29 Mar 2018

Barclays Twisted View of Corporate Reponsibility

So this is how the world’s largest global banks, in this case Barclays Plc, based in London, play the regulatory and corporate accountability game: The bank admits it deceived investors and swindled them out of $31 billion in mortgage backed securities that helped propel the 2008 housing market-led recession. In

Chuck Epstein 0
20 Mar 2018

Why the Investment Industry Ignores the Retirement Crisis

With over $19 trillion under management and the largest political lobby in Washington, you would think the investment industry, comprised of global banks, investment firms, U.S. registered investment companies and the insurance industry, would have a vested interest in seeing that more Americans enjoy a financially comfortable retirement. But if

Chuck Epstein 0
13 Mar 2018

Kudlow Is No Friend of Individual Investors

The news today that Larry Kudlow, a CNBC TV market commentator and ex-Bear Stearns economist, may be the next White House’s National Economic Council, (succeeding Gary Cohen who resigned) is another bad omen for individual citizens and investors. Kudlow is an unabashed and unquestioning  advocate who pushes the prevailing neoliberal mantra

Chuck Epstein 0
10 Mar 2018

Income Inequality Getting More Scrutiny

Prompted by a slight uptick in wage growth last month and the resulting volatility it caused in the equity markets, the continuing tug-of-war between containing inflation and wage growth Fed and political  policies is getting more attention, but little action. The good news is that there are more articles on

Chuck Epstein 0
06 Mar 2018

New Quant Fixed Income Strategy Offers Defensive Portfolio Protection in Volatile Equity Markets

While the dangers of a market meltdown and continued market volatility can make many institutional investors nervous, there is now a solution that uses a fixed income overlay strategy to convert equity declines and volatility into a defensive strategy using a fixed income overlay strategy. The fixed income overlay strategy

Chuck Epstein 0
05 Mar 2018

The Power Battle Over the Control of Pension Assets Hits the Tipping Point

It’s no secret to more astute investors and political progressives that the decades-long battle to eliminate pensions and replace them with 401(k) is all about who takes the most amount of financial risk and has the most power to influence decisions made by investment firms and corporations.  When a state

Chuck Epstein 0
02 Mar 2018

The Strange True Tale of Witchcraft, Finance and Futures Markets

Artificial Intelligence, quant investing and big data all have a role in generating above-index returns, but it looks like good, old fashioned witchcraft also plays a role in some investing circles. Even more surprising, this “cosmology of investing” has things to teach Western investing professionals. The 2008 the stock market

Chuck Epstein 0