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22 Lessons Learned Upside Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes As another round of fiscal stimulus makes its way through Congress. Jesse Livermore’s research on Fiscal Policy Regime Change may be more timely now than when it was first published by OSAM back in September. […]
Top Private Equity Managers are the Only Ones Likely to Achieve Return Expectations Plus 4 More Lessons Learned From Public to Private Equity in the United States: A Long-Term Look The last 25 years have seen a shift in US Equity market structure. Companies are staying private longer because capital […]
By Michael J. Mauboussin and Dan Callahan, CFA August 4, 2020 Consilient Observor these notes are taken from. P. 17 the mix of tangible and intangible investments has changed over the last 40 years. In the late 1970s tangible investments were nearly double those of intangible investments. Today, intangible investments […]
How You Can Still Take Advantage of the Student Loan Provisions in the CARES Act On Friday, March 27th, Congress passed and the President signed into law the Coronavirus Aid, Relief, and Economic Security Act more commonly known as CARES. Emergency legislation intended to provide economic relief from the coronavirus […]
You’re Welcome La-Z-Boy I updated my personal spending analysis for July. Interested to see how trends are evolving as my family settles into life after COVID. Lifestyle changes reflect categories that were down or up from increased time spent at home quarantining. Substitutions reflect categories were spending in one category […]
Travel Expenses Return with a Vengeance Curious how the reopening impacted my family’s spending. I updated my analysis to include numbers for June. Lifestyle changes reflect categories that were down or up from increased time spent at home quarantining. Substitutions reflect categories were spending in one category increased. Because it […]