August 7, 2020 - The great stock market panic of March 2020, when each Monday we'd come into the (home) office and see stock market futures limit-down, has slowly faded from investors' memories. (more…)
June 26, 2020 - “I don’t have 10 to 15 years left to recover my losses,” Ophthalmologist Craig Sklar told the Wall Street Journal after selling much of his stock portfolio at a loss in the first quarter of this year as the coronavirus pandemic…
May 26, 2020 - In what seems like ages ago, back in February, I prognosticated regarding a new movement in investment management in a piece titled, “Alpha + Beta: The Next Frontier In Investment Management.” (more…)
April 22, 2020 - Nearly 2,000 years ago, the ancient Roman writer Pliny the Elder first wrote that ostriches, when threatened, would bury their heads in the sand in an ill-advised attempt to hide from potential predators. (more…)
April 15, 2020—Billionaire Investor Warren Buffett once stated, “Give a man a fish and you will feed him for a day. Teach a man to arbitrage and you will feed him forever.” Notably, Warren Buffett earned a 53% rate of return from his merger arbitrage…