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…
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…
The Alternative View: 401(k) Plans Are Better off Without Private Investments
The debate over the inclusion of private investments in 401(k) plans is…
ML Models Need Better Training Data: The GenAI Solution
Our understanding of financial markets is inherently constrained by historical experience —…
6 Reasons to Avoid Hedge Funds
While most people will agree about holding traditional assets like stocks and…
