Category: Moving


global portfolio return attribution

The topic at hand has to do with if a global portfolio manger outperformed (or underperfomed) a benchmark, what was the cause of the outperformance (or underperformance)? Was it primarily about stock picking in certain countries? Or the overweighting of certain countries’ markets?


living without the Yateses

We have entered the P.Y. period of our lives, or the post-Yates era. It’s a bleak time without custom cakes for every special occasion, amazingly thoughtful gifts, fun times at fancy restaurants, Home Depot answers-of-the-day, and on-the-spot help when we can’t fix something around the house. We were also used to having them generously, cheerfully, and professionally paint any room in our house, any time/color we wanted, for the price of…