Book Review: Cracking the Emerging Markets Enigma by Andrew Karolyi

By |July 16th, 2015|Book Reviews, Tactical Asset Allocation Research|

A recent IMF World Economic Outlook survey projected that in 2015-2016 advanced economies will grow at 2%-2.5% rate, while emerging and developing markets are growing at a more robust 4%-5%, led by India and China, [...]

Book Review: A Wealth of Common Sense by Ben Carlson

By |July 8th, 2015|Book Reviews, Tactical Asset Allocation Research|

Ben Carlson splashed onto the blog scene a few years ago with his hit website, aptly named, "A Wealth of Common Sense." My initial reaction was, "Oh great, here we go again. Some kid trying to pretend [...]

Book Review – Competition Demystified: a Radically Simplified Approach to Business Strategy

By |May 12th, 2015|Book Reviews, Value Investing Research|

We've spent a lot of time these days thinking about how to identify economic moat, or a firm's ability to defend against competitive forces in the marketplace. In our search for better understanding we ran [...]

Book Review — Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies

By |March 27th, 2015|Book Reviews|

Book Overview One of the most fundamental choices for any investor is their approach to strategic asset allocation. What are the major asset classes to consider, and how much should be allocated to each asset [...]

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