Enterprising Investor
Practical analysis for investment professionals

History & Geopolitics


A Guide for Investment Analysts: The Prehistory of the US Markets

This historical narrative uncovers lessons crucial for modern analysts navigating an ever-changing landscape.

Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks

Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.

Editor’s Picks: Top 3 Book Reviews of 2024 and a Sneak Peek at 2025

What books reviewed in 2024 stand out for their applicability to practical issues confronting investment decision-makers?

A Guide for Investment Analysts: Toward a Longer View of US Financial Markets

Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed decisions in today’s complex landscape. This exploration of historical data stretching back more than 230 years reveals how markets have evolved… READ MORE ›

When Tariffs Hit: Stocks, Bonds, and Volatility

Tariff threats are sending analysts' heads spinning. What will be the consequences for stocks, bonds, and volatility?

A Guide for Investment Analysts: Working with Historical Market Data

Interested in working with older historical data? Pitfalls lurk for the unwary.

Book Review: The M&A Failure Trap

Massive M&A deals make headlines but too rarely make money for stockholders.

Escaping the Benchmark Trap: A Guide for Smarter Investing

Is it time to eschew the benchmark trap in favor of Warren Buffett's rule, "Don't lose capital?"

Wall Street’s Latest Flood: Private Credit

Private credit is a treacherous swamp full of opportunists. Is your consultant capable of defying the formidable odds of success?

Investment Opportunities in Mexico

With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities.