Alfidi Capital Blog

The official "blog of bonanza" for Alfidi Capital. The CEO, Anthony J. Alfidi, publishes periodic commentary on anything and everything related to finance. This blog does NOT give personal financial advice or offer any capital market services. This blog DOES tell the truth about business.

Showing posts with label investment theory. Show all posts

Showing posts with label investment theory. Show all posts

Thursday, April 02, 2015

The Haiku of Finance for 04/02/15

Updating theory Inflation changes assets Same risk assumption

Modern Portfolio Theory Before Hyperinflation

Modern portfolio theory (MPT) has been around since Ike was in the White House. It's old enough to be Generation X's cranky paren...

Sunday, March 08, 2015

Thematic Investing Train Leaves The Station

The finance sector is always ready to entertain some new theory. The latest is thematic investing , which can mean just about anything. A...

Wednesday, May 21, 2014

The Haiku of Finance for 05/21/14

Growth investing fad Comes and goes with bubble times Praise lack of earnings

Monday, February 03, 2014

Choosing Between Meritocracy And Topocracy

Topocracy is a counterpoint to the meritocratic distribution of rewards within an economic network. This isn't some mere theoretical d...

Monday, September 02, 2013

Adapting Portfolio Theory To Social Capital

Today I attended an awesome seminar on the research behind the Bay Area Impact Investing Initiative . A diverse bunch of finance types gat...

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