Section
ideas
136 posts
James Montier: Shareholder Value Maximization â The World's Dumbest Idea?
by Usman Hayat, CFA, CFA Institute, European Investment Conference If you agree with the economist John Maynard Keynes…
Trial by Fire
by Ben Carlson, A Wealth of Common Sense âAnyone who stops learning is old, whether at twenty or…
Saving is not the Key to Financial Success
by Cullen Roche, Pragmatic Capitalism Youâve probably heard it a million times from financial âexpertsâ â the key…
âThe Passive/Active Distinction is About Costâ
by Cullen Roche, Pragmatic Capitalism I really liked this interview with Joel Dickson of Vanguard. Â In the interview…
Enduring Lessons from the Financial Crisis
by Ben Carlson, A Wealth of Common Sense When asked what people would learn from the financial crisis,…
Be Careful Relying on Historical Market Returns
by Cullen Roche, Pragmatic Capitalism If you read just about any document published by a Wall Street firm…
Sand Is the New Gold
by Ivaylo Ivanhoff, Ivanhoff Capital During the Gold Rush in the 1850s, merchants made a lot more money…
Managing Expectations
Managing Expectations By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Part II of III: The…
Finding Smart Beta in the Factor Zoo
by Jason Hsu, Research Affiliates Factors are becoming so numerous and exotic that John Cochrane referred to the…