Weekly review

Market motion We witnessed the smallest European equity outflows in 14 weeks…. …and Draghi  continued  to say that he will do whatever it takes , for as long as he needs to,  until Europeans change their  behavior ,and  start investing , borrowing and buying. That didn’t stop European equities falling 2.5%.   We have now… Read More »

Why monkeys beat fund managers

Every now and then a bored financial publication goes to the zoo, rents a monkey and pits him against a bunch of mutual fund managers.  Lo and behold, the ignorant monkey who doesn’t know a thing about betas or earnings potential beats the significant majority of active portfolio managers. These journalists must be pretty good monkey… Read More »

7 skills to boost your influence as an analyst

The best equity analysts routinely use their influence to be more effective. In almost any task of an analyst’s job -whether speaking to management, investors or portfolio managers one-to-one or just sending an emailing to a random potential information source-, there is an influencing element involved. There are a number of important skills required for… Read More »