Weekend Reads - Jan 25, 2025

Why You Should Pursue the “Unnecessary” Things in Life; More Output, Less Effort; What Do Unhappy Families Have in Common with Systematic Investment Approaches?; and more...

• Why You Should Pursue the “Unnecessary” Things in Life (The Root of All)

• More Output, Less Effort (Every)

• What Do Unhappy Families Have in Common with Systematic Investment Approaches? (Man Institute)

• It’s Prime Time for Trend-Following Strategies as Macro Divergence Continues (Aspect Capital)

• Data Update 1 for 2025: The Draw (and Danger) of Data (Musings on Markets)

• Revisiting Liquidity Drains (Paulo Macro)

• What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals (Enterprising Investor)

• Trading Skill Isn’t Enough to Run a Hedge Fund (🎧 Other People's Money with Max Wiethe)

• Second Atomic Age – The Global Nuclear Revival (Periscope)

• Piard’s Annual Seasonality (Allocate Smartly)

• Intraday Momentum for ES and NQ (Quant Trading Rules)

• Ruchir Sharma Talks To Prannoy Roy On The 10 Economic Trends For 2025 (📺 The Indian Express)

• Refining ETF Asset Momentum Strategy (Quantpedia)

• Okay LASSO is Meh, but What Makes Ridge Good? (Quantymacro)

• Trading at Round Numbers by Rosen and Spaenjers (SSRN)

• Narrative Momentum by Lee et al. (SSRN)

• The Inflation Gamble by Bonaparte et al. (SSRN)

• Momentum and Factor Momentum: A Re-Examination by Gao et al. (SSRN)