By Zev Abraham - "Somehow you’ll escape all that waiting and staying. You’ll find the bright places where Boom Bands are playing” - Dr. Seuss from Oh the Places You’ll Go
POSTED ON
April 16th
- POSTED IN
Portfolio Construction for a Challenging World,
Risk On / Risk Off,
Return on Equity,
Price / Book Valuation
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
March 18th
- POSTED IN
Risk On / Risk Off,
interest rates,
inflation
By Zev Abraham - Is there anyone over the age of fifty who doesn’t think back fondly on the “Back to the Future” trilogy, particularly the first movie? In the original, we were introduced to Marty McFly, played by[…]
POSTED ON
February 26th
- POSTED IN
Risk On / Risk Off
By Zev Abraham - You don’t see that everyday! On February 17, the price of electricity in Houston closed for next day delivery at $8,786 per megawatt hour (mwh). Normally, at the peak of summer air conditioning[…]
POSTED ON
December 30th
- POSTED IN
Commodities,
Commodity,
Risk On / Risk Off
By Zev Abraham - In true to form life imitating art, the Three Mile Island nuclear accident occurred in 1979 only 12 days after the theatrical release of the “China Syndrome,” a movie that premiered to awards at the[…]