Practical analysis for investment professionals

History & Geopolitics


Eurozone Recovery Falters — What’s Next?

Powerful new instruments have to be created to revive a flagging eurozone economy.

“We Will Get through This”: A Physician and Venture Capitalist on Coronavirus

Andrew "Drew" Senyei, MD, shares his take on where we stand in the fight against the coronavirus epidemic.

The Novelty of the Coronavirus: What It Means for Markets

Does market history offer any parallels to today's novel coronavirus crisis?

Hidden Ideas in Macro: The Long-Forgotten “M”

A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.

Finance, Bubbles, Negative Rates: The What Ifs . . . ?

What if "normal" real interest rates are not coming back?

The Silent Depression: Trundling Is the New Booming

What do two speeches from the 1970s say about today's economy?

Jason DeSena Trennert: Beware Private Equity Valuations

The real valuation problems today are much more evident in private equity markets, says Jason DeSena Trennert.

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Investing in the Age of Engagement

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”

The US Labor Market: Weaker Than It Looks?

US employment figures point to a significant opportunity deficit for workers.



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