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Archive

January 24, 2020, Vol. 38, No. 2

‘Low growth at a huge multiple’

What the indexed investor sees is not always what the indexed investor gets.

Truly sustainable investing

Newly issued by Artemis Capital Management, L.P., Austin, Texas, is a guide to investing after you (probably) won’t be around to attend to the details.

Energetic income

Opportunities in income-producing stocks that occupy the energy wing of the investment dog house.

Plastic refuse

Bearish on a debt-financed roll-up of roll-ups that stands at the intersection of minuscule interest rates and money-burning-a-hole-in-the-deal-doers’-pockets.

Not so stimulating

As the overclass gathers in Davos, Switzerland, the United States and Europe have at last found common ground.

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