Andy Yeh Alpha

Fundamental value investors, who intend to manage their stock portfolios like Warren Buffett and Peter Lynch, now find it more difficult to ferret out indiv

Uniform field theory of corporate finance While the agency and precautionary-motive stories are complementary, these stories can be nested as special cas

U.S. inflation has become sustainably less than the 2% policy target in recent years. As Harvard macro economist Robert Barro indicates, U.S. inflation has

Platform enterprises leverage network effects, scale economies, and information cascades to boost exponential business growth. Laure Reillier and Benoit

It can be practical for the U.S. to impose the 2% wealth tax on the rich. Democratic Senator Elizabeth Warren proposes a 2% wealth tax on the richest Americ

Jonathan Baker frames the current debate over antitrust merger review and enforcement in America. Jonathan Baker (2019)   The antitrust paradi