Category Archives: Strategy and the Big Picture

Objective, long-term, strategic, macro view

Quant investing examined

Money is flowing into so-called “quant” funds at a higher rate of late, largely driven by a pursuit of superior returns, which they’ve had over the last few years.  It’s also probably driven by a fear of missing out; investors … Continue reading

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The danger of growth

It’s often said, “If you’re not growing, you’re dying”, as it relates to business.  Maybe that’s just not true. Economists talk about the “hidden hand” of an efficient, free market.  They are referring to the collective effect of market participants … Continue reading

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The Iran anti-nuclear deal is a no-brainer

Okay, so I haven’t read the full agreement, but I’m having a hard time seeing what we lose by ratifying the treaty negotiated with Iran. We get information, reductions in enrichment capacity and open examination of formerly hidden facilities. We … Continue reading

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Is the price really right?

“Dear Stan, Our company is a relative newcomer to our industry, although the founders are the same people who created the industry thirty odd years ago. The founders decided to re-enter the market with a competitive offering based on superior … Continue reading

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