Posted in: Best of, Careers, corona virus, Value factors, Economy, Equity investments, History & Geopolitics, Leadership, management and communication skills, Performance measurement and evaluation, Philosophy, Portfolio Management, Risk management, Standards, Ethics and Regulation (SER)
What is the real usefulness of the Buffett indicator? Navin Vohra, CFA, shares his analysis.
GameStop short sellers may have exited the market, observes Joachim Klement, CFA. But don’t think for a moment that they are licking their wounds in defeat.
The Buffett indicator has been flashing red and has been for some time now, so caution is the watchword, writes Dhruv Goyal, CFA.
Shouldn’t all the recent monetary and fiscal stimulus measures lead to higher inflation? Maybe not. Nicolas Rabener looks at the data.
“In most crises, young companies suffer at the expense of old ones, risky companies are more affected than risky companies,” Aswath Damodaran said late last year. “This crisis seems to have turned the script on its head.” Paul McCaffrey considers Damodaran’s ideas.
Should a loan that one does not intend to repay or is not required to repay be considered debt or equity? Sébastien Canderle looks at the unusual modern trajectory of capitalism.
Bitcoin and cryptos aren’t for all investors, but the world of digital assets may be more than a passing fad. A team of PNC contributors explains.
Lower interest rates may, in fact, not lead to higher P/E ratios, according to Nicolas Rabener.
Your social capital grows as the people you help today advance in their careers and move on to more senior roles tomorrow. Eric Sim, CFA, offers some lessons on how to be a better networker.
Diversification is just as essential for career portfolios as for investment portfolios and few career trajectories demonstrate this as well as that of Eric Sim, CFA, observes Paul McCaffrey.
Honorable Mention: Although we never included book reviews when calculating our best stats of the year, review by Robert N. Farago, ASIPof Valuation: measuring and managing the value of companies7th editionby Tim Koller, Marc Goedhart and David Wessels has been our most popular book review to date.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, and the opinions expressed do not necessarily reflect the views of the CFA Institute or the author’s employer.
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