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6 Reasons Why the All-Clear Signal Might Be Premature for Regional Banks

Judging by the recent absence of scary headlines, one might conclude that the banking crisis touched off by Silicon Valley Bank’s March...

Jul 24, 20234 min read

NEWS ALERT - U.S. Could Default as Soon as July if Debt-Ceiling Standoff Isn’t Resolved (The Wall Street Journal, February 15, 2023) What...

Feb 15, 20234 min read

Energy stocks (represented by the S&P 500’s Energy subindex) rose in the six months ending November 20, 2022, despite a massive drop in...

Dec 8, 20223 min read

"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
"The inefficient stock market", R. Haugen, 2002
"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
"From efficient market theory to behavioral finance", R. Shiller, 2003