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Weekend Reads
Weekend Reads - Sep 13, 2025
American Unexceptionalism; A Trend Following Deep Dive: The Dynamics of Dispersion; The Next Frontier in Private Credit Secondaries; and more...
Sep 13
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Ayan Doss
Weekend Reads - Sep 06, 2025
Want better returns? Forget Risk. Focus on Fear; Finding Edges; Building Resilience To Inflation; Volume Shocks and Overnight Returns; and more...
Sep 6
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Ayan Doss
Weekend Reads - Aug 30, 2025
How Wall Street Flooded the Market With Gimmick Funds; Why Know-It-All LLMs Make Second-Rate Forecasters; How Continuation Investments are Disrupting…
Aug 30
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Ayan Doss
Weekend Reads - Aug 23, 2025
Does Trend-Following’s Recent Struggle Signal That the Strategy Is Structurally Broken?; Aging, Deflation, and Secular Stagnation; The Path to 2075 …
Aug 23
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Ayan Doss
Weekend Reads - Aug 16, 2025
The Illiquidity Premium; Living with Trend Following: Lessons From the Past 25 Years; There Ain’t No Such Thing as a Free Lunch; Liquidity Outlook – Are…
Aug 16
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Ayan Doss
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Weekend Reads - Aug 02, 2025
Aug 2
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Ayan Doss
1
Weekend Reads - Dec 23, 2023
Dec 23, 2023
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Ayan Doss
Weekend Reads - Dec 09, 2023
Dec 9, 2023
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Ayan Doss
Weekend Reads - Aug 19, 2023
Aug 19, 2023
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Ayan Doss
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Weekend Reads - Aug 09, 2025
Why Every Trend Follower Has a Different Mission; Structural Flaws in the Growth–Value Duality; Stand United or Divide and Conquer? What is the Best…
Aug 9
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Ayan Doss
Weekend Reads - Aug 02, 2025
The Cost of Greenwashing; Rolling the Dice on Rebalancing: A Hidden Risk in Momentum Strategies; The Hidden Costs of Index Replication; The Unintended…
Aug 2
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Ayan Doss
1
Weekend Reads - Jul 26, 2025
Why Financial Independence is Overrated; The Elite Overproduction Hypothesis; How Did We Get Here? A Brief History of Expected Returns Formation; The…
Jul 26
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Ayan Doss
Weekend Reads - Jul 19, 2025
Hedge or Not to Hedge, and How to Hedge; Why Investors Underperform and How Not To; Why Financial Independence is Overrated; The Fragmentation Era; and…
Jul 19
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Ayan Doss
Weekend Reads - Jul 12, 2025
The Reports of Factor Investing’s Death Are Greatly Exaggerated; From Tariffs to Trends. How Time Horizon Shapes Diversification; Trend Following and…
Jul 12
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Ayan Doss
Weekend Reads - Jul 05, 2025
Is the Decline of Democracy Inevitable?; Enhancing Momentum Strategies;Removing Crash Risk from the Carry Trade; Rethinking FX Carry; and more...
Jul 5
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Ayan Doss
Weekend Reads - Jun 28, 2025
When the Market Outgrows the Index; The Hidden Value of Streaky Returns in Stock Portfolios; The Hidden Effort Problem: Work More and Get Better…
Jun 28
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Ayan Doss
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