Practical analysis for investment professionals


Weekend Reads: Seeing with Bad Data, Hyping History, And a Few Charts

“The West Wing,” cartography, and some lessons from India are just some of the topics covered in this week's edition of Weekend Reads by Sloane Ortel.

Weekend Reads from India: Thaler, Heuristics, and Capital Gains Taxes

Trade conflicts and protectionism may be back. Will the revival of these approaches and the potential implementation of other, more novel and untested fiscal policy prescriptions help address the growing inequality that globalization has so far failed to counteract? Shreenivas Kunte, CFA, explores this question and more in the latest Weekend Reads from India.

Secret Taxes for Financial Untouchables

Well over half of unbanked Americans cite not having enough money as the reason they have not opened a bank account. Substantial fees are one of the culprits. If you think wealth creation is good and want it to happen, freeing the unbanked where you find them is an obvious step, says Sloane Ortel.

Best of 2016: India and Behavioral Finance

There have been many stand-out pieces this year on behavioral finance and finance in India. Shreenivas Kunte, CFA, highlights the selections that most influenced his thinking.

Weekend Reads from India: Credit vs. Cash and the Season of Resets

The world over, it has been a season of resets. In India, there has been an unprecedented stir in the country’s political economy following the government’s recent decision to ban a large proportion of circulating cash.

Weekend Reads from India: The Winner’s Curse, Start-Up Wisdom

Shreenivas Kunte, CFA, explores the state of family-owned businesses in Asia, how companies can maintain their edge over time, and wisdom from Peter Thiel, in the latest Weekend Reads from India.

Weekend Reads from India: Telecom Wars, Coffee Can Portfolios

Shreenivas Kunte, CFA, sheds some light on the war breaking out in the Indian telecom industry, revisits Robert G. Kirby's "Coffee Can" portfolio, and shares insights from Aswath Damodaran, Joseph Stiglitz, and more, in the latest edition of Weekend Reads from India.

Weekend Reads from India: Zeno’s Paradox, Rolls-Royce, and Qualified Advisers

Market upheavals like the current Brexit-induced tremors highlight the important role investment advisers play in helping clients avoid making counterproductive decisions, writes Shreenivas Kunte, CFA, in this week's edition of Weekend Reads.

Martyn Davies Is Bullish on (Some) Emerging Markets

The key to success for emerging markets is to reform institutions to compete for talent and capital on a global scale, according to Martyn Davies. Diversification is not a policy, but a “people-driven initiative” about attracting skilled workers and intellectual property.

Weekend Reads from India: Interest Rates and Munger’s Take

In the latest Weekend Reads compilation, Shreenivas Kunte, CFA, curates readings on the Berkshire Hathaway annual meeting, interest rates, the economic outlook in China and India, and more.

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