August 2019

Yuan Redux

Just because something isn’t noise, that doesn’t mean you can find the signal.

These Are the Goods

Articles The popularity of theater-going has been in decline for close to 20 years. By Matthew Ball Whatever price multiple of which you are a fan, whichever sectors you exclude, however you neutralize your exposures, whether you equal-weight or cap-weight, one thing remains true: cheap stocks have had an unhappy decade By John Pease The…