Archive - TradeLearner

Weekend Reads - Apr 19, 2025

Trends Exist at Almost All Time Scales; How Bubbles Grow; Should Hedge Funds Hedge?: Why Some Alts Should Have a Beta of 1.0; Rising Toxicity and the…

Apr 19 •

Weekend Reads - Apr 12, 2025

Quality of Earnings; Rebuffed: A Closer Look at Options-Based Strategies; Adverse Effects of Index Replication; Why Trend Following is Harder Than it…

Apr 12 •

Weekend Reads - Apr 05, 2025

Turning Tides in Emerging Markets; Beautiful vs. Practical Advice; On Inflation and Stock Returns; Ferguson’s Law: Debt Service, Military Spending, and…

Apr 5 •

March 2025

Weekend Reads - Mar 29, 2025

The Long-Term War Premium in Stock Markets; The Enduring Appeal of Gain Deferral; Markets between Love and Fear; The Squid Game Stock Market; and…

Mar 29 •

Weekend Reads - Mar 22, 2025

Great Powers, Geopolitics, and the Future of Trade; Does Gold Belong in a Risk Premia Portfolio?; The Value of Overnight Trading; Never Root for a…

Mar 22 •

Weekend Reads - Mar 15, 2025

Probabilities and Payoffs; Would You Rather Lend to the US Government or Microsoft; Pure Independence; Massive AI Spending: A Red Flag?; and more...

Mar 15 •

Weekend Reads - Mar 08, 2025

Global Secondary Market Review; 2025 Active Management Environment; Probabilities and Payoffs: The Practicalities and Psychology of Expected Value…

Mar 8 •

Weekend Reads - Mar 01, 2025

Taming Excessive “Timing Luck” in TAA by Tranching Strategies; A New Paradigm in Active Equity; The Perils of Line-Item Thinking; Bend It Like a Trend…

Mar 1 •

February 2025

Weekend Reads - Feb 22, 2025

The “Rebalance Drag” Myth in Leveraged ETFs; US’s Petrostate versus China’s Electrostate; Déjà bubble: Can bubbles repeat?; A New Paradigm in Active…

Feb 22 •

Weekend Reads - Feb 15, 2025

Quick Commerce and the Demand for Instant Gratification; When the Incentives Change, I Change My Mind; How Much Should We Get Paid for Skew Risk?; US…

Feb 15 •

Weekend Reads - Feb 08, 2025

Navigating Private Credit’s Next Act; Macro Across Monetary Regimes; Founder Ownership Report; Imbalance Sheet: Supply, Demand, and S&P 500 Financing…

Feb 8 •

Weekend Reads - Feb 01, 2025

Can We Measure Soft Power?; The Jevons' Paradox; International Equity Returns: Looking Beneath the Surface; Sustainable Commodities Investing; and…

Feb 1 •

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