Ravi Dawar

80 Flips | 10 Magazines | 1 Like | 4 Following | 1 Follower | @dawarravi | Keep up with Ravi Dawar on Flipboard, a place to see the stories, photos, and updates that matter to you. Flipboard creates a personalized magazine full of everything, from world news to life’s great moments. Download Flipboard for free and search for “Ravi Dawar”

Bond Portfolios Made Easy

Bond portfolios usually take a back seat to stock portfolios when it comes to popularity. While they play an important role in overall asset …

Investing

What is the Worst Case Scenario for Bonds?

Bonds are a very confusing financial instrument for most investors. This is especially true for individuals. As I’ve explained before, one of the …

Investing

The United States as a Banker to the World

A few weeks ago I attended a conference on international monetary stability at Stanford's Hoover Institute. It was an interesting conference that …

Warren Buffett: Why stocks beat gold and bonds

<b>In an adaptation from his upcoming shareholder letter, the Oracle of Omaha explains why equities almost always beat the alternatives over …

Whatever Happened to the Invisible Hand of Capitalism?

It has been an interesting week for Fed observers and markets. There is an odd disconnect between the data that we are told the Fed depends on and …

Economics

Tax-efficient fund placement

<b>Tax-efficient fund placement</b> is an issue facing investors holding assets in multiple accounts, both tax-advantaged and taxable accounts. The tax code …

Investing

Three-fund portfolio

A <b>three-fund portfolio</b> is a portfolio which does not slice and dice, but uses only basic asset classes — usually a domestic stock "total market" index …

Investing

Hard Truths For Investors to Wrap Their Heads Around

It's so hard to believe.<p>Investing is difficult because so much of what's important is just hard to wrap your head around.<p><b>It's hard to believe that</b> …

Why the President Isn’t All That Important

As an outsider to the investment community, I am constantly struck by its obsession with politics… and particularly with the role of the president. …

Geopolitics

The Middle East: The Way It Is and Why

Most investors know what an emerging market is. Some might even be able to offer a pretty good definition of what puts the “emerge” into emerging …

Middle East

$100 Trillion Up in Smoke

“We aren’t addicted to oil, but our cars are.” – James Woolsey “The greatest asset, even in this country, is not oil and gas. It’s integrity.” – …

Oil

A Little Chaos Is a Good Thing

A Special Edition of Thoughts from the Frontline Longtime readers know that I rarely delve into partisan politics. That’s not the usual focus of this …

Government

Mapping Russia’s Strategy

There is an old adage, “A picture is worth a thousand words.” In geopolitics, this is especially so, but the pictures in this case are actually maps. …

Iran and Nukes: From Fear and Loathing to Loathing and Cooperation

International sanctions on Iran were lifted on Saturday. It was determined that Iran had carried out its obligations under its agreement with the …

The Eurasian Storm

The Chinese stock market fell dramatically last week. That sounds significant but it actually isn’t. First, the Chinese stock market doesn’t serve …

Wireless spectrum: What it is, and why you should care

CNET's Marguerite Reardon explains wireless spectrum in layman's terms and tells why it's so important to what's happening in the wireless market today.<p>There has been a lot of talk over the past year about spectrum shortages, spectrum interference, companies proposing mergers just to get their …

FRM: Bond duration (introduction)

The 3 Most Popular Vanguard Bond Index Funds | Investopedia

Researching and assembling a diversified portfolio of bonds for an individual investor can be costly and very time-consuming. Also, if an investor …

Investing

Russia’s Strategy

Two things are necessary to understand a nation’s strategy. The first is to view the world through the eyes of that nation… to know what it hopes for …

What If Factor Risk Premiums Go Away?

A reader asks:<i>Will there be any significant premiums in the future? What is the future of risk premiums?</i>With the amount of competition in the markets …

Investing

Buy Side vs. Sell Side

“What is the reward of being right, benchmarked against the cost of being wrong?” – David RosenbergFor a number of years David Rosenberg was one of …

Investing

What Interest Rates Can Teach Us About Behavioral Biases

As I’ve stated in the past, one of the hardest things to do in all of finance is predict the direction and magnitude of interest rate movements. The …

Interest Rates

Playing the Probabilities

The following is one of my favorite running stats on the stock market:Over the years I’ve noticed that whenever these types of long-term numbers are …

Stock Markets

The $21.8-Billion Reason Ultra-Personal Online Ads Are Coming

Globally, $21.8 billion worth of ads won’t make it to eyeballs this year because of ad blocking. A possible savior: hypertargeted ads.<p>Quick: When’s the last time you noticed an ad on a website?<p>This question may not even apply to you, because you already have a program like Adblock Plus that wipes …

Why I Don’t Use Stock Filters

Part of the reason why I enjoy networking with smart friends from around the world is that they get me thinking, and usually they don’t even do it on …

Stock Markets

Ignorance Is Not Bliss

<i>Submitted by Ben Hunt via Salient Partners' Epsilon Theory blog,</i>This is the concluding Epsilon Theory note of a trilogy on <b>coping with the Golden Age</b> …

Investing

How To Short The U.S. Bond Market | Investopedia

The U.S. bond market has enjoyed a strong bull run over the past few years as the Federal Reserve has lowered interest rates to historic low levels. …

Investing

The Reasons Why China Buys U.S. Treasury Bonds | Investopedia

China has been steadily accumulating US treasury securities for decades. Additionally, trade data from the US Census Bureau shows that China has been …

Impact of the Chinese Economy on the U.S. Economy | Investopedia

China (officially People's Republic of China), ruled by a communist government, has experienced an abnormal growth rate in Gross Domestic Product …