Archive

Making the Most of Market Volatility

Graham InfingerJuly 7, 2025

2024 Private Equity Fundamentals

Graham InfingerJune 30, 2025

The Real Estate Drag on Corporate Japan

Graham InfingerJune 23, 2025

Rethinking FX Carry

Graham InfingerJune 16, 2025

The Institutional Cost Mirage

Graham InfingerJune 9, 2025

Is Private Equity Becoming a Money Trap?

Graham InfingerJune 2, 2025

Is South Korea the next Japan?

Graham InfingerMay 27, 2025

Innovation and Stock Market Bubbles

Graham InfingerMay 19, 2025

From Theory to Practice: Capital Allocation in Japan

Graham InfingerMay 12, 2025

Got Diversification?

Graham InfingerMay 5, 2025

The Great European Rotation

Graham InfingerApril 28, 2025

Diverging Destinies in Corporate Japan

Graham InfingerApril 22, 2025

A Historical Analysis of Tariffs

Graham InfingerApril 14, 2025

Overweight the Mag-7?

Graham InfingerApril 7, 2025

The Acquirer: Hiroshi Nojima, Nojima Corporation

Graham InfingerMarch 31, 2025

Verdad News Roundup

Graham InfingerMarch 24, 2025

Navigating Turbulence

Graham InfingerMarch 17, 2025

Has Private Credit Broken the High-Yield Spread Signal?

Graham InfingerMarch 10, 2025

株主価値最大化の鍵はバランスシートの適正化にあり

Graham InfingerMarch 3, 2025

Unlocking Shareholder Value in Japanese Balance Sheets

Graham InfingerMarch 3, 2025