Thoughts

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

Markets, Rationality & Decision Making

This is More Important
than You Think

Almost a year ago to date, financial markets had a mini freeze over some high profile examples of “liquidity issues” in the banking sector. Our

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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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