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The Chart Room

Charles Schwab in Advanced Talks to Buy TD Ameritrade: Source

Writing for Reuters, Tamara Mathais and Anirban Sen look at the potential acquisition of TD Ameritrade by Charles Schwab Corporation.

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Creating A Sustainable Economy

Will nations collaborate to stave off climate change and create a sustainable economy?  That is the topic of discussion at the 2019 Climate Change Summit held recently at UN headquarters in New York.  It is also a topic lately examined by Dr. Julie Gorte, Senior Vice President of Sustainable Investing at Pax World Funds.

Read the Article: The Business Case for Sustainability

Read the Article: The Transition to a Sustainable Economy

The Groucho Marx Theory of Efficient Markets

The Efficient Market Hypothesis was developed by Nobel Prize winner Professor Eugene Fama in the 1970s.  This recent article published in Kellogg Insight by Professor Mitchell Petersen of the Kellogg School of Management looks closely at the mechanics of Efficient Markets.

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What a Yield-Curve Inversion Really Says About the U.S. Economy

Can the yield-curve really predict the economic future?  Writing for Bloomberg Businessweek, Peter Coy looks at the yield-curve and what it means in the current financial and political landscape.

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Are Investors Chronically Pessimistic?

Is the glass half-full or half-empty?  Behavioral finance is always an interesting topic to explore. Academics and industry professionals alike analyze market trends and investor habits to better understand individual behaviors.  Writing for the Chicago Booth Review, Dwyer Gunn considers recent works published by Professor Klaus Adam (Oxford), Senior Economist Dmitry Mateev (Bank of Canada) and Professor Stefan Nagel (University of Chicago) on the topic.

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An Unlikely Effect of Jack Bogle’s Creation: Helping to Keep Inflation Low

The legacy and impact of John “Jack” Bogle, founder of the Vanguard Group, is beautifully highlighted in this recent New York Times article by Jeff Sommer.

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Economy Is Strong. Leadership Is Shaky. Which Will Win Out in 2019?

Writing for the New York Times newsletter “The Upshot,” Neil Irwin reflects on the highs and lows of the U.S. economy in 2018 and what may be in store for the year ahead.

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The Market’s Been Falling. I’m Putting My Money in Stocks Anyway

What to do when stock prices fall?  In this recent opinion piece for the New York Times, Jeff Sommer offers his suggestions.

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Trade and Globalization

A report published by Esteban Ortiz-Ospina, Diana Beltekian and Max Roser in Our World in Data (a project of the Oxford Martin Programme on Global Development at the University of Oxford), looks at the history and development of global trade. Originally published in 2014, the article was updated in October 2018 to look at new trends in world markets.

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Jeremy Siegel: Why the Stock Market Slip Is Not a Slide

Professor Jeremy Siegel of the Wharton School discusses the recent ebbs and flows of the stock market. Read the transcript from the Knowledge@Wharton radio show on SiriusXM.

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