Insights
-
Before You Buy the Stock: 7 Places to Look Beyond the Earnings Release
Seven places to deepen public-company research, from SEC filings and insider transactions to proxy statements and investor relations.
-
Private Equity Research Without a Bloomberg Terminal
Seven public sources for a first-pass view of a company, its industry and the conditions surrounding an investment.
-
Five Charts I’d Check Before Making a Macro Call
Five indicators to put macro narratives in context: Treasury yields, credit spreads, unemployment and bank lending standards.
-
How to Read the Bond Market Without Being a Bond Trader
Five public resources for following Treasury yields, credit spreads and bond trading activity.
-
5 Places to Track What Startups Are Actually Building
Five free resources to follow what founders and developers are building—and a practical way to spot recurring problems.
-
Is Credit Getting Tighter? Five Free Indicators to Watch
Five free indicators for monitoring lending standards, credit spreads, financial conditions, consumer borrowing and delinquency trends.
-
The Capital Markets Dashboard: 12 Free Sources Worth Checking Each Week
A practical collection of 12 free primary and institutional sources for monitoring rates, liquidity, credit conditions, market activity and the broader economy.
-
Before the First Meeting: 15 Questions for Reviewing a Pitch Deck
A practical checklist for assessing a startup’s problem, traction, economics, market, team, projections and central risks.
-
Before the Data Room: 12 Free Tools for Evaluating a Company
A practical list of free resources for verifying company claims, researching markets, reviewing patents, tracking contracts and testing investment assumptions.
-
BITCOIN A COMPARATIVE ANALYSIS BETWEEN CONVENTIONAL AND CRYPTOCURRENCY
FROM THE ARCHIVES:BITCOIN A COMPARATIVE ANALYSIS BETWEEN CONVENTIONAL AND CRYPTOCURRENCY Presented at Pepperdine Graziadio Business School (Malibu, CA) December 16, 2016Professor JassoNational Economic Markets This paper will define…