
Nir Kaissar
@nirkaissar
Columnist, @opinion. Founder, Unison Advisors. Hoosier. (KAY-sarr)
ID: 3903115580
15-10-2015 13:27:30
4,4K Tweet
3,3K Followers
632 Following

Markets are signaling a slowdown and possible recession, not a crisis. If they're right, history suggests that the worst of the stock market selloff may already be behind us. My latest Bloomberg Opinion. bloomberg.com/opinion/articlโฆ


The best protection in a bumpy market is to know your drawdown tolerance: How much pain can you stomach? Diversified portfolios can dip lower than people expect before they recover. My latest Bloomberg Opinion. bloomberg.com/opinion/articlโฆ



My tribute to Warren Buffett, the philosopher king of investing. ๐ bloomberg.com/opinion/articlโฆ via Bloomberg Opinion

โAny discussion of Buffett must start with his astonishing track record. He is the greatest investor of all time. No one has even come close to what he has achieved, and I doubt anyone ever will.โ - โฆNir Kaissarโฉ bloomberg.com/opinion/articlโฆ

Will there ever be a better investor than Warren Buffett? ๐๏ธ Join Tim O'Brien, Jonathan Levin, Allison Schrager and Nir Kaissar for a Live Q&A: Monday, 12:15pm EDT bloom.bg/3EO1Bqe


Warren Buffett is a rare investor and a rare man, writes Nir Kaissar. And there may never be another money manager like him bloomberg.com/opinion/articlโฆ


An elevated VIX, known as the fear gauge of markets, doesnโt signal that equities are going to fall. It does say we live in uncertain times, Nir Kaissar says bloomberg.com/opinion/articlโฆ

Institutional investors are looking to sell illiquid private assets. Meanwhile, fund companies are looking for new ways to justify high fees. The solution? Sell private asset funds to unsuspecting individual investors. My latest Bloomberg Opinion. bloomberg.com/opinion/articlโฆ

There is nothing unusual about the current level of US interest rates or their recent movement. If anything, this is a yawningly normal interest rate environment. My latest Bloomberg Opinion. bloomberg.com/opinion/articlโฆ

๐๐ผ๐ป๐ฑ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐: ๐ง๐ต๐ฒ ๐ก๐ฒ๐ ๐ก๐ผ๐ฟ๐บ๐ฎ๐น ๐ถ๐... ๐๐ค๐ง๐ข๐๐ก In his BBG article today (linked below), Nir Kaissar makes a good point: ๐๐ป ๐บ๐ผ๐๐ ๐ฟ๐ฒ๐๐ฝ๐ฒ๐ฐ๐๐, ๐๐ต๐ถ๐ ๐ถ๐ "๐ฎ ๐๐ฎ๐๐ป๐ถ๐ป๐ด๐น๐ ๐ป๐ผ๐ฟ๐บ๐ฎ๐น ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐ ๐ฟ๐ฎ๐๐ฒ


#Opinion | Bond yields arenโt flashing redโfiscal policy is. As Nir Kaissar argues, todayโs 10-year yield near 4.5% is historically unremarkable. The real threat is runaway deficits and political bets on growth that may not materialise. mybs.in/2en94x1

Private equity has been slowing for years. But without public markets to dictate prices, itโs been easy to ignore the impact on valuations, Nir Kaissar says bloomberg.com/opinion/articlโฆ