens of thousands of investment advisers be regulated by a handful of law students in Oxford, Miss.? http://online.wsj.com/article/SB10001424052748703327404576194690259075696.h...
Will New Rules on Fees Slow Down Eager-Beaver Brokers? 03/26/2011: The Wall Street Journal How the ``markups`` on stocks and bonds can skin you out of up to 5% of your money. http://online.wsj.com/article/SB10001424052748703696704576222814056970904.h...
Conflict of Interest? Moi? 10/6/2012: The Wall Street Journal What will the first examination of conflicts on Wall Street in a decade turn up? http://online.wsj.com/article/SB10000872396390443493304578038811945287932.h...
Can Annual Reports Save Lives? 12/17/2011: The Wall Street Journal In one of the oddest outcomes of the financial crisis, U.S. securities regulators are now in the business of policing human rights in Africa. http://online.wsj.com/article/SB10001424052970203733304577102412994084008.h...
Now That`s Performance Art 12/24/2011: The Wall Street Journal A look at how hedge funds goose performance -- and fees -- with manipulative trades at yearend. http://online.wsj.com/article/SB10001424052970203686204577116352886527644.h...
Now That`s Performance Art 12/24/2011: The Wall Street Journal How hedge funds pump up performance -- and fees -- in the year-end ritual of `window dressing.` http://online.wsj.com/article/SB10001424052970203686204577116352886527644.h...
Lawmakers Lose in Markets 12/30/2011: The Wall Street Journal Amid the insider-trading scandal on Capitol Hill, are itchy-fingered members of Congress any good at trading? (With Brody Mullins and Tom McGinty.) http://online.wsj.com/article/SB10001424052970203899504577126940157408980.h...
Buffett Looking Out of Step 05/07/2011: The Wall Street Journal In a market addicted to the Fed\'s free money, would you rather own Berkshire Hathaway or Cannabis Science, Inc.? http://online.wsj.com/article/SB10001424052702304020104577386402893189014.h...
Here`s One Way to Beat the Market 06/04/2011: The Wall Street Journal How some managers, including Jim Cramer, get to say they outperform: by comparing themselves to a benchmark with one hand tied behind its back. http://online.wsj.com/article/SB10001424052702304563104576363892725584866.h...
How the Halo Effect Puts a Shine on Apple and Buffett 08/27/2011: The Wall Street Journal Which companies benefit from a warm glow cast over them by charismatic CEOs? http://online.wsj.com/article/SB10001424053111904009304576532861636564194.h...
Berkshire Adds Depth to Bench 09/13/2011: The Wall Street Journal Who is Warren Buffett`s new deputy manager, Ted Weschler? (With Serena Ng.) http://online.wsj.com/article/SB10001424053111904353504576566372894483578.h...
A Disciplined and Driven `Connect-the-Dots` Investor 09/14/2011: The Wall Street Journal An in-depth look at Warren Buffett`s new hire, Ted Weschler. (With Steve Eder.) http://online.wsj.com/article/SB10001424053111903532804576569142588655126.h...
Why a Legendary Market Skeptic Is Upbeat About Stocks 09/10/2011: The Wall Street Journal An interview with Vanguard founder John C. Bogle. http://online.wsj.com/article/SB10001424053111904103404576560913892680574.h...
Buffett Spots Fresh Bargain: Shares in His Own Company 09/27/2011: The Wall Street Journal A look at Berkshire Hathaway`s announcement of a share-repurchase program. (With Jonathan Cheng.) http://online.wsj.com/article/SB10001424052970204831304576594582853871222.h...
When Funds Lend Stock, Who Gains? 10/22/2011: The Wall Street Journal Is your mutual fund or ETF getting the most out of its securities-lending operations for you? http://online.wsj.com/article/SB10001424052970203752604576645442999588006.h...
Unwitting Angels: When Fund Investors Become Bankers 07/30/2011: The Wall Street Journal Is your mutual fund suddenly in the business of bailing out bad debtors with your money? http://online.wsj.com/article/SB10001424053111903635604576476460016084304.h...
Insider Trading: Why We Can`t Help Ourselves 04/02/2011: The Wall Street Journal What blinded Warren Buffett to the conflicts of interest going on under his very nose? http://online.wsj.com/article/SB10001424052748704530204576236922024758718.h...
