Insights
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What Shape the Recovery?
This blogpost is about laying out the motivation for an article I’m planning to research and, if it offers any insights, publish. That we have entered a brutal, in both… -
Hyperbolic Discounting
Hyperbolic discounting is a behavioral bias which describes the tendency for people to increasingly choose a smaller-sooner reward over a larger-later reward as the delay occurs sooner rather than later… -
The Iran Agent Playbook (Updated)
I anagrammed the title in order to give it a lower profile. In fact, these days I feel safer disagreeing with the Revolutionary Guards than with certain creditors of Argentina.… -
Argentina DSA (Continued): The (Non-)Use of Machine Learning Models
Like most bad literature, this blog post was born out of flattery. In the afternoon after my November 12th Argentina presentation, a young investor emailed asking me if I had… -
A Road Map to Argentina-IMF- Private Creditors Negotiations
“Diplomacy is the art of letting someone else have your way.” – Sir David Frost The upcoming Argentina – IMF – private creditors (AIP) negotiation is not particularly complex. In… -
New York’s Expert Discovery Rules Are Antiquated and Hurt My Business
There. I said it. This is a self-serving blog post. I differentiate my business as exclusively providing consulting expert services with the main value proposition being non-discoverability of my work… -
Both Argentina and Its Creditors Need to Play Their A-Teams
Ever since the return of democracy, power transfers have been messy affairs in Argentina. During this period, each incoming administration inherited a challenging economic situation and investor caution in the… -
Q: What Happens When a Blockchain Company Fails in the US? A: A Nightmare
My son wrote a paper on blockchain and he got quoted by a Nobel Prize winner on the New York Times. My goal is more modest. All I am hoping… -
The State of Private Equity: The Outlook is Bright and Firms Need to Evolve Accordingly
I am often asked whether the private equity industry is in bubble territory. It’s a sensible question, given that the industry enjoyed two decades of strong growth and high returns… -
Untangling the paradox of Lebanon’s Eurobond Placement
Lebanese Eurobonds maturing in late 2024 yield close to 17%, yet the Lebanese government has just mandated a syndicate of four local banks to place $2 bb 5-year Eurobonds at… -
The Problem of the Obsessive Litigant
Abstract Obsessive litigants are individuals who burden the judicial process by repeatedly filing causes of action that are ultimately found to be with little or no merit. If you are… -
Yes, an Investigation Is a “Thing of Value”
In a Politico article published yesterday, Renato Mariotti holds that the alleged Trump – Zelensky incident could not meet the definition of bribery under 18 U.S. Code § 201. While I… -
The Lure of the Cybersecurity Practice and a Proposed Policy Response
For some time now, I have been curious about why so many prominent lawyers made cybersecurity their playground. I think that I found the answer. Paraphrasing Willie Hutton, it’s because… -
Case Study: Fifth Time Was a Charm
We recently completed an engagement in a very run-of-the-mill area: business valuation. But although we would usually refer such type of “templated” work to a firm that could do the… -
Machine Learning in Finance: The Present
Machine learning (ML) is an exciting, rapidly evolving, field of study. To some, especially those in my generation, mastering ML may feel daunting. It’s not. ML is nothing more than… -
Modern Monetary Theory (by Articoolo)
This is a test post (referenced in my next post). It was written by a machine learning algorithm which used “Modern Monetary Theory” as the research subject (the same subject… -
A Monetarists’ Recoil
Individuals’ inflation expectations differ depending on a person’s experiences during their lifetime1. Growing up in Argentina I witnessed the direct relationship between monetized deficits and inflation. Later, I was schooled… -
On investing Biases and Staying Ahead of the Machine
I’m an engineer by background and most everyone who works with me knows me as a rationalist: someone who embraces the theory that when we are presented with a variety… -
Case Study: When the answer is Not in the Numbers
Being an effective financial advisor is not always about being the best at numbers. Paraphrasing Orwell, knowing the theory always helps but, in some cases, more so than in others.… -
A Market-Based Approach to the Mass Shooting Crisis
The research is unambiguous: gun availability leads to increased homicide rates – more than proportionally. For example, since 2004, the Harvard T.H. Chan School of Public Health published half a… -
Will Libra Be the Next Argentine Peso?
Like the dollars, euros or pounds in your pocket, Libra will be a currency, not an asset. As such, it will not bear interest. But Libra will differ from those…
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Posted In Insights On June 4, 2020
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