Except for a few days in 2005, the spread between corporate and treasury bond yields hasn’t been as low as it is now since 1997. These...

The problem with ESG is that this label bolts together three different topics: Environmental, Social, and Governance. The ESG label was...

The year 2018 was a landmark one for corporate taxes in the US. Until the end of 2017, the corporate tax rate was 35%; afterward, it...

Recently, I posted about using large language models of AI to analyze earnings calls for sentiment to pick stocks. In addition to...

Ask Chat GPT a question, and it will give you an answer. We're all familiar now with the incredible power of large language models to...

What could be more sensible than buying quality stocks, especially in times of uncertainty? After the tough market of 2022, many argued...

On January 30,  Pensions & Investments  reported that a New Hampshire House committee unanimously opposed the proposed bill to make it a...

The Financial Times published my guest post, 'The quantitative climate change,' in which I highlight a half-century-plus connection...

In a previous post, I showed how ESG screening substantially improved a strategy focused on profitability (long-short ROE) that was both...

Is there investment value in ESG? It's hard to think of a more polarizing investment topic. Regulators, investors, politicians, and...