The Next Frontier of Sustainable Investing: Measuring Impact
What is the state of ESG analysis and how can investors both have an impact and invest with impact? Read More
Blockchain and DeFI: Drivers of Change in Asset Management
Institutional Portfolio Benchmarks: Slow Rabbits?
When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase. Read More
AMC
AMC Entertainment takes investors on a wild ride. DocuSign, Five Below, Lululemon, and Zoom Video report strong earnings. Twitter launches a subscription service. Etsy makes a big buy. And enterprise […]
Counting the Cost of Capital and Seeding Network-Based Accounting
Cost of capital is a tenuous concept. Charlie Munger amusingly calls it a
Tax-Smart Management of Your Muni Portfolio
Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses. Read More
Permanent Capital: The Holy Grail of Private Markets
The goal of private equity is to be impervious to the vagaries of the economic cycle and to outside interference. Read More
Amazon
Amazon buys MGM Studios. Costco slips a bit despite strong earnings. Salesforce rises. And Dick
Michael Lewis on the US Pandemic Response: Misaligned Incentives
Why did the United States fail in its pandemic response? Read More
Buybacks and Dividends: Sizing the Upswing
Dividends and buybacks are poised for a comeback this year. Read More