I have said before that I think we are on the cusp of a macro revolution where more and more of the beliefs that we have held for decades are not only…
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There is more and more regulation coming to banks and nonfinancial companies on all matters ESG. Just like many others, I think much of that regulation…
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One of the most debated legal fictions is the notion that corporations are treated as people. At least when it comes to contract law and similar areas…
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It’s no secret that Twitter can be used to measure investor sentiment towards specific stocks and that stocks with high sentiment outperform stocks with…
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Everyone who read the Hitchhiker’s Guide to the Galaxy knows there are five parts in this trilogy of four. So, naturally, my Hitchhiker’s Guide to…
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Last week, I wrote a trilogy of posts on how to approach investment research. I called it the Hitchhiker’s Guide to Investment Research and staying true…
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In the UK, the regulator has announced a mandatory gender quota for companies listed on the main market of the London Stock Exchange. Starting next…
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Our attitudes towards risk depend heavily on external factors, such as gender, age, and personal experiences. But according to Dietmar Fehr and Yannick…
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So far in this trilogy, I have addressed the need to focus on what really matters for investment success instead of what some theory says should matter…
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Yesterday, I started my trilogy on investment research by pointing out that a good researcher should focus on what matters. I stressed that this means a…
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It is summer and I thought, before many of us go on our summer vacation, I’d post a series of philosophical thoughts. I have been doing investment and…
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It is high summer and while we enjoy our long days here in the Northern hemisphere, the days are definitely getting shorter, which is good news for…
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