Medical Money Podcast
I had the pleasure of chatting with Dr Andrew Fah of Medical Money Podcast. You can find the podcast episode here.
I had the pleasure of chatting with Dr Andrew Fah of Medical Money Podcast. You can find the podcast episode here.
The chart below appeared on my LinkedIn feed and it shows the comparison between Zoom Technologies and Zoom Video Communications since the beginning of the pandemic. The image was also accompanied by this post – Its a somewhat snarky dig at investors who confused the two groups with the wonderful advice that you should…
DetailsAs we weather the COVID-19 storm thoughts invariably turn to what life will look like after the storm passes and as luck would have it there is no shortage of economists to tell us what life will be like. Most of their prognostications seem to fall somewhere between being the last person on the Titanic…
DetailsA study set to appear soon in the Journal of Accounting Research asks whether deceptive chief executives and chief financial officers give themselves away by the language they use in the course of their conference calls. David F. Larcker and Anastasia Zakolyukina, both of Stanford University, Graduate School of Business, have developed prediction models (though still rather…
DetailsI found this chart that I generated a few years in my archive folder. It looks at $100,000 invested in either cash or the average return of the top 200 superfunds I should update it to see if the general pattern holds true in the current environment. My guess is that it probably does and…
DetailsSocial media is the gift that just keeps on giving. Dropped into my LinkedIn page this morning to see a fund manager – that is someone who takes other peoples money and trades it proclaim that the recent rise in the price of orange juice futures was because people thought vitamin C was good for…
DetailsThe chart below is from Institutional Investor and it tracks where family offices which are essentially private wealth management groups are placing their capital. These charts always tend to follow a very generic flow – a lot in liquid assets such as equities, nowhere near as much as you would think in real estate and…
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