Nir Kaissar (@nirkaissar) 's Twitter Profile
Nir Kaissar

@nirkaissar

Columnist, @opinion. Founder, Unison Advisors. Hoosier. (KAY-sarr)

ID: 3903115580

calendar_today15-10-2015 13:27:30

4,4K Tweet

3,3K Followers

632 Following

Nir Kaissar (@nirkaissar) 's Twitter Profile Photo

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/articlโ€ฆ

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 <a href="/opinion/">Bloomberg Opinion</a>.

bloomberg.com/opinion/articlโ€ฆ
Nir Kaissar (@nirkaissar) 's Twitter Profile Photo

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/articlโ€ฆ

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 <a href="/opinion/">Bloomberg Opinion</a>.

bloomberg.com/opinion/articlโ€ฆ
Nir Kaissar (@nirkaissar) 's Twitter Profile Photo

The measure of a professional stock picker used to be whether they can beat the market. That's not good enough anymore. Now they must also beat clones of themselves -- indexes that mimic their style of stock picking. Before investing with a stock picker, investors will

The measure of a professional stock picker used to be whether they can beat the market. 

That's not good enough anymore. Now they must also beat clones of themselves -- indexes that mimic their style of stock picking.

Before investing with a stock picker, investors will
Tim O'Brien (@timobrien) 's Twitter Profile Photo

โ€œAny 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€ - โฆNir Kaissarโฉ bloomberg.com/opinion/articlโ€ฆ

Bloomberg Opinion (@opinion) 's Twitter Profile Photo

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/articlโ€ฆ

Nir Kaissar (@nirkaissar) 's Twitter Profile Photo

The VIX is misunderstood. It forecasts the stock market's (S&P 500) near-term volatility, meaning the degree of price changes, not directionality. When the VIX spiked after Trump's tariff announcement, it correctly signaled that big gains or losses are likely to follow, so no

The VIX is misunderstood.

It forecasts the stock market's (S&amp;P 500) near-term volatility, meaning the degree of price changes, not directionality.

When the VIX spiked after Trump's tariff announcement, it correctly signaled that big gains or losses are likely to follow, so no
Bloomberg Opinion (@opinion) 's Twitter Profile Photo

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

Nir Kaissar (@nirkaissar) 's Twitter Profile Photo

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/articlโ€ฆ

Nir Kaissar (@nirkaissar) 's Twitter Profile Photo

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/articlโ€ฆ

Grey Value Management (@greyvalue) 's Twitter Profile Photo

๐—•๐—ผ๐—ป๐—ฑ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€: ๐—ง๐—ต๐—ฒ ๐—ก๐—ฒ๐˜„ ๐—ก๐—ผ๐—ฟ๐—บ๐—ฎ๐—น ๐—ถ๐˜€... ๐™‰๐™ค๐™ง๐™ข๐™–๐™ก In his BBG article today (linked below), Nir Kaissar makes a good point: ๐—œ๐—ป ๐—บ๐—ผ๐˜€๐˜ ๐—ฟ๐—ฒ๐˜€๐—ฝ๐—ฒ๐—ฐ๐˜๐˜€, ๐˜๐—ต๐—ถ๐˜€ ๐—ถ๐˜€ "๐—ฎ ๐˜†๐—ฎ๐˜„๐—ป๐—ถ๐—ป๐—ด๐—น๐˜† ๐—ป๐—ผ๐—ฟ๐—บ๐—ฎ๐—น ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜ ๐—ฟ๐—ฎ๐˜๐—ฒ

๐—•๐—ผ๐—ป๐—ฑ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€: ๐—ง๐—ต๐—ฒ ๐—ก๐—ฒ๐˜„ ๐—ก๐—ผ๐—ฟ๐—บ๐—ฎ๐—น ๐—ถ๐˜€... ๐™‰๐™ค๐™ง๐™ข๐™–๐™ก

In his BBG article today (linked below), <a href="/nirkaissar/">Nir Kaissar</a> makes a good point: 

๐—œ๐—ป ๐—บ๐—ผ๐˜€๐˜ ๐—ฟ๐—ฒ๐˜€๐—ฝ๐—ฒ๐—ฐ๐˜๐˜€, ๐˜๐—ต๐—ถ๐˜€ ๐—ถ๐˜€ "๐—ฎ ๐˜†๐—ฎ๐˜„๐—ป๐—ถ๐—ป๐—ด๐—น๐˜† ๐—ป๐—ผ๐—ฟ๐—บ๐—ฎ๐—น ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜ ๐—ฟ๐—ฎ๐˜๐—ฒ
Business Standard (@bsindia) 's Twitter Profile Photo

#Opinion | Bond yields arenโ€™t flashing redโ€”fiscal policy is. As Nir Kaissar argues, todayโ€™s 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

Bloomberg Opinion (@opinion) 's Twitter Profile Photo

Private equity has been slowing for years. But without public markets to dictate prices, itโ€™s been easy to ignore the impact on valuations, Nir Kaissar says bloomberg.com/opinion/articlโ€ฆ