Here, at your fingertips, are more than 35 years’ worth of issues and articles. Search by date, company or keyword.
The “dematerialization” of wealth, a trend supposedly necessary, salutary and irreversible, is fast becoming another bubble.
Overpriced new arrivals in the public equity markets come under the Grant’s lens.
“There is no environmental impact-free future,” observed the leadoff speaker at the Fall 2021 Grant’s conference, “the impact is just different.”
“The problem is, inflation volatility could be with us for some time,... It’s a ‘just-in-case’ world now.”
“When you see something demonstrably superior rejected by 99% of people, it kind of looks like madness.”
Parsing Chair Powell’s public phone records.
Has everyone – regulators, the press, central bankers, investors – given up on honest markets?
No, you have not missed the value-stock renaissance, and, no, megacap index funds are not the one-decision investments they’re sometimes cracked up to be.
“Not since the 1792 founding of the New York Stock Exchange have U.S. companies traded at a greater premium to their European counterparts than they do today.”
An insurance policy for anyone planning to retire on a conventional 60-40 stock-bond portfolio.
“The lifeblood of the gold industry are the reserves that we have in the ground” and there are successful outliers in the reserve replacement department.
Affordability may stop the housing boom cold.