NYT: Facebook’s Role in Data Misuse Sets Off Storms on Two Continents

Kudos to Maura Healey, whom I (Kari) know and respect, for investigating how Facebook sold/offered/handed over or otherwise were convinced to share member data with a “company” or “researcher” with unclear and Read More

The Economist: Active fund managers hold fewer and fewer stocks

Active managers are holding fewer stocks and therefore, in a sense, becoming more active. The bigger bets on individual stocks should increase the dispersion of active manager performance. Read the Read More

After Nine Years, How Long Can This Bull Live?

Excellent review of the struggle investors have between growth and high interest rates that curb earnings. Read the full article in The Wall Street Journal

The Economist: Steven Pinker’s case for optimism

Steven Pinker’s latest book, “Enlightenment Now: The Case for Reason, Science, Humanism and Progress,” posits that the prevalence (and allure) of negative news undermines the amazing progress humanity is making. Read More


Kari offers her thoughts on the #metoo movement from the perspective of a small business owner. In light of the fact that many small businesses operate without an official HR Read More

WSJ: New Worry for CEOs: Rising Costs From Metals to Meat

We are finally seeing articles about how higher costs for labor, commodities, and raw materials are affecting companies.  It’s likely that earnings expectations were just too rosy and the market Read More

NYT: One Cause of Market Turbulence: Computer-Driven Index Funds

When index funds comprise 40% of all trades, and they are only selling, with less traders active (not passive), there are fewer bids on the other side, forcing prices down Read More

Economist: Bets on low market volatility went spectacularly wrong

Here is an article from The Economist that details the dangers of structured products, such as Credit Suisse’s XIV which collapsed spectacularly last week. Banks like to sell these products Read More

Economist: GE’s flow of financial information has become fantastically muddled

The many problems with GE’s financial reporting has made it difficult for both managers and investors of GE alike to assess the health of the conglomerate. At Aureus, we feel it’s important Read More

NYTimes: Why Is Pay Lagging? Maybe Too Many Mergers in the Heartland

Why can’t wages climb?  Because huge companies buy out competitors and then cap salaries to insure that profitability rises, justifying the purchase price.  True in everyone in every industry, including Read More

Archive Readings and Writings

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