Archive

Persistent Alpha

Graham InfingerDecember 16, 2024

The Humble Investor

Graham InfingerDecember 9, 2024

Thank You

Graham InfingerDecember 2, 2024

Shorting Credit

Graham InfingerNovember 18, 2024

Short-Term vs. Long-Term Forecasts

Graham InfingerNovember 12, 2024

Bloated Balance Sheets in Japan

Graham InfingerNovember 4, 2024

Industry Is Not Destiny

Graham InfingerOctober 28, 2024

The Small Cap Amplifier

Graham InfingerOctober 21, 2024

Buybacks for US, Dividends for EU

Graham InfingerOctober 15, 2024

Human Error Is Predictable

Graham InfingerOctober 7, 2024

Rate Cuts: Bonds Back in Play?

Graham InfingerSeptember 30, 2024

Graham InfingerSeptember 23, 2024

Forecastability and Portfolio Optimization

Graham InfingerSeptember 16, 2024

Diversifying Equity Portfolios

Graham InfingerSeptember 9, 2024

The Great Rotation

Graham InfingerSeptember 3, 2024

Activism at Scale in Japan

Graham InfingerAugust 19, 2024

On the Brink?

Graham InfingerAugust 12, 2024

Classifying Economic Regimes

Graham InfingerAugust 5, 2024

Analogous Market Moments

Graham InfingerJuly 29, 2024

The Rise of Alternatives

Graham InfingerJuly 22, 2024