In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset classes,...

The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most time periods, those recalibrations...

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter...

My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services...

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our...

If you have been tracking the torturous workings of the infrastructure bills working their way through Congress, consideration is now being given to a "billionaire"...

In a post a few weeks ago, I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs)...

I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong...