Economics at Large
Reading Season
And I don’t mean 124 word Tweets. Annual Reports, 10-K’s and Proxies are “basic” and one would think everyone reads them so where is the
Jeffrey Bronchick, CFA
April 10, 2025
And I don’t mean 124 word Tweets. Annual Reports, 10-K’s and Proxies are “basic” and one would think everyone reads them so where is the
From Research Affiliates: Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks By Que Nguyen, Xi Liu, and Mario Albuquerque In today’s market, the historically wide
I will admit to a man-crush on Fernando. This is on the money if I feel like expressing an opinion on the last week. Spoiler
While we think “client communications” are for clients – this is a clip in the absence of spouting any well-articulated nonsense on the topic of
First off, subscription to the Free Press is mandatory. And I simply second the motion. A sovereign wealth fund for a country that is 30
DOGE is fun, but it is unlikely to make a real dent in Fed spending. Cutting 25 per cent of federal employees would save only
Unlike most of the rest of the world, I will attempt to minimize all there is to say about the beginning of the next 4 years, as the persistent yack and what to make of it reverberates in all corners of the financial globe.
Despite the usual breathless fawning, let’s face it, Buffett’s latest letter reads as if it’s the last one and he duly notes it. And it’s
One can correctly argue that what comes out of a politician’s mouth is some combination of what someone told him to say, the last thing
Charles Skorina is an interesting “old hand” – CharlesSkorina.com – who runs an executive search firm for the endowment world. And I like his letter.
we started an LP 3 years ago to capture and execute on opportunities that were outside the box of many institutional clients in terms
