Value investors are naturally inclined to be sceptical of new trends and promises of future growth. They rather invest in stocks that have a real…
A couple of weeks ago I discussed a couple of experiments by Nicholas Epley on the positive impact compliments have on people. But Epley’s research…
The US equity market is expensive, there is hardly any disagreement about it. But how expensive is it, really? Advocates for US equities tend to argue…
We live in a time of very high inflation in industrialised markets and the fear of runaway inflation and stagflation is rising. So, investors are asking…
A while ago I wrote about the sensational paper by Jeremy Rudd who thoroughly criticized the common belief in the importance of inflation expectations…
Just before the launch of COP26 last November, China submitted its update National Determined Contributions to reducing greenhouse gas emissions. It was…
If you work in the financial industry, you are used to working long hours. Particularly in investment banking, working long hours seems a badge of…
It’s been a great year 2021 for investors. Stock markets in the United States, the UK, and Europe were up more than 20% in 2021, private equity was up…
Investors are freaking out about inflation. The strong surge in oil and gas prices has created a large increase in energy inflation which has driven…
If you believe management guru Michael Porter there are only three ways to be successful as a business: be cheaper, be better or be different. In the…
As a son of immigrants and someone who has been living outside his home country far longer than in it, there is one famous line from the musical…
One of the most common shortcomings of managers in the eyes of their subordinates is that they don’t pay enough compliments for a job well done. I know…