

Healthcare: from Hero to Zero?
Politics and profit taking are souring the sentiment towards the healthcare sector Drug transparency legislation is unlikely to affect...
Apr 29, 20193 min read


Investing for the Long-Term: Here is Why
Investors are frequently reminded that they should only invest “long-term”. The natural question that arises is: why? If you, like us,...
Apr 12, 20191 min read


Behind the Markets - Podcast (Interview with Martin Fridson)
On February 22, 2019, Martin Fridson was interviewed by Jeremy Schwartz on the podcast "Behind the Markets" (Wharton Business Radio)....
Feb 26, 20191 min read


Cash is (almost) King!
Cash is back in style. Money-market funds saw their assets grow by $2 billion in between year-end and January 17, 2019 according to...
Feb 7, 20193 min read


Landlord or Tenant?
The sharp market sell-off at the end of 2018 and equally remarkable rebound in January 2019 may be very confusing. Are we heading towards...
Jan 31, 20191 min read











