Archive

Running of the Japan Bears

Graham InfingerDecember 11, 2017

The Problem with Growth Stocks

Graham InfingerNovember 27, 2017

US Equities are Pricey: How Should Investors Respond?

Graham InfingerNovember 6, 2017

The Limits of Diversification

Graham InfingerOctober 30, 2017

"Phony Happiness" in Private Markets

Graham InfingerOctober 9, 2017

The Siren Call of Japan's Cash Hoarders

Graham InfingerOctober 2, 2017

Amazon and the Importance of Asset Turnover

Graham InfingerSeptember 25, 2017

What Drives Stock Prices?

Graham InfingerSeptember 18, 2017

The Fed's Modeling Mistakes

Graham InfingerSeptember 11, 2017

The Fed's Forecasting Fallacies

Graham InfingerSeptember 5, 2017

A Tale of Two Bankruptcy Regimes

Graham InfingerAugust 28, 2017

An Apology for Noise Traders

Graham InfingerAugust 21, 2017

Evidence-Based Active Manager Investing

Graham InfingerAugust 14, 2017

On Passive Investing and the Rise of ETFs

Graham InfingerAugust 7, 2017

M&A is a Seller's Market

Graham InfingerJuly 31, 2017

When LBOs IPO

Graham InfingerJuly 10, 2017

Observations on the Endowment Model

Graham InfingerJune 26, 2017

Skin in the Game

Graham InfingerJune 19, 2017

The Piotroski Synthesis

Graham InfingerJune 12, 2017

What's Worked in Japan

Graham InfingerMay 30, 2017