ChartStorm – Perspectives Pack
This report takes you on a journey through markets and offers timeless principles, historical cautionaries, and practical takeaways for investors — with a charts + data-driven look at the biggest risks Read More
Direct Indexing: A Few Considerations for Advisors
There has been much ink spilled on the topic of the explosive growth in the ETF space over the last few years. For this author who came into the profession Read More
Even the enemies of the US hold dollar reserves
This article was first published on Klement on Investing Every once in a while, the demise of the US dollar as the world’s reserve currency is announced in the media. Read More
September 2024 Newsletter: Why Nothing Stops This Fiscal Train
This article was first published on Lyn Alden Investment Strategy This issue examines what’s causing the structurally high fiscal deficits in the U.S. economy, why the probability of meaningfully reducing Read More
Banks in Disguise
Unmasking the Banks Inside Starbucks, Carnival, Naked Wines, Delta, Travel + Leisure This article was first published on Net Interest Net Interest is four years old this week! Thanks to all Read More
The Corporate Life Cycle: Managing, Valuation and Investing Implications
Aswath DamodaranFirst appeared on Musings on Markets As I reveal my ignorance about TikTok trends, social media celebrities and Gen Z slang, my children are quick to point out my Read More
Stock Buybacks: Dispelling the Myths
Stock buybacks are a frequent corporate practice that often sparks debate and confusion. As a means for companies to return excess capital to shareholders, buybacks can seem complex and sometimes Read More
Crash-testing Japan’s New Capitalism
Jesper Koll First published on Japan Optimist. Global macro-cycle inflection — America’s cyclical downturn is poised to force the next round of Japan’s economic restructuring By popular request, here a Read More