Category: Economics at Large

“Buy these X stocks because Y will be elected.” Using the KBW Regional Banking Index (KRX), there was a 20% gain in Q4 2016 on

We have referenced Byrne Hobart’s The Diff newsletter any number of times as well worth reading. He thinks and writes as well as anything I

FTI Consulting August 2024 Newsletter Given the explosive growth of leveraged credit markets over the last decade, the ascendance of private credit, the extreme lengths

this makes CNBC and Bloomberg out to have the credibility of BBC reporting on Gaza.

I don’t know the Verdad people, but they tend to lean toward what we are thinking, so they are obviously smart and worldly people who

Even if one assumes this makes any sense, it will take a really long time to kill off the carbon transportation business.(Cars and Trucks) The

It doesn’t matter whether company size is measured as assets, market value, sales, revenue, or number of employees — bigger firms pay more … way more.

”But what if you found out that key data underlying that breakthrough were actually wrong?” Academic research is fun-ish. A problem with making money from

Hedge Fund Veteran Slams Green ‘Echo Chamber’ After Closing Firm

The idea of regulation and the establishment of a legitimate exchange is to ensure that phony and fraudulent ideas DON’T go public in the first place.

Let’s be clear. Investing money is really about one of at least three things: structuring a pool of capital to meet stated goals, simply making

Clipped from a recent and almost always good The Diff/Bryne Hobart blog: First, there are some traits good investors need that are fairly stable over

TYB is not a crime and we are in favor of it as much as the next person with a full position. But rarely do

Many institutional clients judge us on relative results vs the Russell 2000 Value. 25% of the index is in Financials which are mostly banks. Reason

Mean Reversion. Valuation Matters. Behavioral Finance- people take a long time to see, admit and react to change. Dot-Com Redux How to invest after valuation