Why You Shouldn`t Buy Those Quarterly Earnings Surprises 07/02/2011: The Wall Street Journal How impressed should you be when you hear that earnings at most companies beat the consensus forecast? Not very. http://online.wsj.com/article/SB10001424052702303763404576419783497869132.h...
The Extraordinary Popular Delusion of Bubble Spotting 11/05/2011: The Wall Street Journal It turns out the author of `Extraordinary Popular Delusions and the Madness of Crowds`was an apologist for a bubble that unfolded before his very eyes. http://online.wsj.com/article/SB10001424052970204621904577017960729384948.h...
The Rise and Fall of Bill Miller 11/18/2011: The Wall Street Journal What lessons can investors learn from the spectacular record and sudden decline of Legg Mason`s Bill Miller? http://online.wsj.com/article/SB10001424052970204517204577044570430299472.h...
Why Bankers Should Be Grateful for Occupy Wall Street 11/26/2011: The Wall Street Journal A look at the history of intellectual and popular hostility to Wall Street. http://online.wsj.com/article/SB10001424052970203764804577060062028463068.h...
Congress Pushing Curb on Trading 12/06/2011: The Wall Street Journal In the wake of The Wall Street Journal`s articles on insider trading on Capitol Hill, will Congress reform its rules? With Brody Mullins and Tom McGinty. http://online.wsj.com/article/SB10001424052970204083204577082751846890664.h...
Will New Tools Help Small Shareholders Topple Giants? 01/07/2012: The Wall Street Journal Social networks are arising that might give individual investors new powers at corporate annual meetings. http://online.wsj.com/article/SB10001424052970204331304577144920619220332.h...
Ready to Try On Mr. Buffett`s Shoes 01/03/2012: The Wall Street Journal How did Ted Weschler, Warren Buffett`s new investing deputy, get the job? (Co-written with Steve Eder.) http://online.wsj.com/article/SB10001424052970203686204577116853073660824.h...
Meet Suze Orman`s Newsletter Guru 01/21/2012: The Wall Street Journal Is the investing partner of personal-finance diva Suze Orman really No. 1 in performance? http://online.wsj.com/article/SB10001424052970203750404577173344073389960.h...
One Cure for Accounting Shenanigans 01/14/2012: The Wall Street Journal When 11% of the companies in the S&P 500-stock index have used the same auditing firm for at least a half-century, isn`t it high time that accountants had term limits? http://online.wsj.com/article/SB10001424052970203721704577159062085026058.h...
Are Pension Forecasts Way Too Sunny? 01/28/2012: The Wall Street Journal For many pension plans to meet their projections, the stock market needs to grow at nearly 14% a year. Dream on. http://online.wsj.com/article/SB10001424052970203363504577185440666871560.h...
Insider Bill Passes With New Backers 02/10/2012: The Wall Street Journal The STOCK Act to curb insider trading on Capitol Hill moves forward after a series of articles in The Wall Street Journal. With Michael Rothfeld. http://online.wsj.com/article/SB10001424052970203646004577213022335207102.h...
Rough Sledding: Clinging to Stocks 03/10/2012: The Wall Street Journal Lessons on buy-and-hold investing from Daniel Dent, fund manager and Iditarod competitor. http://online.wsj.com/article/SB10001424052970203961204577271670091239232.h...
Keynes -- Stock-Picker Extraordinaire 03/31/2012: The Wall Street Journal The economist John Maynard Keynes, new research shows, was one of the most remarkable investors of the 20th Century. http://online.wsj.com/article/SB10001424052702304177104577313810084976558.h...
And Buffett`s Successor Is... 04/21/2012: The Wall Street Journal Amid the sheer guesswork about who will succeed Warren Buffett at Berkshire Hathaway, can numbers tell us anything? http://online.wsj.com/article/SB10001424052702304331204577355901445439744.h...
Should Robots Replace Regulators? 05/05/2012: The Wall Street Journal With regulators vastly outnumbered by the humans they oversee, could machines do a better job? http://online.wsj.com/article/SB10001424052702304020104577384211255978898.h...
Could Computers Protect the Market From Computers? 05/26/2012: The Wall Street Journal With one electronic meltdown after another in today`s high-speed markets, is human oversight outmoded? http://online.wsj.com/article/SB10001424052702304065704577426092877288770.h...
