Expected Value and Time Value of Money in Real Estate
Book: Real Estate by the Numbers | Authors: J Scott and Dave Meyer | Chapters: 7-8
← Interest and Compounding in Real Estate | Discounted Cash Flow Analysis Explained →
Latest published articles
Expressing Market Views: Spot, Forward and Swap Trading Strategies
Chapter 4 is where theory starts doing real work. The authors take the relative value triangle from earlier chapters and actually build trades around it. This is the part where you stop nodding along and start seeing how the pieces fit together.
Hedge Fund Operations Checklist: What to Verify Behind the Scenes (Part 2)
In Part 1 we covered the big picture of operational due diligence and why so many hedge fund failures trace back to operational problems. Now in Part 2, Travers lays out exactly what to check, what questions to ask, and then shows us a real example interview with the operations team at Fictional Capital Management (FCM).
How to Read REIT Financial Statements Like a Pro
Financial statements sound boring. I get it. But here’s the thing: if you’re putting your money into REITs, these documents are literally telling you whether that’s a smart move or a terrible one. You just need to know how to read them.
Investing Psychology Chapter 3 Part 2: Mood, Persuasion, and Market Anomalies
Previous: Chapter 3 Part 1
We’re still in Chapter 3 of Tim Richards’ “Investing Psychology.” In Part 1, we covered how situations mess with your head. Now let’s talk about something even weirder: your mood, the weather, and why shouting “Fire!” in a theater is basically what happens during a market crash.
Investment Personality Diagnostic Tests
This is a retelling of Chapter 5 (Diagnostic Tests for Investment Personality) from “Behavioral Finance for Private Banking” by Thorsten Hens, Enrico G. De Giorgi, and Kremena K. Bachmann (Wiley, 2018).
Money Markets Explained: Treasury Bills, Commercial Paper, and More
Book: Financial Markets and Institutions, 11th Edition Author: Jeff Madura Publisher: Cengage Learning, 2015 ISBN: 978-1-133-94788-2
This is Chapter 6 of Madura’s textbook, and it covers money markets. These are the markets where short-term debt gets traded. We are talking about securities that mature in one year or less. They might not be exciting, but they keep the financial system running.
Peter Lynch's Fannie Mae Diary: His Biggest Winner
Book: Beating the Street by Peter Lynch with John Rothchild | ISBN: 978-0-671-75915-5
Lynch recommended Fannie Mae to the Barron’s panel every single year from 1986 to 1992. It got boring, he admits. But it kept working. There’s a snapshot of Fannie Mae headquarters alongside his family photos on his office shelf. That’s how much the stock meant to him.
Sowing Grief: Depositors Fight for Their Money
Walter Davis was shrewd. Echols makes that clear from the start of this chapter. He set up a holding company called Fleming and Company, named after his handyman, to shuffle foreclosed properties around and keep bad debts off his books. He acquired thirty houses and commercial buildings in the Springs, fifteen houses and an apartment building in Pueblo, and more in Denver. All built on other people’s misery through foreclosures.
The Four Investor Types Framework Explained - Behavioral Finance Chapter 6
Chapter 6 of Behavioral Finance and Investor Types by Michael M. Pompian is where it all comes together. After two chapters on personality theory and personality testing, Pompian finally introduces the thing the whole book is building toward: his Behavioral Investor Type (BIT) framework.