The Value Comeback
Although not widely discussed, a major story of 2022 was the outperformance of the value indices vs. their growth peers across all market...
The Value Comeback
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The Case for Passive Has Eroded
Buy Low Expectations, Sell High Expectations
The Law of Small Numbers
Re-Think Supply Shocks!
Don't Villainize Stock Buybacks
The Fed Taper: When Not If
Carpe Value!
Mind the Gap!
Don’t Count On Unrecorded Intangible Assets
A Boost For Banks In 2021?
Are you perplexed by the current boom in SPACs?
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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time.