2017 - Awesome Goat

2017

Dec 11, 2017 Running of the Japan Bears Dec 11, 2017
Nov 27, 2017 The Problem with Growth Stocks Nov 27, 2017
Nov 6, 2017 US Equities are Pricey: How Should Investors Respond? Nov 6, 2017
Oct 30, 2017 The Limits of Diversification Oct 30, 2017
Oct 9, 2017 "Phony Happiness" in Private Markets Oct 9, 2017
Oct 2, 2017 The Siren Call of Japan's Cash Hoarders Oct 2, 2017
Sep 25, 2017 Amazon and the Importance of Asset Turnover Sep 25, 2017
Sep 18, 2017 What Drives Stock Prices? Sep 18, 2017
Sep 11, 2017 The Fed's Modeling Mistakes Sep 11, 2017
Sep 5, 2017 The Fed's Forecasting Fallacies Sep 5, 2017
Aug 28, 2017 A Tale of Two Bankruptcy Regimes Aug 28, 2017
Aug 21, 2017 An Apology for Noise Traders Aug 21, 2017
Aug 14, 2017 Evidence-Based Active Manager Investing Aug 14, 2017
Aug 7, 2017 On Passive Investing and the Rise of ETFs Aug 7, 2017
Jul 31, 2017 M&A is a Seller's Market Jul 31, 2017
Jul 10, 2017 When LBOs IPO Jul 10, 2017
Jun 26, 2017 Observations on the Endowment Model Jun 26, 2017
Jun 19, 2017 Skin in the Game Jun 19, 2017
Jun 12, 2017 The Piotroski Synthesis Jun 12, 2017
May 30, 2017 What's Worked in Japan May 30, 2017
May 15, 2017 Where is High-Yield Risk Today? May 15, 2017
May 8, 2017 Insurance Float as Permanent Capital May 8, 2017
May 1, 2017 Making Private Equity Great Again May 1, 2017
Apr 24, 2017 Why Japan Now Apr 24, 2017
Apr 10, 2017 The Persistence and Predictability of Growth Apr 10, 2017
Apr 3, 2017 The Small Cap Growth Lottery Apr 3, 2017
Mar 27, 2017 The Epistemology of Price Prediction Mar 27, 2017
Feb 27, 2017 The Undoing Project Feb 27, 2017
Feb 21, 2017 Crowded Trades & Unconventional Behavior Feb 21, 2017
Feb 13, 2017 On Tax Reform Feb 13, 2017
Feb 6, 2017 Sexy Stocks, Not so Sexy Returns Feb 6, 2017
Jan 30, 2017 Caveat Emptor, Private Equity LPs! Jan 30, 2017
Jan 23, 2017 What Drives the Value Premium? Surprising News... Jan 23, 2017
Jan 9, 2017 Betting on Unpredictability Jan 9, 2017