Global Oil WarAlexandr Starodubtsev24 Mar 2020Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio...Read More
How Fast? Historically Fast.Yon Perullo24 Mar 2020Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in...Read More
A Tale of Ignorance And Danger of Rash DecisionsColin Ward21 Mar 2020Who is Zoom Technologies Inc.? Markets are “efficient”, right? Let’s all just take a deep breath In my last article,...Read More
Coronavirus is a Beta Test For Remote WorkColin Ward18 Mar 2020Remote-work software companies Quarantine may kickstart remote work We will emerge from Coronavirus, but do we evolve or resume? My...Read More
How’s VaR working out?Yon Perullo18 Mar 2020If there is one theme that underpins our writing on risk, it is that stress testing and scenario analysis are...Read More
Can a plan have too many FundsNick Davidson16 Mar 2020Key Talking Points Can the menu be too small? A Diversified Plan Menu Summary It shouldn’t be surprising that a...Read More
Panic at the Disco!Yon Perullo14 Mar 2020I started this post on March 11, 2020. It was not a good day. Today is March 12, and it is worse. Much worse. Historically worse.
Listen to the Experts! ESG Industry Insights and Advisor Advice from an ESG Rating Specialist – Elgin Chou of Act AnalyticsYon Perullo Colin Ward13 Mar 2020If you want to know the state of any industry, it is best to consult the experts. Yon and Colin...Read More