Category Archives: Strategy and the Big Picture
“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
The danger of growth
It’s often said, “If you’re not growing, you’re dying”, as it relates to business. Maybe that’s just not true. Economists talk about the “hidden hand” of an efficient, free market. They are referring to the collective effect of market participants … Continue reading