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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: Thoughts

Economics at Large

Probably Ignore It

”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

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Economics at Large

Green Fees

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

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Economics at Large

Reverse Idiocy

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.

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Economics at Large

Probably the 2nd Oldest Profession

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

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Markets, Rationality & Decision Making

The Dancing Fool?

A sneaky little cull from the Financial Times this week on the world of Private Credit. Some in long pants might recall the former Citi CEO calling the top in 2007.

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The Business of Investment Management

Business Week Headline Disease?

The good folks at Verdad do quantitative work that exceeds our personal time commitment to the quantitative. So they are part of our read widely

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The Business of Investment Management

Uselessness Defined

Rigorous investment analysis involves the consideration of all “known” variables as well as a wide swathe of qualitative considerations of unknown unknowns to the best

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Economics at Large

A $55 Billion Opinion: Chevron CEO

The International Energy Agency has forecasted that demand for fossil fuels will peak before 2030. “I don’t think they’re remotely right . . . You can build scenarios, but

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The Business of Investment Management

Less is More

Less stocks, less trimming, less taxes. Less indexation? Not really, as one of these mega-winners finds you rather than vice versa. The other practical issue

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Markets, Rationality & Decision Making

Well That Wasn’t Fun

There are some events that prove you entirely wrong, regardless of how “off spreadsheet” they are. Was this one of them?

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Markets, Rationality & Decision Making

Dorking Out With My CFA

From time to time, there are some decent questions raised about investing that emanate from the academic world of investment research. You should always dig

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