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Why trends are driven as much by feeling as fact
Rising mortgage rates blamed for slowdown in closely watched index
Strong earnings and massive buybacks have pushed the market back to near a record high, but how long can the streak last?
The jump in volatility may be disturbing but it should help puncture some of the previous complacency
It is always easy for central banks to find reasons not to act
The notion that economic interdependence curbs military aggression is resilient but incomplete
Professor with a prescience about ‘crazy’ house prices
Another set of credit bubbles is popping — this will leave a legacy of financial shocks and bad debt
Valuations as good a guide to returns as anyone can expect to get
Nobel laureate’s technique for adjusting price/earnings multiples for the cycle sends warning sign
Nobel laureate Robert Shiller highlights risks of overvalued stocks
Theme of technology edges ahead of workplace and capitalism to dominate this year’s must-read titles
The prefrontal cortex of coaches, marketers, executives and a few charlatans is lighting up
Nobel prizewinner Robert Shiller on where to put your money when everything looks expensive
Notion that the famous Cape ratio can show when stocks are expensive still holds
French academic recognised for his work on taming the power of oligopolies
There are decent grounds for buying US shares despite high levels
