IBJ Articles

Rising Rates 101: How it happened and why it matters

2022-05-12T12:57:28-04:00

Rising Rates 101:  How it happened and why it matters Mickey Kim / May 13, 2022 Interest rates have surged at the fastest pace since 2009, as inflation has reached levels not seen in forty years, leading to severe indigestion for the stock and bond markets. Low interest [...]

Rising Rates 101: How it happened and why it matters2022-05-12T12:57:28-04:00

Brace yourself, energy insecurity and $4 gas could be here to stay

2022-04-08T12:14:18-04:00

Brace yourself, energy insecurity and $4 gas could be here to stay Mickey Kim / April 8, 2022 What a difference two years makes!  The Covid-induced economic shutdown crushed U.S. demand for oil, plummeting from 21 million barrels per day (MBPD) to 14 MBPD (down 33%).  Pouring proverbial [...]

Brace yourself, energy insecurity and $4 gas could be here to stay2022-04-08T12:14:18-04:00

Buffett: “Never bet against America,” even during times of war, pandemic

2022-04-08T12:15:00-04:00

Buffett: “Never bet against America,” even during times of war, pandemic Mickey Kim / March 18, 2022 In late February, geopolitical tensions were at the boiling point as Russian president Vladimir Putin dispatched his army to the Ukrainian border for “military exercises” and put his fighter jets along [...]

Buffett: “Never bet against America,” even during times of war, pandemic2022-04-08T12:15:00-04:00

“Sudden-Death Aversion” leads to “suboptimal” choices by NFL coaches, investors

2022-03-01T14:21:38-05:00

“Sudden-Death Aversion” leads to “suboptimal” choices by NFL coaches, investors Mickey Kim / February 18, 2022 On Jan. 16, 2016 the Green Bay Packers traveled to Arizona for a playoff game against the Cardinals (which had annihilated the Packers 38-8 three weeks prior). A 7-point underdog, the Packers [...]

“Sudden-Death Aversion” leads to “suboptimal” choices by NFL coaches, investors2022-03-01T14:21:38-05:00

Investors, realize 2021 was a high-return, low-volatility “unicorn”

2022-01-21T13:40:10-05:00

Investors, realize 2021 was a high-return, low-volatility “unicorn” Mickey Kim / January 21, 2022 In 2021, the S&P 500 had its 12th best annual performance since World War II (posting 70 new all-time highs along the way), but investors should expect more modest returns in 2022.  To prevent [...]

Investors, realize 2021 was a high-return, low-volatility “unicorn”2022-01-21T13:40:10-05:00

Investors should resolve to “KISS” in 2022

2022-01-14T11:12:44-05:00

Investors should resolve to “KISS” in 2022 Mickey Kim / December 24, 2021 Behavioral finance shows investors act more like the imperfectly irrational and illogical Homer Simpson than the perfectly rational and logical Mr. Spock.  It’s human nature to believe complex solutions must be superior to the simpler [...]

Investors should resolve to “KISS” in 20222022-01-14T11:12:44-05:00

Zillow’s crash reveals danger of algorithms, “gamification” of housing market

2022-01-14T11:02:19-05:00

Zillow’s crash reveals danger of algorithms, “gamification” of housing market Mickey Kim / November 26, 2021 Purchasing a home is likely the most important investment you’ll ever make.  Unfortunately, as anyone trying to buy a house can confirm, the pandemic has turned what should be [...]

Zillow’s crash reveals danger of algorithms, “gamification” of housing market2022-01-14T11:02:19-05:00

Don’t be spooked by fears of another “Taper Tantrum”

2021-10-04T12:35:52-04:00

Don’t be spooked by fears of another “Taper Tantrum” Mickey Kim / October 1, 2021 September has been the weakest month for U.S. stocks going back to 1950.  The Wall Street Journal headline on September 21 brayed, “Stocks Record Biggest Slump Since Spring.”  It’s been more than 300 [...]

Don’t be spooked by fears of another “Taper Tantrum”2021-10-04T12:35:52-04:00

Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?”

2021-09-03T11:26:10-04:00

Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?” Mickey Kim / September 3, 2021 Whether it’s Ali vs. Frazier in boxing (the “Thrilla in Manila”), Duke vs. Kentucky in basketball or Godzilla vs. Kong in the movies, when “titans” clash, it always makes [...]

Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?”2021-09-03T11:26:10-04:00

Confusing Speculating With Investing IS Hazardous to Your Wealth

2021-08-10T14:48:15-04:00

Confusing Speculating With Investing IS Hazardous to Your Wealth Mickey Kim / August 6, 2021 There’s a whole industry built around convincing you investing is as easy as child’s play and you can trade your way to prosperity, all for free. Whether it’s the very clever and entertaining [...]

Confusing Speculating With Investing IS Hazardous to Your Wealth2021-08-10T14:48:15-04:00