A Journal of Independent Research, Analysis,
 Opinion and Insight

09 22 23 Full Issue
All of this issue's articles in one pdf document
9/22/23 4:00 PM
Attention Paid-Up Subscribers: To read or print the entire current issue as a single document, use the "easyprint" feature in the "Nav bar" to the right to open it, or any of WOWS' individual features, as an Adobe PDF file, and then print it. Alternatively, you can click "more" at the bottom of this paragraph and then click the red Adobe icon that appears. Your second click will download the full issue .pdf file of WOWS' latest issue to your computer, a process that -- depending on the file size and your connection speed -- might take more than the blink of an eye. Then, depending on preferences you've set on your device, it will either open automatically or show up in your downloads folder, waiting to be opened. [More]
Prepping For A Doozy
Value Investing Savant Loads Up On Profitable, Cheap Quality
9/22/23 3:50 PM

Christopher P. Bloomstran, CFA, the President and CIO of Semper Augustus Investments Group LLC, now boasts 30-plus years of investment experience — and as the nearby photo illustrates — has now a adopted the grizzled veteran look once sported around the Street by the late Steve Leuthold. I knew Steve well, and the legendary investment quant didn’t have much in common with the now widely acclaimed value investor — who I have also known for much of his investment career — except for their shared loves of sports, fine spirts and the markets, and now the beards. The resemblance is uncanny. 

That is scarely why Chris is featured in this latest issue of WOWS, however.


After The Top
Theory: Dysfunctional Psychology Says Investors Brainwashed
9/22/23 3:30 PM

By Michael Belkin

The NYFANG+ Index is down 7% from its July 18 top (two months ago). It has a negative 4% alpha (underperformance vs. [More]

Money And The Public Debt
Treasury Market Liquidity: A Public/Private Legal Phenomenon
9/22/23 3:20 PM

By Lev Menand and Joshua Younger

The market for U.S. government debt (Treasuries) forms the bedrock of the global financial system.


We use cookies to improve user experience and ensure your website visit is convenient, fast, and meaningful. We do not sell your personal information.
By using this website, you agree to our use of cookies. For more information about how we use cookies, please visit our Privacy Policy page.