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November 4, 2021

Home » Archives for November 4, 2021

The arithmetic of high conviction portfolios

Joachim Klement, Klement on Investing I recently wrote a post about the empirical observation that the bulk of the alpha generated by active managers is generated by their high conviction bets while Read More

Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run?

Michael Lebowitz, RIA Advice Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run? “You got to know when to hold ’emKnow when to fold ’emKnow when to walk awayAnd know Read More

Explosive Growth in EV Production and the Rising Cost of Minerals Creating the Case for Recycling of Batteries

By Brigita Darminto, iClima Earth The number of lithium-ion batteries (LiBs) produced is increasing explosively. This is primarily due to Electric Vehicle (EV) demand. EV sales are predicted to outpace those of Read More

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