Archive

Insurers: The Smart Debt Money

Graham InfingerJuly 3, 2023

Sources of Return

Graham InfingerJune 26, 2023

Industry Volatility

Graham InfingerJune 19, 2023

Japan's Value Mandate for Reform

Graham InfingerJune 12, 2023

Zero-Day Options

Graham InfingerJune 5, 2023

Private Equity Fundamentals

Graham InfingerMay 30, 2023

Optimal Duration

Graham InfingerMay 22, 2023

Concentrating on the Best

Graham InfingerMay 15, 2023

Diversification or Di-worse-ification?

Graham InfingerMay 8, 2023

Revenge of the Turds

Graham InfingerMay 1, 2023

Swedish Fish

Graham InfingerApril 24, 2023

Bond Market Turmoil

Graham InfingerApril 17, 2023

The Banking Crisis

Graham InfingerApril 10, 2023

Viva La Revolución!

Graham InfingerApril 3, 2023

Memory and Probability

Graham InfingerMarch 27, 2023

Merger Arbitrage

Graham InfingerMarch 20, 2023

Bank Run

Graham InfingerMarch 13, 2023

Verdad Research Update

Graham InfingerMarch 6, 2023

Stock-Bond Correlations

Graham InfingerFebruary 27, 2023

Do Stocks Always Outperform Bonds?

Graham InfingerFebruary 21, 2023