Can `Skin in the Game` Pose Conflicts? 06/02/2012: The Wall Street Journal A look at BlackRock energy-fund manager Dan Rice and the energy company run by his family. http://online.wsj.com/article/SB10001424052702304821304577438511630586748.h...
A Fund Manager`s Home Cooking 06/16/2012: The Wall Street Journal BlackRock energy-fund manager Dan Rice steps aside after his side businesses come to light. http://online.wsj.com/article/SB10001424052702303410404577468622975187312.h...
BlackRock Fund Manager to Leave 06/22/2012: The Wall Street Journal Energy-fund manager Dan Rice will leave BlackRock, the firm announces. http://online.wsj.com/article/SB10001424052702304441404577480972731325232.h...
Breaking Up Is Hard to Do 07/28/2012: The Wall Street Journal How well would the Glass-Steagall Act work if it were revived? http://online.wsj.com/article/SB10000872396390444840104577553192043480890.h...
When Laws Twist Markets 08/04/2012: The Wall Street Journal The latest effort by Congress to bolster U.S. financial markets and create jobs leads to a boom in British soccer clubs and Caribbean tax havens. http://online.wsj.com/article/SB10000872396390443545504577567213170814048.h...
Protecting Your Bucket 09/15/2012: The Wall Street Journal What`s in the `Buckets of Money` that well-known financial planner Ray Lucia recommends? http://online.wsj.com/article/SB10000872396390444433504577651651830164914.h...
Consumers Get a Watchdog Agency 06/26/2010: The Wall Street Journal New legislation creates the Consumer Financial Protection Bureau. (With Mary Pilon.) http://online.wsj.com/article/SB10001424052748704569204575329130754875618.h...
What Will It Take for Companies to Unlock Cash Hoards? 05/28/2011: The Wall Street Journal Companies have more cash than they know what to do with. It`s a shame so much of it is overseas. http://online.wsj.com/article/SB10001424052702303654804576349282770703112.h...
Is the Market Half-Empty or Half-Full? 07/09/2011: The Wall Street Journal Market pundits still insist on quoting the returns of the stock market without dividends. http://online.wsj.com/article/SB10001424052702304793504576434102752272650.h...
Super Bowl Indicator: The Secret History 01/28/2011:WSJ Online: MarketBeat blog Every January, market forecasters trot out the Super Bowl Indicator again, pretending that it has predictive power. Don`t any of them know it was deliberately conceived as a farce? http://blogs.wsj.com/marketbeat/2011/01/28/super-bowl-indicator-the-secret-...
Keynes: He Didn`t Say Half of What He Said. Or Did He? 02/11/2011: WSJ Online: MarketBeat blog Where is the proof that John Maynard Keynes ever said, `The market can remain irrational longer than you can stay solvent`? http://blogs.wsj.com/marketbeat/2011/02/11/keynes-he-didnt-say-half-of-what...
Berkshire`s New Hire Bears Shades of Buffett 09/13/2011: WSJ Online A first look at Ted Weschler, the money manager hired by Warren Buffett to run part of Berkshire Hathaway`s portfolio. (With Mary Pilon.) http://online.wsj.com/article/SB10001424053111904265504576566933743013152.h...
Buffett`s New Stock Picker Gives Madoff Gag Gifts 09/12/2011: WSJ Online: MarketBeat blog Warren Buffett`s latest hire has a sense of humor. http://blogs.wsj.com/deals/2011/09/12/buffetts-new-stock-picker-gives-madof...
ETFs on the Hot Seat 10/19/2011: WSJ Online: Total Return blog Tune in to Congressional hearings on ETFs. http://blogs.wsj.com/totalreturn/2011/10/19/etfs-on-the-hot-seat/
Watching the Watchdog 10/25/2011: WSJ Online: Total Return blog The Consumer Financial Protection Bureau, even before it opens its doors, is drawing scrutiny. http://blogs.wsj.com/totalreturn/2011/10/25/watching-the-watchdog/
Quantitative Easing: The Wayback Version 10/31/2011: WSJ Online: Total Return blog A look at Federal intervention in the capital markets, from 1866. http://blogs.wsj.com/totalreturn/2011/10/31/quantitative-easing-the-wayback...
