By Zev Abraham - Great Teams There have been many great sports teams over the past hundred years. Some have been dominant for stretches of ten years or more. In North American professional sports, the New York[…]
POSTED ON
November 24th
- POSTED IN
Portfolio Construction for a Challenging World,
Risk On / Risk Off,
technology
By Zev Abraham - Maybe it does not seem strange to others, but it seems odd to me that business schools do not teach financial and economic history. To the extent those subjects are taught, they generally take place[…]
POSTED ON
September 24th
- POSTED IN
Portfolio Construction for a Challenging World,
Risk On / Risk Off,
technology,
trends
By Zev Abraham - “Prediction is hard. Especially about the future.” – Dr. Nils Bohr, the Father of Quantum Physics Investing is not easy and sometimes its thankless, even when you are correct. Last month we wrote[…]
POSTED ON
July 2nd
- POSTED IN
Gold,
Portfolio Construction for a Challenging World,
Thinking About the Future,
interest rates
By Zev Abraham - Root Cause Analysis (RCA) is a methodology widely used in engineering, quality control, accident analysis and epidemiology. Although not familiar with the term until recently, it came up several[…]
POSTED ON
March 27th
- POSTED IN
Portfolio Construction for a Challenging World,
Risk On / Risk Off
By Zev Abraham - New Rochelle, New York is a small city about 25 minutes north of Manhattan. My family has called it home for many years. I and my wife attended the local public high school pictured below. After the[…]