Posted In: Best Of, Careers, Coronavirus, Drivers of Value, Economics, Equity Investments, History & & Geopolitics, Management, Management & & Communication Skills, Efficiency Measurement & & Evaluation, Philosophy, Portfolio Management, Threat Management, Standards, Ethics & & Regulations (SER).
1. The Buffett Indicator Revisited: Market Cap-to-GDP and Valuations.
How beneficial is the Buffett Indicator really? Navin Vohra, CFA, shares his analysis.
2. GameStop or: Why the Short Sellers Win.
The GameStop short sellers may have left the market, Joachim Klement, CFA, observes. Do not for a minute think they are licking their wounds in defeat.
3. Be careful the Bubble? The United States Stock Market Cap-to-GDP Ratio.
The Buffett Indicator is flashing red and has been for a while now, so care is the watchword, Dhruv Goyal, CFA, writes.
4. Myth-Busting: Money Printing Must Create Inflation.
Shouldnt all the recent financial and financial stimulus result in greater inflation? Perhaps not. Nicolas Rabener takes a look at the data.
5. Aswath Damodaran on the COVID Crucible: A Play in Three Acts.
” In the majority of crises, young business suffer at the expense of old business, risk-on companies get harmed more than risk-off business,” Aswath Damodaran said late last year. “This crisis appears to have flipped the script.” Paul McCaffrey considers Damodarans insights.
6. Capitalism Is Dead, Long Live Debtism.
Should a loan that one neither means nor is required to pay back be considered debt or equity? Sebastien Canderle weighs in on commercialisms uncommon modern-day trajectory.
7. Down the Rabbit Hole: A Cryptocurrency Primer.
Bitcoin and cryptos are not appropriate for all investors, however the world of digital properties might be more than a passing fad. A group of factors from PNC describe.
8. Myth-Busting: Low Rates Dont Justify High Valuations.
Lower interest rates may not, in fact, result in greater P/E ratios, according to Nicolas Rabener.
9. “Your Network Is Your Net Worth”: Seven Tips to Propel Your Career.
Your social capital grows as individuals you help today advance their professions and step into more senior functions tomorrow, Eric Sim, CFA, uses some lessons on how to be a much better networker.
10. Eric Sim, CFA: The Diversified Career Portfolio.
All posts are the viewpoint of the author. As such, they ought to not be interpreted as investment recommendations, nor do the viewpoints revealed necessarily reflect the views of CFA Institute or the authors company.
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Diversification is just as crucial to career portfolios as it is to investment portfolios and few profession trajectorys demonstrate that in addition to that of Eric Sim, CFA, Paul McCaffrey observes.
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Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.
Professional Learning for CFA Institute Members.
Honorable Mention: While we have not traditionally included book reviews when calculating our best-of-the-year statistics, the evaluation by Robert N. Farago, ASIP, of Valuation: Managing the worth and measuring of Companies, 7th Edition, by Tim Koller, Marc Goedhart, and David Wessels was our most popular book review ever.
Tags: Aswath Damodaran, Bitcoin, Buffett Indicator, Coronavirus, cryptoassets, cryptocurrencies, financial history, GameStop, Inflation, interest rates, Myth-Busting, networking, valuations, Warren Buffett.
” In many crises, young business suffer at the expenditure of old business, risk-on companies get harmed more than risk-off business,” Aswath Damodaran stated late last year. Paul McCaffrey considers Damodarans insights.
Paul McCaffrey.
Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Formerly, he served as an editor at the H.W. Wilson Company.
