Archive

Valuing Japan's Reform

Graham InfingerJanuary 29, 2024

What does a yield buy?

Graham InfingerJanuary 22, 2024

Regional Growth & Equity Returns

Graham InfingerJanuary 16, 2024

Costly Shorts

Graham InfingerJanuary 8, 2024

The Biotech Boneyard

Graham InfingerJanuary 2, 2024

The Persistence of Value & Growth

Graham InfingerDecember 18, 2023

The Dispersion Delusion

Graham InfingerDecember 11, 2023

The Quality of New Entrants

Graham InfingerDecember 4, 2023

Thank You

Graham InfingerNovember 20, 2023

The Death of Small Cap Equities?

Graham InfingerNovember 13, 2023

A Rule of Thumb for Terminal Valuation Multiples

Graham InfingerNovember 6, 2023

Beyond Risk Parity

Graham InfingerOctober 30, 2023

Shorting Socialism

Graham InfingerOctober 23, 2023

Where are all the defaults?

Graham InfingerOctober 16, 2023

PIPE-Works and PIPE-Dreams (Part II)

Graham InfingerOctober 9, 2023

PIPE-Works and PIPE-Dreams (Part I)

Graham InfingerOctober 2, 2023

Asset Class CAPM

Graham InfingerSeptember 25, 2023

What Works in Bank Stocks

Graham InfingerSeptember 18, 2023

An Update on the Stock-Bond Correlation

Graham InfingerSeptember 11, 2023

More Bang for Your Buck

Graham InfingerSeptember 5, 2023