A Modest Proposal 11/01/2011: WSJ Online: Total Return blog What if market forecasters were held accountable for the accuracy of their predictions? http://blogs.wsj.com/totalreturn/2011/11/01/a-modest-proposal/
Fund Data Gone Wild 11/03/2011: WSJ Online: Total Return blog Sometimes, websites report wildly divergent statistics on what mutual funds hold in their portfolios. http://blogs.wsj.com/totalreturn/2011/11/03/fund-data-gone-wild/
The Credit Union Stampede 11/04/2011: WSJ Online: Total Return blog With `Occupy Wall Street` fomenting anger against banks, Americans are shifting money to credit unions. http://blogs.wsj.com/totalreturn/2011/11/04/the-credit-union-stampede/
The Wrong Guru for Occupy Wall Street 11/15/2011: WSJ Online: Total Return blog Why has the protest movement latched onto Henry Ford`s ideas? http://blogs.wsj.com/totalreturn/2011/11/15/the-wrong-guru-for-occupy-wall-...
Ay Caramba, Central Bankers! 11/18/2011 The higher a government`s bond yields go, the less its citizens trust the central bank. http://blogs.wsj.com/totalreturn/2011/11/18/ay-caramba-central-bankers/
The Supercommittee as a Risk Factor 11/21/2011: WSJ Online: Total Return blog As the government struggles to get the U.S. debt and deficit under control, companies have started pointing to it as a `risk factor` in their financial statements. http://blogs.wsj.com/totalreturn/2011/11/21/the-supercommittee-as-a-risk-fa...
A Mini-Boom in Financial Planners Going Bust 11/23/2011: WSJ Online: Total Return blog As the recession keeps hitting home, bankruptcies among financial planners -- not just their clients -- are on the rise. http://blogs.wsj.com/totalreturn/2011/11/23/a-mini-boom-in-financial-planne...
Should Suze Orman`s Newsletter Partner Be Pumping His Ratings? 01/23/2012: WSJ Online: Total Return blog A look at how the money diva`s partner represented his Morningstar ratings. http://blogs.wsj.com/totalreturn/2012/01/23/should-suze-ormans-newsletter-p...
Suze Orman Zaps Newsletter Returns 01/23/2012: WSJ Online: Total Return blog The money diva takes down reported results after questions from The Wall Street Journal. http://blogs.wsj.com/totalreturn/2012/01/23/suze-orman-zaps-newsletter-retu...
`We`re No. 1,` Says Suze Orman`s Newsletter Guru. Is He Right? 01/25/2012: WSJ Online: Total Return blog A look at the complicated rationale used by Mark Grimaldi to claim a No. 1 performance ranking for his newsletter. http://blogs.wsj.com/totalreturn/2012/01/25/were-no-1-says-suze-ormans-news...
Suze Orman Parts Ways with Newsletter 04/24/2012: WSJ Online: Total Return blog After calling him `ethical` and `a genius,` Suze Orman ditches her former partner, Mark Grimaldi. http://blogs.wsj.com/totalreturn/2012/04/24/suze-orman-parts-ways-with-news...
BlackRock: The Fund Manager and the Family Business 06/15/2012: WSJ Online: Total Return blog More details on the potentially conflicting interests of BlackRock money manager Dan Rice. http://blogs.wsj.com/totalreturn/2012/06/15/blackrock-the-fund-manager-and-...
How Green Is BlackRock Fund Manager`s Family Business? 06/15/2012: WSJ Online: Total Return blog The unusual environmental impacts of BlackRock manager Dan Rice`s outside interests. http://blogs.wsj.com/totalreturn/2012/06/15/how-green-is-blackrock-fund-man...
Kicking the Can Down the Road 12/21/2011: WSJ Online: Total Return blog An essay on the phrase that suddenly has become the universal way to describe the lack of progress on the world`s financial problems. http://blogs.wsj.com/totalreturn/2011/12/21/kicking-the-can-down-the-road/
The Ron Paul Portfolio 12/21/2011: WSJ Online: Total Return blog A look at the investments of presidential candidate Ron Paul, whose portfolio certainly practices what he preaches. http://blogs.wsj.com/totalreturn/2011/12/21/the-ron-paul-portfolio/
NYSE to Brokers: Hey, No Gambling in the Casino! 01/18/2012: WSJ Online: Total Return blog The New York Stock Exchange sternly reminds its members that `certain gambling activities` are `strictly prohibited.` http://blogs.wsj.com/totalreturn/2012/01/18/nyse-to-brokers-hey-no-gambling...
