💰 CAPITAL MARKETS & INVESTING
2025
Will US Exchanges Follow the Tokyo Stock Exchange's Lead in Nudging Chronic Underperformers? — Forbes, Jul 13, 2025
Has Government Counterparty Risk Become the Biggest Risk Today? — Forbes, Apr 8, 2025
2024
The Doom List for 2024 — Forbes, Dec 24, 2024
The Fed's SVB-Like Woes — Forbes, Jul 8, 2024
Which Banks Are Most Vulnerable to the Commercial Real Estate Doom Loop? — Forbes, Aug 12, 2024
What Is Fair Pay for a CEO? — Forbes, Jul 26, 2024
Ratifying the Musk Award Might Lead to Large Earnings Hit for Tesla — Forbes, Jun 1, 2024
Who's Your Shareholder Clientele? — Forbes, May 3, 2024
What Hurdle Rate Do You Set for Capital Allocation Projects? — Forbes, Apr 17, 2024
What If Your Biggest Investor Is a Computer Program? — Forbes, Apr 10, 2024
Accountability Related to Capital Allocation — Forbes, Apr 8, 2024
A Few Decision Rules for the CFO Allocating Capital — Forbes, Feb 14, 2024
Do We Need a New Performance Measurement System for Long-Term Funds? — Forbes, Jan 19, 2024
Tarred by the Same Brush: How Do Index Makers Deal with Corporate Governance? — Forbes, Jan 2, 2024
2023
How Does Europe Deal with Its Index Laggard Problem? — Forbes, Dec 7, 2023
Why Do We Know So Little About How Asset Managers Are Paid? — Forbes, Jul 24, 2023
Roundtable on Empowering Shareholders and Stakeholders and the Importance of ESG Disclosures — Forbes, Jul 15, 2023
Is the Index Act Workable? — Forbes, Jul 6, 2023
A Few Thoughts on the Putting Investors First Act of 2023 — Part 2 — Forbes, Jul 5, 2023
A Few Thoughts on the Putting Investors First Act of 2023 — Part 1 — Forbes, Jul 5, 2023
Meet the Index Laggards — Forbes, Jun 30, 2023
How Is the GOP's Bill on ERISA Fiduciaries Consistent with Freedom of Choice in Investing? — Forbes, Jun 22, 2023
What Are We Paying Indexers for Being Passive? — Part 4 (Final) — Forbes, May 28, 2023
What Are We Paying Indexers to Be Passive? — Part 3 — Forbes, May 28, 2023
What Are We Paying Indexers for Being Passive? — Part 2 — Forbes, May 13, 2023
What Are We Paying Indexers for Being Passive? — Part 1 — Forbes, May 8, 2023
What Does Long-Term Investing Look Like Today and How Does It Perform? — Forbes, Apr 17, 2023
2022
Does the SEC's Names Rule Fix the Truth in Advertising Issue with US Funds? — Forbes, Jun 21, 2022
We Just Petitioned the SEC to Require Disclosure of Labor Costs — Forbes, Jun 15, 2022
The Crying Wolf Hypothesis: Hyperbole Before Any Major Regulatory Initiative — Forbes, Jul 12, 2022
2021
How to Measure Corporate Human Capital — Forbes, Oct 9, 2021
Why Have We Invested So Little in Understanding What the Real Shareholder Wants? — Forbes, Jul 1, 2021
The Sovereign Debt Market Ignores Fundamentals — Forbes, Jan 4, 2021
The Other Subsidy Enjoyed by Big Tech — Forbes, Jan 12, 2021
2020
Why Acquire Companies? For Revenue Growth and P/E Multiple Expansion, Not Earnings — Forbes, May 14, 2020
Is This Time Different? Learning from the 1999 IPO Boom — Forbes, Dec 14, 2020
Can We Agree on Something? Legislative Reforms to Get Us Back on Track — Forbes, Nov 16, 2020
Is Tech the Next Boogie Man? Congress Would Be Better Off Focusing on Healthcare — Forbes, Oct 8, 2020
Has European Corporatism Delivered? — Forbes, Jul 28, 2020
What If BlackRock Appointed the Auditor? — Forbes, Jul 2, 2020
2018
Think Our $20 Trillion Debt Is Bad? Get a Load of the Real Number — The Hill, Sep 20, 2018