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Tesla Gas Mileage & the “Philanthropic” Rush to Ruin
The Tesla Model S MPG Figures Sure are Alluring
Safe Dividend Stocks: A Staples Update & A Brand New Bag
KCR’s systematic, evidence-based analytical and investment process is driven by the historical record. Our financial faith resides in what the data shows. Human beings have made the same mistakes in slightly different forms again and again for centuries. Stick to a low-cost, tax efficient process and winning is inevitable.
Equity Positioning, Sentiment, and the Disposition Effect
KCR’s work leans heavily on sentiment for good reason. The presence of our in-house academic and co-founder does not mean we are advocates of efficient markets. Much of the research in behavioral finance that our systematic approach to fundamental research leans on is dedicated to finding undue pessimism and optimism. These are often a critical ingredient in...
Pay the Plumber Bonus
Pay the Plumber Bonus PDF By subscribing to any of our offerings, you agree to the, Terms of Use, Terms of Service and Privacy Policy
Nabors Investor Relations Has a Terrific Story to Tell
Profiting from the Reckoning with Reality - KCR readers know we have been long-term bulls on energy stocks and have relentlessly panned the high-priced promises of so-called clean-tech energy stocks. While others read the IEAs’ path to net-zero emissions and forecasted the end of oil, we read the work and wrote our piece, Net Zero Emissions: The Possible vs. the Plausible, which explained how their...
A Tight Labor Market Returns the Upper Hand to American Workers
A Tight Labor Market Returns the Upper Hand to American Workers - The always wonderful John Authers put out a recent piece on inflation. Discussing comments out of the UK, he observed, “I cannot remember a central bank of a large, industrialized country being this negative about its own economy.”
A Lucid Stock Discussion on an Amazing Car Company
The High Price of Cool Stuff: An Update on Stocks Valued Over 10x P/S. Lucid Motors Logo: A Symbol of the Future? It’s been a hot stretch of summer for the KCR equity research team. We have, at times, been accused of writing dry and dense material with an intermittently academic tone. Not today. First Friday in August. Let’s talk cars.
Market Neutral Strategy Replay Page
Market Neutral Strategy Video Replay
Market Neutral Strategy: Transcript & Video
At KCR, we believe in solving problems and one of the greatest issues we hear from subscribers is how to compound...
