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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

Disappearing Alpha

This is an interesting piece that essentially says, “by the time you have finished reading this, you will have have wasted your time reading this.”

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Jeffrey Bronchick, CFA March 28, 2017

Larry Summers: Eat This!

This is simply a devastatingly effective argument that has never been read in Washington DC and is what we fear in the middle of the night.

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Jeffrey Bronchick, CFA October 11, 2016

Headline Versus Reality

Now, one would think that statements like “More small caps reducing shares, paying dividends” would seem to the investor at large to be a good

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Jeffrey Bronchick, CFA September 7, 2016

The Most Important Thing

This remains one of my favorite pieces of self-analysis on not only “how to invest” but how to practically invest and conduct one’s self in

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Jeffrey Bronchick, CFA December 10, 2015

Grinnell College

There is a lot of money in the world and there are often fascinating stories behind it. This is a great story and what also

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Jeffrey Bronchick, CFA October 2, 2015

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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