My mid-week morning train WFH reads: • Why Should Equities Be Fairly Valued? Cheap or expensive: The underlying view seems to be ‘the...
Read More
$100 Million New Jersey Deli Is Representative of Nothing The nature of “bulletin board” stocks is that they often trade far above...
Read More
Happy weed day! My Two-for-Tuesday morning train WFH reads: • Unemployment Is High. Why Are Businesses Struggling to Hire? If this...
Read More
How can an entire sector consist of companies all of which are priced as if they will soon dominate their industry? That...
Read More
My back to work morning train WFH reads: • “There Was No Money Machine That Could Pay These Returns.” The inside story of how Jim...
Read More
The transcript from this week’s, MiB: Rob Arnott, Research Affiliates, is below. You can stream and download our...
Read More
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • After the Riot It’s been 100 days since...
Read More
This week, we speak with Rob Arnott, founder and chairman of Research Affiliates. The firm created & patented a...
Read More
The weekend is here! Pour yourself a mug of Danish blend coffee, grab a seat on the sofa, and get ready for our longer form weekend...
Read More
Succinct Summations for the week ending April 16th, 2021 Positives: 1. 200 million vaccinations or ~40% of Americans have been given in...
Read More
