In my last post, I looked at how earnings reports and other news stories about a company contain information that can lead you to reassess y...
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Reacting to Earnings Reports: Narrative Adjustments and Value Effects
Reality shows seem to have taken over much of television, but I am not a fan for two reasons. The first is that I don't enjoy watching p...
The insanity of the US tax code: Bad Laws and Predictable Consequences
If taking the same action, over and over, expecting different consequences, is the definition of insanity, it aptly describes the US tax cod...
Investment Advice from the Federal Reserve: Unusual, unwise and unseemly!
On July 15, Janet Yellen made news with her semiannual policy testimony to Congress, with her views on interest rates, bubbles and the debt ...
Possible, Plausible and Probable: Big markets and Networking effects
I do not know Bill Gurley personally, but I do know of him, and I was surprised, sitting in Vienna airport waiting for a connection home on ...
