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
Soap on the water
Inspired by Gregory Zuckerman’s book on Jim Simmons I thought that I’d try some Markov Chain analysis on company announcements. Although it is not entirely... Read More