TradeLearner

TradeLearner

Home
Weekend Reads

April 2025

Weekend Reads - Apr 26, 2025
Strategic Portfolio Construction in a Changing World; Bear Market Anatomy– The Path and Shape of the Bear Market; The Limits to Growth… Are Coming…
 • 
Ayan Doss
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…
 • 
Ayan Doss
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…
 • 
Ayan Doss
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…
 • 
Ayan Doss

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…
 • 
Ayan Doss
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…
 • 
Ayan Doss
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...
 • 
Ayan Doss
Weekend Reads - Mar 08, 2025
Global Secondary Market Review; 2025 Active Management Environment; Probabilities and Payoffs: The Practicalities and Psychology of Expected Value…
 • 
Ayan Doss
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…
 • 
Ayan Doss

February 2025

© 2025 TradeLearner
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture