July 22, 2019
Why Every Investor Should Remember Visicalc
For fun and edification, I keep a list of those tech innovators and products that…
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July 17, 2019
Bubble Stocks 2.0
In Bubble, Bubble, Toil and Trouble, Rob Arnott, Shane Sheppard and I offered a real…
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July 9, 2019
The Roots of Superior Investment Performance
It is easy to get caught up in the blizzard of data on stock returns…
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May 23, 2019
Tesla: The Slow Death of a Growth Story
Tesla’s significant drop, 35% year to date compared to the S&P up 14%, has investors…
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May 14, 2019
Hedge Funds Should Hege
For those of you who have been following this blog, you know we have been…
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May 8, 2019
Energy and Investing: An Update
In Energy and Investing, Cornell (2019), I stressed that a critical aspect of the transitions…
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May 7, 2019
Tesla is Raising Capital: What Does it Tell Us About the Stock Price?
Tesla is raising capital and it tells us something about the way to the stock…
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April 15, 2019
The Buffet Market Indicator
Warren Buffett has commented on several occasions that one market indicator he tracks is the…
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March 20, 2019
Is the Market Obscenely Overvalued?
In his recent letter to investors, fund manager John Hussman stated, “This is an obscenely…
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March 11, 2019
RADY Innovation in Finance Lecture Series
Wednesday, April 10 Rady School Executive Education Classroom 4th Floor, Wells Fargo Hall Please join…
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