Blog
February 11, 2020

Interest Rates and Stock Prices

It is easy to lose sight of just how extraordinary interest rates have been in…
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BlogVideo
November 1, 2019

Understanding Stock Price Movements : Tesla and Stephen Ross

The late Stephen Ross, one of the titans of academic financial economics, observed that finance…
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BlogVideo
September 20, 2019

Valuing ROKU: An Update

Last month on our blog we took a deeper look at the valuation of ROKU,…
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Blog
September 5, 2019

A Particularly Toxic Investment Brew

In a previous post and video, we explained why we thought this was a particularly…
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Blog
August 4, 2019

Why This is Such a Hard Time For Investors

In the forty years that I have been studying and participating in investment markets, the…
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Blog
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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Publications
July 11, 2019

Bubble, Bubble, Toil and Trouble

In April of 2018, Rob Arnott, Shane Sheppard and I published an article entitled, Yes,…
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