Bradford Cornell, professor of Finance, California Institute of Technology, was kind enough to send us, and give us permission to post the following academic paper which he just co-published with Aswath... Read More
GMO March 2017 white paper titled, "The What-Why-When-How Guide to Owning Emerging Country Debt"
As GMO enters its 23rd year managing emerging debt portfolios, we offer our perspectives on the... Read More
Below is a new interview with high-tech strategist Fred Hickey, published in today's issue of the Swiss Business newspaper Finanz und Wirtschaft by editor Christoph Gisiger. Excerpts from the... Read More
Richard X. Bove & Satyam Arora, Vice Presidents Equity Research at Rafferty Capital Markets, discuss stock buybacks do not create value.
Basis of Vigorous Debate
Clearly, in recent days I have... Read More