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Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

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Category: Markets, Rationality & Decision Making

The Blame Game

From time to time we must look in the investment mirror and conclude that we are stinking and we have no one to blame but

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Jeffrey Bronchick, CFA February 9, 2015
ESG

Buyback BS

Of the myriad of reasons proffered daily as to why we are the verge of stock market doom, a “decline in share repurchase” has come

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Jeffrey Bronchick, CFA September 29, 2014

Very Scary

Our takeaway on Janet Yellen’s speech is three-fold: We paraphrase: “Wise regulation, which is mostly now in place globally, will ensure that future financial crises

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Jeffrey Bronchick, CFA July 7, 2014
Markets, Rationality & Decision Making

The Efficient Market Paradox

by Eugene Robin  |  Research Analyst I’d like to share with you a great book on the basic mathematics of the stock market written by John

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Jeffrey Bronchick, CFA May 29, 2013

Munger Reprise

I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the

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Jeffrey Bronchick, CFA August 6, 2012

The Crowd Around Rising Rates

Bianco Research Comment: “Since December 2002 Bloomberg has conducted 99 monthly surveys. Of these, an incredible 95 surveys (96%) have forecasted higher rates. To repeat,

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Jeffrey Bronchick, CFA July 15, 2011
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