Section
ideas
138 posts
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
James Montier: Shareholder Value Maximization – The World's Dumbest Idea?
by Usman Hayat, CFA, CFA Institute, European Investment Conference If you agree with the economist John Maynard Keynes…
October 26, 2014
Trial by Fire
by Ben Carlson, A Wealth of Common Sense “Anyone who stops learning is old, whether at twenty or…
October 17, 2014
Saving is not the Key to Financial Success
by Cullen Roche, Pragmatic Capitalism You’ve probably heard it a million times from financial “experts” – the key…
September 29, 2014
“The Passive/Active Distinction is About Cost”
by Cullen Roche, Pragmatic Capitalism I really liked this interview with Joel Dickson of Vanguard. In the interview…
September 25, 2014
Enduring Lessons from the Financial Crisis
by Ben Carlson, A Wealth of Common Sense When asked what people would learn from the financial crisis,…
September 19, 2014
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…
September 17, 2014
Sand Is the New Gold
by Ivaylo Ivanhoff, Ivanhoff Capital During the Gold Rush in the 1850s, merchants made a lot more money…
August 29, 2014