China's Emerging Peak
Reopening the global economy brings inflation pressures. the greater risk may lay with China’s real estate bubble.
Relocating Value
An Unwarranted Demise. Value investors in the U.S. extol the virtues of patience and resolve as their under-performance reaches two...
Inflation: A Supply Phenomenon
Constrained Supply. The global economy is reopening, with the U.S. leading the way with its vaccine roll-out. While the Delta variant of...
Requiem for Value Investing
Value investors are asking themselves, will the promise of value investing return to prominence? The answer is multi-faceted. Indeed,...