Dividends: Start Screaming 10/13/2012: The Wall Street Journal Get ready for taxes to take a bigger bite out of your dividend income -- and what investors might be able to do about it. http://jasonzweig.com/online.wsj.com/article/SB10000872396390444657804578052472320753336.html
Mark Zuckerberg: CEO for Life? 02/06/2012: WSJ Online: Total Return blog Facebook`s IPO prospectus dwells on management tenure and compensation. Investors should, too. http://blogs.wsj.com/totalreturn/2012/02/06/mark-zuckerberg-ceo-for-life/
Eurotrashing: The Latest Sales Pitch 02/16/2012: WSJ Online: Total Return blog Direct marketers are starting to exploit the woes of the Eurozone. http://blogs.wsj.com/totalreturn/2012/02/16/eurotrashing-the-latest-sales-p...
So Who Commented on the Volcker Rule? 02/20/2012: WSJ Online: Total Return blog A look at the numbers and variety of comment letters on the proposed banking reform. http://blogs.wsj.com/totalreturn/2012/02/20/so-who-commented-on-the-volcker...
Is There Gold in Them There Bills? 02/28/2012: WSJ Online: Total Return blog To benefit from `money printing` by central banks, you could buy gold.` Or you could buy the company that does the money printing. http://blogs.wsj.com/totalreturn/2012/02/28/is-there-gold-in-that-there-pap...
What Brokers Call Clients Behind Their Backs 03/16/2012: WSJ Online: Total Return blog Why is anyone surprised that bankers at Goldman Sachs call clients `muppets`? http://blogs.wsj.com/totalreturn/2012/03/16/muppets-suckers-and-guppies-wha...
The U.S. House Cleans House (a Bit) 03/27/2012: WSJ Online: Total Return blog Congress balances its own books for the first time in years. http://blogs.wsj.com/totalreturn/2012/03/27/the-u-s-house-cleans-house-a-bi...
Congress Pays, the Public Pays 03/29/2012: WSJ Online: Total Return blog As Congress finally restricts (somewhat) its freedom to trade securities on inside information, the taxpayers foot the bill. http://blogs.wsj.com/totalreturn/2012/03/29/congress-plays-the-public-pays/
A Few More Punishments We`d Like to See 04/09/2012: WSJ Online: Total Return blog As a rogue trader is sentenced to death in China, suggestions on other penalties that might clean up the financial markets. http://blogs.wsj.com/totalreturn/2012/04/09/a-few-more-punishments-wed-like...
Howard Schow, R.I.P. 04/10/2012: WSJ Online: Total Return blog What made the founder of PRIMECAP such a successful investor? http://blogs.wsj.com/totalreturn/2012/04/10/howard-schow-r-i-p/
Between the Lines of the JOBS Act 04/18/2012: WSJ Online: Total Return blog Will the new law be a boon for Main Street or Wall Street? http://blogs.wsj.com/totalreturn/2012/04/18/between-the-lines-of-the-jobs-a...
Crowdsourcing a Debt-Crisis Solution 04/26/2012: WSJ Online: Total Return blog What policymakers could learn from regular folks about how to get the debt and deficit under control. http://blogs.wsj.com/totalreturn/2012/04/26/crowdsourcing-a-debt-crisis-sol...
The JOBS Act Goes Global 05/17/2012: WSJ Online: Total Return blog As Congress attempts to create jobs in the U.S., companies in India get the first boost. http://blogs.wsj.com/totalreturn/2012/05/17/the-jobs-act-goes-global/
Debauching the Currency: What It Looks Like 05/25/2012: WSJ Online: Total Return blog An artist imagines what the U.S. dollar will look like when it gets degraded. http://blogs.wsj.com/totalreturn/2012/05/25/debauching-the-currency-what-it...
The Managed Rankings of ETF Managed Portfolios 10/15/2012: WSJ Online: Total Return blog A look at how the firms that assemble exchange-traded funds can tinker with rankings to make their portfolios look better. http://blogs.wsj.com/totalreturn/2012/10/15/the-managed-rankings-of-etf-man...
