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Is Inflation at an Inflection Point?

June 2, 2021 Multiple preliminary data points in May hint at a potential easing of inflationary pressures following severe shortages of...

Jun 2, 20211 min read

May 12, 2021 President Biden's proposed tax-code changes are the most far-reaching in decades. Although much still needs to happen before...

May 12, 20211 min read

April 28, 2021 The recent US government spending spree combined with the ultra-loose Federal Reserve monetary policy is increasing...

Apr 28, 20211 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