by Jason Apollo Voss | 19 07 2012 | Best of the Blog, Blog
Financial analysts are in the business of evaluating the truth of information. But there is a shocking lack of academic research about how financial analysts can improve their lie and deception detection skills even though the monetary stakes are measured in trillions...
by Jason Apollo Voss | 16 07 2012 | Best of the Blog, Blog
We have myopically come to believe that “survival of the fittest” is synonymous with competition and is the highest expression of our nature. Yet survival of the fittest also includes those creatures, including humans, who successfully and continuously...
by Jason Apollo Voss | 03 04 2012 | Best of the Blog, Blog
In an investment world with any number of potential credit shocks (see our coverage of debt crises in the eurozone, China, Japan, and the United States) and trillion dollar/euro/yen/yuan consequences, a detailed analysis of creditor risk and credit spreads is...
by Jason Apollo Voss | 20 03 2012 | Best of the Blog, Blog
After the Great Recession (2008 to the present), it is in vogue to criticize the risk-free rate of return as a spurious concept. This is not surprising given the twin sovereign debt crises of the European Union and the United States; both countries’ debt instruments...
by Jason Apollo Voss | 14 03 2012 | Best of the Blog, Blog
Currently there is almost no “income” in fixed-income investing. In preceding decades interest rates took on the job of compensating investors for the credit risks they bear. But with no cash to compensate risks, analytical scrutiny of issuer creditworthiness has...
by Jason Apollo Voss | 06 03 2012 | Best of the Blog, Blog
Last week, the World Bank and the Development Research Center of the State Council, an official Chinese think tank, jointly released “China 2030,” a new paper calling for sweeping economic reforms aimed at preventing China’s growth from stalling. Perhaps most...
