Financial Independence, Retire Early (FIRE) vs. Meaningful Retirement: Choose Wisely
As an investment professional, I know how easy it is to get…
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals:…
Market Concentration and Lost Decades
The invention of market cap-weighted indices has been beneficial for the average…
Geopolitical Change: Investors Should Focus on the Long Term
In our interconnected world, geopolitical events — ranging from trade disputes and…
Private Equity and Private Debt: Two Sides of the Same Coin
Private equity (PE) and private debt (PD) are often viewed as distinct…
Book Review: Themes in Alternative Investments
Themes in Alternative Investments. 2023. Shaen Corbet and Charles Larkin, eds. De…
Quality of Earnings: A Critical Lens for Financial Analysts
As corporate collapses continue to catch stakeholders off guard, analysts face growing…
Net Worth Optimization: A New Era of Personalized Risk Optimization
Since Harry Markowitz developed modern portfolio theory’s mean-variance optimization (MVO), financial advisors…
Year of Shifting Sands: Reflections on the 2024 Global IPO Market
As we settle into a new year, the global initial public offering…
Book Review: Buffett’s Early Investments
Buffett’s Early Investments: A New Investigation into the Decades When Warren Buffett…
