Thoughts

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

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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