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ideas
134 posts
Point of Stress (Kara Lilly)
Point of Stress There is a very big difference between performing well in a relaxed atmosphere and performing…
December 5, 2013
Things That Make You Go Hmmm... Like Japan's "Economics Of The Hopeless"
by Grant Williams, Things That Make You Go Hmmm... The definition of the term Hail Mary as it…
November 29, 2013
Sheeple: Why You Should Feel Sorry For Them (Brandon Smith)
by Brandon Smith of Alt-Market blog, It is often said there only two kinds of people in this…
November 22, 2013
Consistent and Repeatable
by Tom Brakke, Research Puzzle In my presentation on “Creativity in the Investment Process,” I have a slide…
November 6, 2013
Steve Visscher: "Razor Sharp"
by Steve Visscher, Mawer Investment Management Emerging markets are often viewed as the elixir to cure declining…
October 24, 2013
Financial Intermediation Reduces Volatility
Financial intermediation reduces volatility. In bull markets, demand for financial intermediaries drops. by David Merkel, Aleph Blog Ordinary…
October 15, 2013
Seven Things You Should Stop Expecting From Others, and other Weekend Reads
by Helen Lamanna, AdvisorAnalyst.com Here are this weeks reading diversions for your personal enlightenment. Have a super weekend!!!…
October 3, 2013
Witch Doctors
by Kara Lilly, Mawer Investment Management I had my first encounter with witch doctors in Africa. Never in…
September 20, 2013
September Market Return Is Favorable When August Return Is Negative
Although investing in stocks is a long term endeavor the following post will provide some insight into returns…
September 6, 2013
Why More is Less
by Tom Brakke, Research Puzzle Published in early 2004, The Paradox of Choice by Barry Schwartz carried the…
August 13, 2013