Category Archives: Strategy and the Big Picture
Never waste a good crisis
I heard our CEO, Garry Ridge, say this and it struck me as a good, catchy reminder that there is value we can sometimes overlook in challenging times. Every time I hear him say it, I learn something new about … Continue reading
“End of America as we know it”…? Yeah, no.
Bill Ackman, hedge fund manager and oft-times gambler betting on the downside, says he’s an optimist. While he exhorts the President and our national leaders to shut the country down for a month. If we don’t, he says, the America … Continue reading
Visiting Berlin
A few years ago I visited Berlin for a business meeting. First time to the city. I grew up during the Cold War, which was always threatening to heat up. We hunkered under our wooden school desks to prepare for … Continue reading
Quant investing examined
Money is flowing into so-called “quant” funds at a higher rate of late, largely driven by a pursuit of superior returns, which they’ve had over the last few years. It’s also probably driven by a fear of missing out; investors … Continue reading