Corporate finance in illiquid markets
Making money off illiquidity: Two Strategies
Asset selection & Valuation in Illiquid Markets
Asset allocation for illiquid markets
All assets are illiquid
Are complex models the answer?
The insider trading scandal: Thoughts about the hedge fund business
How do you evaluate risk taking?
The secret to investment success: Self Awareness?
QE2 or the Titanic?
Nassim Taleb and the Nobel Committee
Inflation, deflation and investing
Jerome Kerviel is sentenced: Ruminations on risk and trading scandals
High dividend stocks: Do they beat the market?
A Corporate Governance Risk Manual
Past performance is no guarantee of future performance... but is anyone listening?
Checks and Balances: Eisner and Disney
Capital Structure: Optimal or Opportunisitic?
Time for class!!
Unstable risk premiums: A new paper
What if nothing is risk free?
Will the financial overhaul bill fix what's wrong with banks?
What is "fair value"?
Parent versus Consolidated financial statements
Cash and Cross holdings
"We are not in Kansas anymore"
The Goldman indictment
Currency Choices in Valuation
Stock versus Flow: My thoughts
Goodwill: Plug Variable or Real Asset?
Government Default and Riskfree Rates
How do you measure profitability?
Equity Risk Premiums and the Fear of Catastrophe
The Fed Effect: Central Banks and Equity Value
Transactions Costs and Beating the Market
The Credit Default Swap (CDS) Market
Thoughts on the riskfree rate
Emerging versus Developed Markets: The margin shrinks in 2010
Time to Split!!
Bounceback in Multiples: The 2010 story
Reversal in Risk Premiums (or premia): The 2010 story
Data Update for 2010