Archive

Taking a Long-Term Perspective

Graham InfingerJune 11, 2018

Global Valuations

Graham InfingerJune 6, 2018

Improving our Europe Strategy

Graham InfingerMay 29, 2018

Replicating Our Research in Europe

Graham InfingerMay 21, 2018

How the Weak Win

Graham InfingerMay 14, 2018

In Praise of Short Sellers

Graham InfingerMay 7, 2018

The Tribe of Wall Street

Graham InfingerApril 30, 2018

How to Make Better Forecasts

Graham InfingerApril 9, 2018

How Do Wars Affect Stock Prices?

Graham InfingerApril 2, 2018

Credit Default Risk and Leveraged Small Value Equity Returns

Graham InfingerMarch 26, 2018

Interest Rates & Equity Returns

Graham InfingerMarch 19, 2018

Meta-Strategy in Uncertain Environments (Part II: Markets)

Graham InfingerMarch 5, 2018

Meta-Strategy in Uncertain Environments (Part I: Warfare)

Graham InfingerFebruary 26, 2018

Japan: The Island Investors Forgot

Graham InfingerFebruary 20, 2018

Are Emerging Markets Cheap?

Graham InfingerFebruary 12, 2018

Triumph of the Optimists

Graham InfingerFebruary 5, 2018

Man + Machine

Graham InfingerJanuary 8, 2018