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Talking Your Book

According to InvestorWords.com, talking your book is an investing expression which means arguing for a scenario that, if true, would end up making you money because it follows your investing strategy. In other words, when investment professionals publicly express their views regarding an investment opportunity, in which they hold a position, they are “talking their […]

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Ethanol

Ethanol is a renewable, domestically produced alcohol fuel made from plant material, such as corn, sugar cane, or grasses.  In the U.S., corn is the primary source of ethanol, while other countries, particularly Brazil, use sugar cane. Using ethanol can reduce oil dependence and greenhouse gas emissions.  Ethanol use in the U.S. has increased dramatically […]

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Understanding Fear Based Media

Investors should recognize that news is intended to be a money making industry.  Instead of simply reporting the news in a straight forward manner, most media reporting has morphed into editorials, with an emphasis on the spectacular, the stirring, and the controversial.  The emphasis is no longer on getting the facts right, but rather, a race […]

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Dynamic Versus Static Scoring

According to Wikipedia, dynamic scoring is a forecasting technique for government revenues, expenditures, and budget deficits that incorporates predictions about the behavior of people and organizations based on changes in fiscal policy.  A dynamic scoring model may include expectations as the population adapts to the new policy.  Alternatively, static scoring makes simpler assumptions regarding behavior […]

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Corporate Governance Does Matter

The importance of corporate governance and shareholder rights has recently made headlines with the implosion of the proposed initial public offering (IPO) of WeWork.  We discussed this issue in our blog, “Corporate Governance/Shareholder Rights,” posted 15 Mar 2017. It is evident that investors have now become somewhat more discriminating in evaluating potential IPOs.  While governance […]

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“You Need to Calm Down”

“You Need to Calm Down” is the title of a recently released song by singer-songwriter Taylor Swift.  While this is probably good advice for all of us, it is particularly appropriate for investors.  With a constant drum beat of conflicting investing and political commentary, markets tend to be subject to frequent, short-term, and often ill-advised, […]

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