Presentations
Changes in Capital Markets (PDF)
Dave Mossberg, Three Part Advisors, LLC
Economic Outlook (PDF)
William Strauss, Federal Reserve Bank of Chicago
Dividends, Inflation and Volatility (PDF)
Paul Magnuson, NFJ Investment Group
Why Many People Believe the US is Still in Recession. But It Is Not! (PowerPoint)
Harvey Rosenblum, Federal Reserve Bank of Dallas
Challenges for Monetary Policy Normilization (PowerPoint)
Giovanni P. Olivei, Federal Reserve Bank of Boston
The Future of Oil and Gas (PDF)
Donald Luskin, TrendMacro
Active Value Managers, Stay the Course; the Great Indexation Bubble is Showing Definable Limits (MP3 Audio)
Steven Bregman, Horizon Kinetics
Active Value Managers, Stay the Course; the Great Indexation Bubble is Showing Definable Limits (PDF)
Steven Bregman, Horizon Kinetics
ARTICLES AND WHITE PAPERS
The Good, the Bad, & the Necessity of Risk (PDF)
Eric Marshall, Hodges Capital Management
Unconventional Wisdom in the Investment Process (PDF)
Bill Woodruff, William K. Woodruff & Co, LLC
Addition By Subtraction: The Art Of The Spin-Off (Forbes Online Oct 8, 2013) (PDF)
Joe Cornell, Spin-Off Research
Recommendations for Equitable Allocation of Trades in High Frequency Trading Enviorments (PDF)
John McPartland, Federal Reserve Bank of Chicago
Alternative To An Alternative: Active Microcap vs. Private Equity (PDF)
Perrit Capital Management
Interest Rate Hikes And Small Cap Stock Returns (PDF)
Perrit Capital Management
Small-cap Value Stocks: An Overlooked Opportunity (PDF)
Westwood Holdings Group
Causes and Results: Abandoning Capitalism and Limiting Democracy (PDF)
Dick Bove, Rafferty Capital Markets, LLC