The Backcourt Report
We're former basketball players, backcourt teammates in fact. We appreciate a good assist that leads to a score. That's what this blog is about. Through it we offer our investment training and insights...and sometimes a dose of hoops analogy...as an assist to your investment plays.
Tactical is a word that gets thrown around in the investment management industry. That’s not a bad thing. In fact, we…
Read More“Momentum is clearly based on behavioral explanations, including herding, anchoring, confirmation bias and the disposition effect. Because momentum has performed well…
Read MoreBuy and hold works beautifully on paper…but it’s really hard to do. The longer your holding period, the better your chances…
Read MoreCompanies have been loading up with debt over the last few years. As Deutsche Bank illustrates in the chart below, corporate…
Read MoreTime has unlimited demand and a finite supply…economics was never my thing, but I’m pretty sure that makes it valuable. Don’t…
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