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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
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Ayan Doss
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Weekend Reads - Apr 19, 2025
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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
•
Ayan Doss
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Weekend Reads - Apr 12, 2025
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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
•
Ayan Doss
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Weekend Reads - Apr 05, 2025
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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
•
Ayan Doss
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Weekend Reads - Mar 29, 2025
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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
•
Ayan Doss
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Weekend Reads - Mar 22, 2025
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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
•
Ayan Doss
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Weekend Reads - Mar 15, 2025
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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
•
Ayan Doss
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Weekend Reads - Mar 08, 2025
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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
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Ayan Doss
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Weekend Reads - Mar 01, 2025
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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
•
Ayan Doss
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Weekend Reads - Feb 22, 2025
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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
•
Ayan Doss
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Weekend Reads - Feb 15, 2025
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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
•
Ayan Doss
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Weekend Reads - Feb 08, 2025
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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
•
Ayan Doss
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Weekend Reads - Feb 01, 2025
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