Capital Gains logo
Capital Gains
Subscribe
  • Capital Gains
  • Archive
  • Page 8

Archive

Who Hedges Currency Risk, And Why?
Sep 20, 2023

Who Hedges Currency Risk, And Why?

Companies, Investors, and Countries

Byrne Hobart
Byrne Hobart
Why Do Companies Provide Earnings Guidance? And Why Does it Matter So Much?
Sep 13, 2023

Why Do Companies Provide Earnings Guidance? And Why Does it Matter So Much?

Sandbagging, Conspiring, De-Risking

Byrne Hobart
Byrne Hobart
Financial and Economic Thinking Clarify, But Don't Resolve, Policy Debates
Sep 06, 2023

Financial and Economic Thinking Clarify, But Don't Resolve, Policy Debates

You Won't Agree on Everything, But You'll Know What You Disagree On

Byrne Hobart
Byrne Hobart
Should You Angel Invest?
Aug 30, 2023

Should You Angel Invest?

The Economics of a Ludicrously Expensive Hobby That Occasionally Turns Into a Job

Byrne Hobart
Byrne Hobart
Reading the Yield Curve
Aug 23, 2023

Reading the Yield Curve

Infallible Recession Indicator? Noisy Signal? Both?

Byrne Hobart
Byrne Hobart
How to Read a 13F
Aug 16, 2023

How to Read a 13F

Or, Really, How Not to Misread a 13F

Byrne Hobart
Byrne Hobart
Real-World Diversification
Aug 09, 2023

Real-World Diversification

A Diversified Portfolio Pays Off in the Market—But Where Else Can You Get It?

Byrne Hobart
Byrne Hobart
Why Demographics Matter to Investors
Aug 02, 2023

Why Demographics Matter to Investors

How Who's Born When Affects Growth, Rates, and Votes

Byrne Hobart
Byrne Hobart
Choosing a Discount Rate
Jul 26, 2023

Choosing a Discount Rate

Putting a Price on Any Asset Means Putting a Price on Uncertainty and Time

Byrne Hobart
Byrne Hobart
Tradables and Non-Tradables
Jul 19, 2023

Tradables and Non-Tradables

Why the Best Way to Make Something Affordable is to Send it Around the World a Few Times

Byrne Hobart
Byrne Hobart
The Leverage Constraint
Jul 12, 2023

The Leverage Constraint

Are people irrationally afraid of debt, or irrationally fond of it?

Byrne Hobart
Byrne Hobart
The Capital Asset Pricing Model: Risk, Reward, and Reasons
Jul 05, 2023

The Capital Asset Pricing Model: Risk, Reward, and Reasons

There are Easy Tradeoffs and Challenging Ones

Byrne Hobart
Byrne Hobart
FirstBack
4567891011
Next Last
Learn how to think about finance, economics, and corporate strategy.

Capital Gains

Learn how to think about finance, economics, and corporate strategy.

Home

Posts

Authors

© 2025 The Diff.

Privacy policy

Terms of use

Powered by beehiiv