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The Essential

The Value Iconoclast

Dave Iben has been chasing opportunities the market has written off, betting that unfashionable stocks such as gold and platinum miners would beat a tech-obsessed world — and the moment may be proving him right.

Allocators Prefer the ‘Fluffy Airy’ Words of Private Equity to the Hard Math of Hedge Funds

But Verdad founder Dan Rasmussen says that a reckoning is coming.

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Self-Storage: Structural Strength Meets Cyclical Opportunity

CalPERS’ Stephen Gilmore on TPA: ‘This Will Make Management More Accountable’

“The big thing is really around the mentality,” the pension’s CIO says, adding the total approach is “a consistent way of looking at all the investments.”

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Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis’

Julie Segal

Experts Spent Years ‘Angst-ing’ Over Value. In the End, the Answer Was in the Textbook.

Julie Segal

SPONSORED BY CME GROUP

How Ultra 10-Year Futures Became a Treasury Benchmark

This year marks a major milestone for one of the great success stories in futures market innovation: the Ultra 10-Year U.S. Treasury Note futures contract.

Asia’s Growing Economic Power Shapes Global Derivatives Market

Asia Pacific is playing an increasingly important role in the global economy.

Can AI's Benefits Spread Beyond a Handful of Tech Giants?

Can AI's potential for a productivity boom justify its stretched valuation?

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