Category Archives: Investment management

Are Oil Stocks Too Good For ESG Investors To Pass Up?

“Environmental, social, and governance” investors ditch the make-believe, but it was fun while it lasted.

Were the Bank Bailouts the Result of Rising Wealth Concentration?

Are many of the explanations of the recent bank tsuris barkign up the wrong tree?

Satyajit Das: SVB Collapse and Bank Turmoil – Latest Chapter in the Unwinding

Peeling back more layers of the SVB implosion and its broader implications.

Silicon Valley Bank Fails, With Deposits of Many Venture-Backed Companies Frozen. How Bad Will the Fallout Be?

How severe might the contagion from the Silicon Valley Bank failure be? And who will suffer most: tech land or other banks?

Losing Out in Critical Technologies: Cisco Systems and Financialization

Cisco turned from innovation to financialization, weakening the position of the US information-and-communication-technology industry

How Private Equity Bribes Public Pension Fund Officials: Subsidized/Fund-Paid Lavish Travel and Entertainment

Yet more private equity corruption! And see how little it costs to buy the assent of public pension fund employees.

Jim Chanos: The Golden Age of Fraud in Finance

Famed short seller Jim Chanos discusses the ever-rising role of fraud in the US financial system and his views of China.

Public Pension Funding Average Now Below 50%, Yet Beneficiaries and Press Stay Mum

That light at the end of the public pension fund tunnel is the headlight of the underfunding train bearing down on them.

Occupy the SEC Questions Unduly Generous Treatment of Disclosures by Corporate Beneficial Owners, aka Potential Tax Evaders

Occupy the SEC objects to portions of supposed corporate transparency regulation that hide more than is called for.

How Precision Scheduled Railroading at Norfolk Southern Caused a Toxic Vinyl Chloride Mushroom Cloud Over East Palestine, Ohio

I certainly hope Norfolk Southern’s owners are happy!

A Big Reckoning Starting for Private Equity and Its Public Pension Fund Enthusiasts

Private equity returns are finally going pear-shaped, but for the most part, investors are re-upping their bets.

US Inflation Policies Slowing World Economy

The Fed is playing killer of the current inflation even though it isn’t set up to do so. That’s hurting a lot of innocent bystanders.

Google’s Stock Climbed After It Fired 12,000 Employees—But What Did They Get Out of It?

Tech companeis laying off tens of thousands of employees, underscoring their fixation on short-term performance metrics.

SBF’s Substack Shows He Will Always Be in Our Face

Sadly, even prison is not likely to rid us of this turbulent financier, SBF.

Kentucky Retirement Systems Is Baack! The Latest Filing, re the Calcaterra Report Coverup

For those who like legal jousting and elegant drafting, the Kentucky Retirement Systems battle is back, now focused on Regina Calcaterra.