Cash is King
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Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Nerds are better investors
June 5, 2025, 6 a.m.
When brain drain kills
June 4, 2025, 6:01 a.m.
Explaining overnight returns in the US
June 3, 2025, 6 a.m.
Getting grandpa back to work…
June 2, 2025, 6:01 a.m.
The least surprising way to increase revenues when you are an influencer
May 30, 2025, 6 a.m.
Trump tariff reprieve could create more risk in Treasury market
May 29, 2025, 3:47 p.m.
The true information is in the words, not the numbers
May 29, 2025, 6 a.m.
Corporate site visits are a win-win
May 28, 2025, 6 a.m.
Tripping up sentiment indicators
May 27, 2025, 6 a.m.
The evolution of pizza
May 23, 2025, 6 a.m.
Using discount to NAV to forecast listed private equity
May 22, 2025, 6 a.m.
What makes an asset ‘safe’?
May 21, 2025, 6 a.m.
This is going to be the most boring post of the year
May 20, 2025, 6 a.m.
Everyone’s a little bit racist…
May 19, 2025, 6 a.m.
The Golden Age of lawyers
May 16, 2025, 6 a.m.
What do you do when there is no fundamental value?
May 15, 2025, 6 a.m.
How flows change factor performance
May 14, 2025, 6 a.m.
Forget Trump. A UK deal with the EU is what matters
May 13, 2025, 11:45 a.m.
The long shadow of the Weimar hyperinflation
May 13, 2025, 6 a.m.
Traditional and ESG investors are not that far apart
May 12, 2025, 6 a.m.
When anxiety becomes too pervasive
May 9, 2025, 6:01 a.m.
Do lower rates lead to cheaper mortgages? Kind of
May 8, 2025, 6 a.m.
Is the Fed left- or right-leaning?
May 7, 2025, 6 a.m.
Finding the economic engines of a country
May 6, 2025, 6 a.m.
This post will change your life
May 2, 2025, 6 a.m.