The Chart Room

Writing for the Washington Post, Barry Ritholtz takes a look at historic market trends. How did the market react after past Presidential inaugurations? What have the bond markets done in the past? What can the CAPE ratio show us?

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Writing for the New York Times economics and politics website “The Upshot,” Damon Darlin analyzes the 2016 stock picks of several experts. How did they stack up to the S&P Stock Index? What insight could it provide for 2017 investments?

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During the holiday season, many families look for ways to incorporate charitable giving. Writing for Reuters, Chris Taylor explores ways to pass along the importance of philanthropy to the next generation.

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Certified Financial Planner, Carl Richards, contributes a weekly blog to the New York Times. Famous for his napkin drawings, he provides insight into the field of behavioral finance. Recently, he looked at the importance of matching investment strategy to personal goals.

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Congratulations to the Museum of Science, Boston and Michael Bloomberg on this extraordinary gift!

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How often should you look at your retirement account statements? Writing for the New York Times, Ron Lieber investigates this and other behavioral finance questions by analyzing a 2014 Fidelity study on the topic.

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Writing for Bloomberg Markets, John Micklethwait recently published his in-depth interview with Jamie Dimon, CEO of JPMorgan Chase. Topics of discussion include Dimon’s personal career and the role of banks, past and present. It is with great pride we announce that the cover artwork for this article was painted by Kelsey Henderson.

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Bloomberg has summarized some highlights from Warren Buffett’s speeches and annual letters relating to investing and management over the years. He stresses the importance of keeping perspective when investing, the role of cash and diversification.

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Matthews Asia has put together this insightful report which looks at the hot button issues regarding China as well as adding a historical perspective which is often overlooked by many investors. Topics include savings rate and debt, productivity and growth, banking and shadow banking, real estate and property as well as transparency and financial reform.

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The WSJ reviews a book by Gordon Murray, an experienced investment banker who is diagnosed with a terminal brain cancer.
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