Investment Strategies

Beyond the Fed Model: Dissecting Equity Valuation Trends

With equity markets hitting record highs and the Fed Model signaling historically…

January 17, 2025

Measuring Corporate Impact: The Gold Is in the Details

Measuring corporate impact is time-consuming and resource intensive. Until recently, I worked…

January 16, 2025

What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals

Private equity (PE) buyouts are intricate financial maneuvers, often shrouded in complexity.…

January 15, 2025

Investment Manager Selection Is Hotting Up. Are You Ready for the Tough Questions?  

“We don’t think we were wrong. We think we were early.” A…

January 14, 2025

The Discounted Cash Flow Dilemma: A Tool for Theorists or Practitioners?

If your foresight is strong enough to build a reliable Discounted Cash…

January 13, 2025

What Do Experts Really Know? Embracing the Unknown

“As we know, there are known knowns; there are things we know…

January 12, 2025

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

Before the Civil War, the US financial markets operated in a world…

January 11, 2025

Three burning questions for the market in 2025

January 10, 2025

Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry

I recently sat down with Jason Hsu, founder of Rayliant Global Advisors…

January 9, 2025

U.S. stocks have been hot, so why bother going global?

January 8, 2025