Making Sense of Evidence, Markets, and Business
This blog explains how to think more clearly, invest more wisely, and build better businesses – drawing on rigorous academic research, and making it accessible to a general audience.
World Cup fever: Why an England loss will wipe billions off the stock market
(This article was originally published in CityAM. A brief, humorous, five-minute talk on the paper is here.)
THE ...
Underperformance of Companies Holding Meetings in Remote Locations
If a company has bad news that it wishes to hide, where will it hold its shareholder meeting? As far away as ...
Profiting from momentum strategies – Part 2
The previous post concerned momentum - a strategy of buying past winners and selling past losers. It discussed how ...
Profiting from momentum strategies – Part 1
Momentum is arguably the most well-known trading strategy. A simple strategy of buying stocks that have done well ...
Does corporate social responsibility improve firm value?
Does corporate social responsibility (“CSR”) improve firm value? When companies make decisions, should they care ...
Trading Strategies Based on Analyst Conference Calls
The idea from this blog came from the "Extra-Curricular Topics" I teach in my MBA classes, a 10-minute interlude ...
Top Eight TED Talks
London is a great city, but one of its downsides is that it takes a long time to get to most places. The TED Talks ...
Davos in a Nutshell (Non-Economics Sessions)
Perhaps the most illuminating sessions in Davos were ones unrelated to economics, and thus gave me insights into ...
Eradicating World Poverty: Inspiring a New Generation to Act
This is a summary of a Davos session on "The Post-2015 Goals: Inspiring a New Generation to Act" on the ...
Davos in a Nutshell (Part 2)
Here are key takeaways from additional sessions I attended in Davos. The last blog mainly covered sessions that ...
Davos in a Nutshell
I was very fortunate to have had the opportunity to attend the World Economic Forum in Davos last week, co-leading ...
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