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
October 8th
- POSTED IN
Commodity,
Risk On / Risk Off,
residential housing,
Lumber
By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]
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
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[…]
POSTED ON
January 30th
- POSTED IN
Risk On / Risk Off
By Zev Abraham - A few days ago, while driving to work, I heard an interview on Bloomberg radio with Randall Kroszner, an economist from the University of Chicago. He was asked about the how the labor market was[…]