Asset quality

From our write-up "Are the banks well-provisioned?" in April, and with Judo's June update, a re-assessment couldn't be more timely.

Nirvana for any investor is finding quality asset, exhibiting stable compounding growth, both in the past and in the future!

In 2007 former hedge fund manager Nassim Nicholas Taleb wrote The Black Swan: The Impact of the Highly Improbable, and the essence of that book has been inscribed into...

Asset quality is more than just an attractive building. Most properties are valuable because of something else entirely. Not long after my daughter turned five I...