Presentations


Three Part Advisors

Changes in Capital Markets (PDF)
Dave Mossberg, Three Part Advisors, LLC


Federal Reserve Bank of Chicago

Economic Outlook (PDF)
William Strauss, Federal Reserve Bank of Chicago


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Dividends, Inflation and Volatility (PDF)
Paul Magnuson, NFJ Investment Group


Federal Reserve Bank of Dallas

Why Many People Believe the US is Still in Recession. But It Is Not! (PowerPoint)
Harvey Rosenblum, Federal Reserve Bank of Dallas


Federal Reserve Bank of Boston

Challenges for Monetary Policy Normilization (PowerPoint)
Giovanni P. Olivei, Federal Reserve Bank of Boston


Trend Macro

The Future of Oil and Gas (PDF)
Donald Luskin, TrendMacro



ARTICLES AND WHITE PAPERS


Hodges Capital

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





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Causes and Results: Abandoning Capitalism and Limiting Democracy (PDF)
Dick Bove, Rafferty Capital Markets, LLC