Robert Farago
@r_farago
Asset allocation expert at @HLInvest. All views my own.
“One thing experts know, and non-experts do not, is they know less than non-experts think they do.”
ID: 1688407074
21-08-2013 14:22:47
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Ho, I'm speaking at Royal Institution (now on Bluesky) on Sat 23 Sep, 2pm about How To Be A Truth Detective - perfect event for families. Come along! It may or may not feature a fortune-telling cow. Please spread the word...
Fyi Norma Cohen And happy Christmas!
Typo or forecast John Turner ? (From "Three Centuries of Corporate Governance in the UK", Economic History Review )
When buying gilts, it’s good to know what’s being done with your money? In ‘Follow the Money’, Paul Johnson Paul Johnson looks at how the UK government taxes us and spends the money. hl.co.uk/news/buying-uk… From Hargreaves Lansdown Published by Little, Brown UK
How to follow economics - my recommended list of (mostly free) resources. Featuring: Barry Eichengreen National Institute of Economic and Social Research Institute for Fiscal Studies Bank of England Peterson Institute The Brookings Institution NBER CEPR LSE Events TRADING ECONOMICS IMF Bank for International Settlements World Economic Forum Project Syndicate Federal Reserve hl.co.uk/news/how-to-fo…
The rapid rise in globalisation is over. But global supply chains aren't about to be dismantled. Fears of deglobalisation are overdone - unless US tariffs soar... Hargreaves Lansdown Should investors be worried about deglobalisation? | Hargreaves Lansdown (hl.co.uk)
Will AI boost productivity? Big topic. Great speaker. I shall be listening to Jonathan Haskel ,online, over breakfast tomorrow.
Another excellent study by Michael Mauboussin and Dan Callahan, who argue that the puzzling increase in corporate cash balances ($2.5 trillion in the US alone) can be explained by the rising intangible economy. Their key insight is that intangible assets have limited value as