Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Is the Outright Ban on a US Central Bank Digital Currency (CBDC) a Mistake?

Instead of outright banning a US CBDC, wouldn’t it be preferrable to establish clear and enforceable legislative guardrails?

Concerned About Market Concentration and Lofty Valuations? Consider Small Caps

Investors are showing increased concern about large-cap stocks due to high market concentration and lofty stock valuations. Other factors combine to make a compelling case for small caps.

What Is Systems Thinking? A Primer with Applications for Sustainable Investing    

Systems thinking is gaining in popularity in many fields including economics, finance, and investment management. Learn what it means and how it's being applied to sustainable investing.

Book Review: My Value Creation Journey

Bartley J. Madden has produced a book that challenges business leaders and investment professionals to think outside the box systematically to solve difficult problems.

Private Markets’ Governance: A New Era

Now that the SEC Private Fund Adviser rules have been struck down, it's incumbent on the industry to demonstrate how private ordering can work.

The Interplay Between Cap Rates and Interest Rates

What is the relationship between cap rates and interest rates? It's not as straightforward as you may think.

Still Misperceived? A Fresh Look at Bitcoin Volatility

Is Bitcoin considerably more volatile than other asset classes? It's important to approach this question analytically and with an open mind because perceptions do not always match reality.

FX Bubbles: Through the Lens of Shiller and Sornette

The theories and models introduced by Robert Shiller and Didier Sornette are as applicable to the foreign exchange market as they are to the stock market.

Book Review: A Wealth of Well-Being

Finance practitioners can benefit from Meir Statman's challenge to make finance an “afterthought” and spend more time thinking about life well-being.

What’s Your Client’s Optimal Equity Allocation?

Note to investment advisors: You may be overestimating the risks of equities for conservative investors with longer investment horizons.