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Thoughts

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

Category: Markets, Rationality & Decision Making

Don’t Forget to Add the Value

“The paper is organized around a number of facts and fictions about the size effect that warrant clarification. The facts we present include: that the

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Good Thinking

This was lifted from a recent column by John Authers, who now writes for Bloomberg after a long career at the Financial Times. In regard

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More Well-Said and Relevant

Can’t See For Miles The perils of technology forecasting, particularly regarding energy – Mark P. Mills Railroads, the automobile and aircraft, chemistry and pharmaceuticals, electricity,

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The Crypto Nonsense of the Week

(Bloomberg) – Companies rebranding themselves as cryptocurrency firms aren’t the only ones benefiting from bitcoin mania. Crypto Co. today disclosed a private stock sale to

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The High Price of Free Dumb

As we close out the year, I would like to “note” one Steve Duneier, who is frankly difficult to describe, as one can imagine after

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