Gregory Makoff’s feat is to build his narrative as a thriller without losing the detailed facts valued by specialists.

As public and private markets become more efficient, alpha will be even harder to come by. That puts the spotlight on cost for active investors

The author suggests we take a slow rather than fast approach to getting things thoughtfully done

For those with adequate income and investment knowledge, the constraints of illiquid assets can serve as a valuable discipline

Scenario planning helps us to envision multiple outcomes and foster resilience against uncertainties

A framework without an all-or-nothing scenario counterbalances the prevalent thinking

Many of the traditional services of financial advisers are now generic in today’s context

Many of the traditional services of financial advisers are now generic in today’s context

Corporate disclosures must be relevant, reliable, comparable, timely, and decision-useful to investors

A review of The New World Economy in 5 Trends

These strategies target specific investment attributes such as value, size, momentum, low volatility, low investment and high profitability

Three principles and three excerpts from ‘Investing in US Financial History’