Finding suitable peers for financial analysis is a vexing task that requires careful consideration of firms’ underlying economics, accounting choices,…
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The benefits of factor investing as stand-alone strategies are well documented. Less well known is the positive impact factor strategies…
Book Review: The New World Economy in 5 Trends: Investing in Times of Superinflation, Hyperinnovation and Climate Transition. 2024. Koen…
We are bearing witness to a remarkable demographic revolution in developed nations — the unprecedented aging of our populations. One…
Editor’s Note: This is the final article in a three-part series that challenges the conventional wisdom that stocks always outperform…
On February 27, 2024, Investing in U.S. Financial History was published, capping off my exhaustive four-year effort to document the…
After nearly two years of high interest rates, investors are anticipating rate cuts in the coming months. The transition from…
Does gold hedge inflation? On average the answer is no, empirically speaking. But gold’s relationship with inflation is complicated, making any blanket statement…
Investment advisors may be overestimating the risk of equities for longer-term investors. We analyzed stock market returns for 15 different…
A Wealth of Well-Being: A Holistic Approach to Behavioral Finance. 2024. Meir Statman. John Wiley & Sons. In A Wealth…