Galloway & Damodaran: A Primer on Cryptocurrency
By popular demand, Scott and Aswath Damodaran discuss topics in cryptocurrency, from why it’s impossible to value to why people...
Charlie Rose: Jeremy Grantham, GMO
A conversation on the global economy and the future of capitalism with Jeremy Grantham, chief investment strategist at GMO. ...
Return On Equity At Record Low
I have been bullish pretty much this entire market run — from March 2009 to today. But that doesn’t mean I don’t want...
BW: Where to Invest $10,000 Right Now
I have been participating a quarterly series at BusinessWeek the past year, titled Where to Invest $10,000 Right Now. Its an outstanding...
Ultra Low Mortgage Rates + Full Employment = ?
This is fascinating: click for ginormous graphic Source: The Basis Point
JPM Q3 Guide to the Markets
My favorite chart book for the quarter is out, via JP Morgan. I’ll season the blog with a few of the charts I find fascinating over...
Agriculture Stocks As A Value Play
Note: Following my recent debate on stock valuations, I thought this discussion about a foodstuffs, the CRB food index and other...
50 Smartest Companies in 2017
click for full list Source: MIT Technology Review Top 10 of 50 1) Nvidia Continues to tweak its chips, originally...
Stocks Valuation: A Debate
Nir Kaissar and I had an interesting discussion/debate about the valuation here: How to Know When Stocks Are Properly Valued: A Debate...