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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

The Inevitable

“Poorly comprised regulation is often just a gift to overcapitalized and over-lawyered people with a large PR budget.” And this isn’t even “real” regulation, which

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Economics at Large

Adulting Time

Take a gander at the takeaways from this “thought piece.” One can make fun of the history of UN fecklessness, but this line of thinking

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Markets, Rationality & Decision Making

Well This Should Make My Job Easier

I am only half kidding with the title above. This article adds some historical perspective to the Small vs. Large debate. Throw in the Value

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Specific Stock Ideas

Scott’s Miracle Covenants

There are lots of spooky things in the world, but what kind of financial institution do you want to own where 6x plus leverage ratios

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Economics at Large

Inflation is Old Too

Jim Bianco is an interesting guy who shouldn’t be on TV as much as he is. This is an interesting and comprehensive piece that suggests

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Markets, Rationality & Decision Making

These People are Obviously Geniuses

In the article below, “The Size Factor,” the authors come to the logical conclusion, “small caps are trading at the steepest discount to large caps

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Markets, Rationality & Decision Making

Guitars and the Global Economy

  It’s a beautiful thing to be able to tie in anything guitar related with a relevant eye on the investment world, particularly when writing

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Markets, Rationality & Decision Making

Quantitative Easing in the Oil Market?

Because the artificial suppression of interest rates worked so well to blow up asset prices, some of which are now in the severe hangover phase,

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