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Peter Bernstein

Is there such thing as a ‘normal’ economy?

As humans we seek a measure of control over our financial futures. One way we do this is through stories. Since the Great Recession of 2008 the abiding narrative about the economy is that, eventually, business conditions will return to “normal”. This is the story we have wanted to hear. This week we examine problems

Tags: Economic & Investment Update, Great Recession of 2008, Peter Bernstein, Secular stagnation, stock market valuation|

This Week with J. Mark Nickell & Co. – April 2, 2014

In an uncertain world, does any timeless investment wisdom exist that can guide one forward? Conversations with clients this week triggered consideration of a few pearls picked up over the years that are well-worth re-consideration. Wisdom from Peter Bernstein.  The late Peter Bernstein was a financial historian, prolific author, and the head of his own

Tags: Charles Ellis, Howard Marks, Investor mistakes, Peter Bernstein, special topics|

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