Live by momentum, die by momentum?
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3
The Drivers and Measures of Country Risk
20
2
Risk and Value
27
1
In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset…
33
The Genie is out of the bottle...
33
Political Markets?
35
5
My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund…
18
2
I wrote my first blog post on September 17, 2008, five days into a market crisis that changed the way I thought about economies, markets and business…
22
4
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Musings on Markets