Tag: Value Investing Philosophy

The Rules, Part XXX (30)
Videos

The Rules, Part XXX (30)

In the recent run-up, there was talk of the infallibility of equities.  This led to a higher level of variable compensation in the economy through option and share issuance and low pressure to raise fixed wages.  This was yet another […]

On Predicting the Future
Videos

On Predicting the Future

I’ve long admired ECRI for their timely and accurate forecasts, and their willingness to stick by their models when things don’t seem to be immediately going their way.  I have also appreciated their lack of willingness to divulge their model […]