Thoughts

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

Markets, Rationality & Decision Making

Old Hands on Deck

Charles Skorina is an interesting “old hand” – CharlesSkorina.com – who runs an executive search firm for the endowment world. And I like his letter.

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Markets, Rationality & Decision Making

Two Colossal Mistakes in Real Time

The Federal Reserve’s decision to cut short-term interest rates by 50 basis points in September 2024. The management of the LA Fires in 2025. Arguably

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Markets, Rationality & Decision Making

The Times They Are A-Changin

Statement from David B. Burritt, U. S. Steel President and CEO, on Today’s Order by President Biden January 3, 2025 – President Biden’s action today

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Markets, Rationality & Decision Making

The 2035 New York Rangers of Finance?

Cliff Asness of AQR Continues to Write From the FU Money Standpoint for Our Benefit Private Equity Public equity performance hurt, particularly in the U.S.

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