Should Crimes of Capital Get Capital Punishment? 07/27/2012: WSJ Online: Total Return blog A look at the history of the death penalty for financial wrongdoing. http://blogs.wsj.com/totalreturn/2012/07/27/should-crimes-of-capital-get-ca...
Are Debtors` Prisons Coming Back? 08/28/2012: WSJ Online: Total Return blog A look back at the history of punishment for delinquent borrowers. http://blogs.wsj.com/totalreturn/2012/08/28/are-debtors-prisons-coming-back...
The Jackson Hole Speech People Should Long Remember 08/31/2012: WSJ Online: Total Return blog A call for resimplifying financial regulations in the age of complexity. http://blogs.wsj.com/totalreturn/2012/08/31/the-jackson-hole-speech-people-...
The Anti-Bernanke`s Early Warning on Quantitative Easing 09/13/2012: WSJ Online: Total Return blog As the Federal Reserve loosens policy again, the long-ago warnings of Melchior Palyi might be worth heeding. http://blogs.wsj.com/totalreturn/2012/09/13/the-anti-bernankes-early-warnin...
Church of England to Bankers: Repent! 09/27/2012: WSJ Online: Total Return blog `Human sin is a reality that has to be taken account of` -- especially in the financial industry. http://blogs.wsj.com/totalreturn/2012/09/27/church-of-england-to-bankers-re...
Jeremy Grantham Speaks: Must-See TV for Investors 11/24/2008: WSJ Online: The Wallet A rare interview with a wise investor. http://blogs.wsj.com/wallet/2008/11/24/jeremy-grantham-speaks-must-see-tv-f...
Journey to the Center of Warren Buffett`s Mind 11/14/2008: WSJ Online: The Wallet A review of Alice Schroeder`s book `The Snowball.` http://blogs.wsj.com/wallet/2008/11/14/journey-to-the-center-of-warren-buff...
Warren Buffett: Read All About Him 11/08/2012: WSJ Online: Total Return blog Two new books add to the collection of volumes about Buffett. http://blogs.wsj.com/totalreturn/2012/11/08/warren-buffett-read-all-about-h...
Buffett Is Out Of Step 05/07/2012: The Wall Street Journal What does the underperformance of Berkshire Hathaway say about the financial markets? http://online.wsj.com/article/SB10001424052702304020104577386402893189014.h...
Should You Bottle Up Your Money in `Baby Bonds`? 11/24/2012: The Wall Street Journal A look at bonds with tiny, $25 denominations and fat yields of up to 7.4%. http://online.wsj.com/article/SB10001424127887324712504578133470673710586.h...
Fund Managers Lift Results With Timely Trading Sprees 12/06/2012: The Wall Street Journal A Page One analysis of the practice of window-dressing or marking the close, by which portfolio managers drive up stock prices just before the end of a quarter. (With Tom McGinty.) http://online.wsj.com/article/SB10001424127887324205404578147190736344284.h...
Berkshire, in Rarity, to Buy Shares 12/13/2012: The Wall Street Journal Warren Buffett buys $1.2 billion in Berkshire Hathaway stock from a private investor. (With Erik Holm and Laura Saunders.) http://online.wsj.com/article/SB10001424127887324481204578175163858501142.h...
How Apple`s Fall Bit Bondholders, Too 01/26/2013: The Wall Street Journal People who thought they were buying short-term bonds ended up paying an arm and a leg for Apple stock as it plunged. http://online.wsj.com/article/SB10001424127887323854904578263941939124314.h...
Investor Aims High With Price For Dell 02/11/2013: The Wall Street Journal A look at Southeastern Asset Management`s valuation of Dell Inc. (With Sharon Terlep, David Benoit and Telis Demos.) http://online.wsj.com/article/SB10001424127887323696404578296410475291922.h... Berkshire Hathaway shareholder letters
Link to Warren Buffett's annual letters to shareholders, 1977 to date. If you want to learn how to think logically and clearly about all the issues that confront investors -- from inflation to stock options to diversification to index funds to the true meaning of risk -- Buffett's brilliant letters are the first (and often the final) word. He will never steer you wrong, and the learning is free and without obligation. http://www.berkshirehathaway.com/letters/letters.html 
Return
to Your Questions by Topic
|