Weekend Reads - Jun 22, 2024

Is Month-End Still the Best Time to Trade Tactical Strategies?; The Rise of the Managed Futures ETF; Meme Stonks Revisited;Capturing the Momentum of a Narrowing Earnings Gap; and more...

• Is Month-End Still the Best Time to Trade Tactical Strategies? (Allocate Smartly)

• The Managed Futures Ecosystem: The Rise of the Managed Futures ETF (Alpha Simplex)

• Meme Stonks Revisited (Verdad)

• Capturing the Momentum of a Narrowing Earnings Gap (Amundi)

• Factor Strategies Belong in Your Completion Portfolio Toolkit (Enterprising Investor)

• The True Return on Private Debt (Klement on Investing)

• Measuring Performance Chasing (Finominal)

• The Age Of No Compromise (Markets and More)

• A Very Long Hill (Lindsell Train)

• A Stealth Tax on Prosperity (Research Affiliates)

• Karthik Muralidharan Examines the State of the Indian State (🎧 Ideas of India)

• Factor Performance Varies over Business Cycle (Disciplined Systematic Global Macro Views)

• What Equity Option Traders Can Learn From Commodity Options (Party at the Moontower)

• Unlock the Secrets of Seasonal Trading (Milton FMR)

• New Volatility Based Trading Techniques with Rob Hanna (Better System Trader)

• Hidden Miners (OSM)

• Is There Still a Golden Dilemma? by Erb and Harvey (SSRN)

• Re-examining Differences between Momentum and Time Series Momentum among Individual Stocks by Mu and He (SSRN)