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Market in Pictures – October 2020

November 12, 2020

Company Financing A recent chart reminded us of another reason why many investors prefer the US markets. Securitization, while often maligned, forces a mark to market transparency for assets, such as bank loans, that might […more]

Investment Style Twaddle

November 11, 2020

Legendary investor Charlie Munger once said “The whole concept of dividing [indices] up into ‘value’ and ‘growth’ strikes me as twaddle. It’s convenient for a bunch of pension fund consultants to get fees prattling about […more]

AFG Quantitative Review – Q3 2020

October 21, 2020

The transition into Q4 is accompanied by a notable milestone. The Applied Finance Group turns 25 years old today! We want to take this opportunity to thank our research partners that appreciate the merit of […more]

Valuation Dividend – Q3 Strategy Letter

October 14, 2020

The 10 Yr. US Treasury yield ended the quarter flat at around 0.66%, though dipped to nearly 0.51% in early August. In July, headlines about rising Covid-19 infection rates in the US crowded the outlook […more]

Market in Pictures – September 2020

October 8, 2020

For September 2020, we have put together some visual highlights of the state of markets over the past month. We touch on energy stocks, European banks getting crushed, insights on value investing and a humorous […more]

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