A banking paradox
I try to avoid writing blog posts on banks. I spent over a decade publishing research on banks – see here, and got well paid... Read More
Heroes and Xeros
I’ve been thinking about “story stocks”. In case you don’t know “story stock” is normally a term of abuse among value investors. It means companies... Read More
How to suffer loss
A friend, who has started his own litigation finance platform, https://www.axiafunder.com/ has asked me to write something about litigation finance. He’s not paying me – but... Read More
Signals in obfuscation
A reader of this blog contacted me to suggest that when I look at financial text, instead of trying to analyse stories, I could instead... Read More