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)