Category: Morningstar

  • Books read in 2017

    Books read in 2017

    Books! Best to worst. Too many music books, as usual, but hey. Sam Lipsyte, The Fun Parts Wack. Haruki Murakami, Absolutely on Music Six extraordinary conversations about music with Seiji Ozawa. Steve Turner, Beatles, ’66: The Revolutionary Year How a boy band became a zeitgeist. Robert Irwin, The Alhambra The story of “The Red” — the only Muslim palace […]

  • Big themes at Morningstar Investment Conference 2012

    Several themes emerged at last week’s Morningstar Investment Conference: Don’t panic 1: “It’s hard to imagine the Eurozone coming apart” (Michael Hasenstab, Franklin Templeton) Don’t panic 2: “For China to experience a hard landing would require two unlikely near-term events… a massive overtightening error, and a banking crisis” (Michael Hasenstab, Franklin Templeton) The best growth […]

  • Morningstar 2010: Yoga master class

    Superstar managers at Morningstar Investment Conference attribute part of their success to yoga… Bill Gross at Pimco: The $227.9 billion Total Return Fund became the world’s biggest mutual fund in 2009, as Gross lured in investors with his handling of the financial crisis. Gross saw the mortgage debacle coming and was able to dodge most […]

  • Chicago restaurants near MIC2010

    For attendees at Morningstar Investment Conference 2010, here is a list of my favorite restaurants within a few miles of the conference (I live a couple miles away myself). Price ratings are purely subjective. The first three are a quick cab ride, the fourth is walking-optional: Tuscany Italian $$ 3 miles 1014 W. Taylor St. […]

  • Morningstar 2010 Preview

    [My chief areas of interest are shown in boldface below.] Morningstar will host its 22nd annual investment conference for financial advisors Wednesday, June 23 through Friday, June 25, at McCormick Place Convention Center in Chicago. This year’s keynote speakers are Jeffrey Gundlach, co-founder, chief executive officer and chief investment officer of DoubleLine Capital, who will […]

  • Morningstar 2008: Accentuate the cognitive

    This morning Bill Bernstein, a former neurologist who has since become a financial guru and founded, gave a free-form talk about his investment approach. Various rebalancing tactics were examined in order to take advantage of differences in return that exist among asset classes. “I believe threshold rebalancing is better than calendar rebalancing — but […]