Markowitz' 1952 paper, "Portfolio Selection" gave birth to modern portfolio theory. Here we look at some of the many key assumptions he made and just w…
Joseph Noko
Aphorisms and Axioms
Joseph Noko
Aphorisms and Axioms
Joseph Noko
Aphorisms and Axioms
Joseph Noko
Aphorisms and Axioms
Joseph Noko
Equity preference by investors as seen through the asset growth effect is a strong predictor of future stock market returns. In examining the capital c…
Joseph Noko
Welcome to The Mirandolan by me, Joseph Noko. The best newsletter on capital cycles, the macro picture and business valuations. What are capital cycles…