Practical analysis for investment professionals

Primer


18 Chart Crimes and Misdemeanors

Truth is relative, falsehoods are seductive, and shortcuts are commonplace. Chart crimes are a clear manifestation of this, writes Sloane Ortel. 

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

Russell Napier, ASIP: 21 Lessons from History

The astute investor appreciates both knowledge and thought by embracing the lessons of history, and financial market historian Russell Napier, ASIP, has studied those lessons extensively.

Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Blockchain 101 with Campbell R. Harvey

So, what is blockchain? What will it do to our industry? Campbell R. Harvey led an extended presentation on the subject.

Shiller vs. Siegel: Is the Stock Market Overvalued?

Is the stock market overvalued? That depends on who you ask. Nobel laureate Robert J. Shiller says "yes," while Jeremy Siegel says "no."

An Index for Any Asset: The Historic Stocks Market (HSTM) Index

The Historic Stocks Market (HSTM) Index tracks the auction prices of 100 "representative" share and bond certificates. It represents the full scope of scripophily — the collection and study of old stock and bond certificates — Jeremy Monk explains.

The Fintech Files: Understanding Blockchain

Blockchain is an often discussed, rarely understood topic. What is it all about? What changes will it bring to financial services? What are the benefits and road blocks? Larry Cao, CFA, asked Jennifer Qin of Deloitte for her take on these questions.

Corporate Taxes Matter, But Not in the Way You Think

The common assumption is that lower tax rates should increase corporate profits, share prices, investment, and consumption, and thus lift the entire economy. Unfortunately, this is not quite how it happens in the real world.

Shortcuts to Factor Investing 101

If investors have the option to cheaply replicate their desired exposures to help solve their portfolio problems, then why shouldn't they? Mark Harrison, CFA, curates the latest insights on what is meant by smart beta and factor investing and how they differ.



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