COMMEnTARY: January 2022

illustration of a magician holding a wand in one hand and a top hat in the other, from which a white dove is emerging. The idea is that stock selection and portfolio management is not magic, rather, it is a craft.

Abracadabra

If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing than luck and hocus-pocus. It is truly a craft, masoned by a small group of professionals—including us at Qube.

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COMMENTARY: July 2022

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The VW Scandal