Turbulent Times in Quant Land
This week’s MiB is with Matthew Rothman, currently head of Global Quantitative Equity Research at Credit Suisse, and Senior...
Marks on FAANGs
If you want to have a better understand why Howard Marks is considered one of the all time greats in investing, have a look at this...
40 Under 40: Ben Carlson
This is so cool — check out what Ben has to say about the honorific! Congrats, Ben, on a well-deserved accolade! click for...
Five Big Ideas from Sherlock Holmes
Wonderful post from Vishal Khandelwal, discussing how to approach stock analysis like Holmes: Road Map on How to Think 1. Know Human...
Markets vs. Pundits (markets are winning!)
More great forecasts from the perma-doom crowd, via @JBoorman: click for ginormous graphic Source: @JBoorman
John Oliver on President-Elect Trump
Donald Trump will be the next president of the United States. How did we get to this point? And what do we do now? President-Elect...
Evidence Based Investing Conference November 15
We are less than a month away from our first annual Evidence Based Investing Conference, coming to NYC on November 15th....
Twitter Is Not Monetizing Its Users
As this table via USA Today shows, Twitter is not monetizing its users: Company (Symbol) Market value / Revenue per user...
Wall Street Strategists Are Bearish (and that’s good news!)
Bullish News From Wall Street’s Bearish Seers When the forecasters say one thing, it’s worth thinking about going in the...
Faber: 50% Crash Coming! (However. . . )
Here is what the below looks like in chart form: click for ginormous graphic Source: ? OK, let’s keep this fast and...