Presentation that describes my firm’s investment process.
“Better information” usually means insider information and will land you in jail. “Better analysis” means being able to build better models. “Be more rational than average market participant”
New to investing?
Explore these valuable guides to get started.
Related Articles
Playing a Game of Economic Survivor
At first, I felt like I needed a healthy dose of Prozac to tackle the article — it is easy to get depressed about the global economy.
For Europe, Breaking Up Is a Hard Thing to Do
Everyone is looking with horror at Europe, waiting for the European Economic and Monetary Union to break up and for the PIIGS to start dropping like flies, taking the rest of the euro zone and the global economy with them.
Fed is Measuring U.S. Economic Health by the Wrong Number
It is the Fed’s intervention in the free market and arbitrarily setting short- and long-term interest rates at insanely low levels that is responsible for this uncertainty, as it enables and propagates speculation, not investing and erodes confidence about the future.
comments
0