

You’ve Got to Ac-Cen-Thu-Ate the Positive (*)
Longstanding baseball fans fondly remember Hall of Fame pitcher Phil Niekro. The great knuckleballer had a strong motivation for making...
Martin Fridson, CFA
Sep 5, 20192 min read


Avoid "Cliches" Like the Plague!
Bloomberg Opinion contributor Barry Ritholtz recently tweeted about his dislike of financial clichés that reflect badly on the speaker...
Martin Fridson, CFA
Jul 12, 20191 min read


Podcast - Martin Fridson on "Behind the Markets"
On February 22, 2019, Martin Fridson was interviewed by Jeremy Schwartz on the podcast "Behind the Markets" (Wharton Business Radio)....
Michael Livian
Feb 26, 20191 min read


Cash is (almost) King!
Cash is back in style. Money-market funds saw their assets grow by $2 billion in between year-end and January 17, 2019 according to...
Martin Fridson, CFA
Feb 7, 20193 min read


"Landlord or Tenant"
Our new 2018-2019 Annual Letter, "Landlord or Tenant" is out! Read our investment outlook for 2019 and beyond. Click here!
Michael Livian, CFA and Martin Fridson, CFA
Jan 31, 20191 min read