Analysing uncertainty – TMI
“These days everyone has the same data regarding the present and the same ignorance regarding the future.” Howard Marks I’m fascinated by this talk... Read More
Sailing into the unknown
Not many things seem obvious at the moment. But one thing that does, is the likelihood that companies will need more cash from shareholders. Historically,... Read More
Quant Winter
According to this recent article in FT just 15% of quant funds beat the US stockmarket index last year. Cliff Asness, head of AQR, which... Read More
Voluntary Disclosure
This is the second of 2 blog posts on PZ Cussons. I thought I might as well publish it before H1 Results are out on... Read More