Archive

A Strange Divergence

Graham InfingerDecember 16, 2019

The Way the World Should Work

Graham InfingerDecember 9, 2019

Europe: Private Equity's Last Stand

Graham InfingerDecember 2, 2019

In Defense of Ratings Agencies

Graham InfingerNovember 18, 2019

Reversals

Graham InfingerNovember 11, 2019

Growth Bankruptcies

Graham InfingerNovember 4, 2019

The Narrative is Priced In

Graham InfingerOctober 28, 2019

Narrative Economics

Graham InfingerOctober 21, 2019

Why Are Some Companies So Expensive?

Graham InfingerOctober 15, 2019

Beyond the S&P 500

Graham InfingerOctober 7, 2019

Glamorous Passive Investments

Graham InfingerSeptember 30, 2019

Is Value Back

Graham InfingerSeptember 23, 2019

Private Equity Run Amok

Graham InfingerSeptember 16, 2019

Beating the Index in Bonds

Graham InfingerSeptember 9, 2019

Risky Banks

Graham InfingerSeptember 3, 2019

Contrarian Investing in Commodity Cyclicals

Graham InfingerAugust 26, 2019

The Problem with Asset Allocation

Graham InfingerAugust 19, 2019

The Decline of American Investment

Graham InfingerAugust 12, 2019

The Dollar Carry Trade

Graham InfingerAugust 5, 2019

Fallen Angels

Graham InfingerJuly 8, 2019