Monthly Archives: July 2017

Faulty Thought, Version 1.0: Healthcare

The debate over health insurance in the US continues to rage. No one likes any of the solutions proposed by anyone very much. But it’s not the solutions that are the problem; it’s the nature of the debate. When did … Continue reading

Value Misery

For the last ten years at least, investmentĀ managers who analyze stocks looking for value have had a tough time performing well. It’s becoming easy to wonder if value investing doesn’t ‘work’ any more. Jeremy Grantham has mused that large companies … Continue reading