By: Joel Charalambakis | On: June 16, 2020 |
We’ve demonstrated that companies that generate high ROIC are time and again the most valuable businesses and stocks to own. In addition, the persistent presence of excess returns points to […]
By: Rachel Poole | On: June 13, 2020 |
Global Market News Global equities falterGlobal equities took a tumble this week after markets dropped close to 6% on Thursday amid concerns over an increase in Covid-19 hospitalizations, excessive market […]
By: Rachel Poole | On: June 13, 2020 |
Shipping Industry Warns of Trade Logjam as Crews Remain Stranded Peggy Hollinger, Robert Wright, and Michael Pooler; Financial TimesRead the full article here Nearly 400,000 crew are stranded at sea or […]
By: Rachel Poole | On: June 6, 2020 |
Global Market News Global equities surgeGlobal equities made significant gains this week. Promising results from the monthly labor report, which we break down further below, fueled gains on Friday. The […]
By: Rachel Poole | On: June 5, 2020 |
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles that reflect the new realities and their potential impact […]
By: John E. Charalambakis | On: June 2, 2020 |
It was June 20th ,1920 and the eight-year old boy by the name of Abraham Zimmerman experienced the lynching and hanging of three black men in Duluth, Minnesota. Postcards of […]
By: Rachel Poole | On: June 1, 2020 |
Here is a summary of the most important events that unfolded this month, and which may affect economic, financial and geopolitical issues in the months ahead: North America At the […]
By: Rachel Poole | On: May 30, 2020 |
Global Market News Global equities make gainsGlobal equities made gains this week as more economies reopened and hopes for a Covid-19 vaccine spread. The yield on the US 10-year Treasury […]
By: Rachel Poole | On: May 28, 2020 |
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles which reflect the new realities and their potential impact […]
By: John E. Charalambakis | On: May 26, 2020 |
In 1935 the famous Dutch historian Johan Huizinga published a book with the title In the Shadows of Tomorrow. By then bleak clouds had gathered over Europe. The forces that […]
By: John E. Charalambakis | On: June 9, 2020 |
The Revenge of the Numbers, The Illusion of Theories, and the Delusion of Expectations
Let’s us make no mistake: we are thrilled when the news pleasantly surprises us, contrary to expectations. Rather than the increase in the unemployment rate, more jobs were created in […]