Practical analysis for investment professionals

economics


The Cult of Statistical Significance

Is it statistically significant? Yes. Does it matter? Probably not.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Crypto Dreamin’? The Good, the Bad, and the Ugly

The author explains why he remains skeptical and has grown cynical about cryptocurrencies.

Know What You Don’t Know: Six Tips from Howard Marks, CFA

“Superior investing has to come from correct idiosyncratic decisions,” says Howards Marks, CFA.

Forecasting the Post-Coronavirus World

Joachim Klement, CFA, is confident of one post-pandemic forecast: Fewer things will change than we expect.

Don’t Panic! Coronavirus, GDP, and Unemployment

This is no ordinary recession or depression, and it cannot be measured by ordinary means.

Getting the Facts Straight

Economist and political scientist Olof Granstrom encounters many common misconceptions about the state of the world.

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.