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  • The Escherization of Bank Profits

    Yep, even more bankster chicanery. We knew that many of the banks have been taking advantage of the inscrutable fair value accounting rules by channelling reductions in the market values of their outstanding debt through income statements where they show up as earnings. If the value of outstanding liabilities declines while asset values are constant (under the revised fair value…

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  • The Looting of America’s Coffers

    I am increasingly convinced that the looting of fiscal coffers by the international transactional class is one of the great defining issues of our time. I have observed this phenomenon with increasing frustration since the Bear Stearns intervention in early 2008. This type of looting is not new, of course. We have become a society of looters. The transactional classes…

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  • Heads Banks Win, Tails Taxpayers Lose

    I know it’s not our place to have an opinion about how U.S. taxpayer dollars are spent. We may however, in the coming weeks and months, be facing similar questions about our ‘visionary’ Canadian banks as commercial property, revolving credit, and potentially residential mortgage loan provisions start eating away at tangible Canadian bank capital. In the meantime, if we must…

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  • Corporate Bond Opportunities

    Barrons interviewed Rob Arnott for this weekend’s edition. From Wikipedia: Robert D. Arnott (born 1954) is an American entrepreneur, investor, editor and writer who focuses on articles about quantitative investing. He edited the CFA Institute‘s Financial Analysts Journal, as well as three other books on equity and asset allocation management.Arnott has also served as a Visiting Professor of Finance at…

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  • Prudent Capitalism – China Style

    China is behaving in truly Keynesian fashion by cleaning up bad debts on bank balance sheets and demanding prudence and risk management during boom times while forcing banks to expand their balance sheets aggressively during more challenging times in order to move funds into the economy. Though the author of the article below takes the view that China’s actions within…

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  • Model Review

    As part of our ongoing efforts to make our portfolio management process as transparent as possible, we are beginning a new monthly tradition. From now on, in the first week of every month we will post an update showing what our model is holding for the current month, as well as how the model performed in the prior month The…

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About Us

GestaltU is a forum for research, opinion pieces, and educational material from the team at ReSolve Asset Management. Our views are driven by evidence based finance, with a special focus on asset allocation; factors and smart beta; retirement and endowment strategies, and; quantitative methods.