Showing posts from 2019

Essence of Value Investing: Intersection between Empiricism and Scholasticism

Shipping Revisited: The Good, The Bad, & The Ugly

Financial Follies: Identifying Accounting Fraud

How to Be an Ambulance-Chasing Contrarian

Brave New World of Suppressed Interest Rates

Though Unicorns Are on Parade, Negative Yields Are Here to Stay

The Absence of a Trend can Mark Opportunity...

Building Boom, Building Bust: Headlines Tell the Story

Tomorrow's Gold: Russia's Opportunity

The Italian Tragedy

The Fed's Trouble with Leverage