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Tag: Playbook

Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy

Abraham Lincoln, a lawyer and the sixteenth president of the United States,…

Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership

Bear markets are notoriously nerve racking with each drawdown presenting its own…

Bill Pauley, CFA Bill Pauley, CFA

Hospitals in Trouble: A Financial Playbook for Leaders and Investors

Hospitals are under pressure — from labor costs to ransomware, margin squeezes…

Big Funds, Small Gains: Rethinking the Endowment Playbook

Despite posting a 9.6% return in fiscal 2024, large US college and…