It takes a village…This saying recently inspired me when uttered by a person near and dear to my heart. And no, it was not somebody famous, and more…Mar 21, 2021Mar 21, 2021
Published inDataDrivenInvestorThis time, it is different!There…I said it! I broke the finance profession’s oath, and therefore committed a sacrilege, which may cause me to be expelled from the…Feb 5, 2020Feb 5, 2020
Published inDataDrivenInvestorApple and Tesla, the two most heavily shorted stocks, are still poorly understoodApple (AAPL) and Tesla (TSLA) are arguably among the best know companies, globally. Moreover, I continue to believe that the markets know…Jan 30, 2020Jan 30, 2020
Published inDataDrivenInvestorSome holiday season thoughts on ESG and Impact InvestingWhy have I not officially adopted ESG investing? ESG (acronym for environmental, social and governance) has been broadly embraced by the…Nov 25, 20191Nov 25, 20191
Published inDataDrivenInvestorFree markets and beyond…2020 and beyondAn intensification of the debate as to the true efficiency of markets appears to currently be taking place. There is very little question…Nov 24, 2019Nov 24, 2019
Published inDataDrivenInvestorBe careful what you wish for; a few recent thoughts on BrexitMy son Anthony went to a concert in Berlin Monday night. It was a shocking reminder for him of just how many Brits seem to live in…Nov 20, 2019Nov 20, 2019
Published inDataDrivenInvestorIn the long run, does it matter who actually owns the corporations?The liquidity curse is over!Nov 18, 2019Nov 18, 2019
Published inDataDrivenInvestorGermany’s time has finally comeI have long been bullish on German equities, and generally incorrectly so, as in our business, being too early is really no different from…Nov 13, 2019Nov 13, 2019
Published inDataDrivenInvestorThe World Belongs To The Self-ConfidentIn the long run, which is what really matters, I am increasingly convinced the world belongs to the self-confident. In yet another example…Nov 13, 2019Nov 13, 2019
Published inDataDrivenInvestorRisk-less returns or return-less risks?The question as to whether the current era of ever-diminishing yields is indeed the era of risk-less returns or return-less risks is an…Oct 28, 2019Oct 28, 2019