Weekend Reads - Nov 25, 2023
Life In A Lognormal World; The Full Reset; Perfect is the Enemy of Good; Pro Dollarization; Moats & Capital Allocation; and more...
Life In A Lognormal World (Probably Overthinking It)
The Full Reset (Collaborative Fund)
Perfect is the Enemy of Good (Anticipating the Unintended)
Pro Dollarization (The Grumpy Economist)
Moats & Capital Allocation (Investment Talk)
The Innovation Advantage: Private Market Investing (Enterprising Investor)
TIPS versus Commodities: Just Return Stacking? (Return Stacked Portfolio Solutions)
The Downsides of Diversification (Of Dollars and Data)
The Double-Edged Sword of Manager Selection (The Investment Ecosystem)
How Multiculturalism Fuels Hate (Spiked)
Stocks Will Soar As Extreme Government Money Printing Continues | George Robertson (📺 Blockworks Macro)
Changing Mis in a Polarized World with David McRaney (🎧 The Decision Education Podcast)
Erik Is "Going Nuclear" (📺 Simplify Asset Management)
Everybody Loves Raymond Dalio (📺 The Compound)
Commodity Carry As A Trading Signal (Macrosynergy)
Stocks for the Long Run? Sometimes Yes, Sometimes No by McQuarrie (FAJ)
Forecast the Sharpe Ratio, Invest with Optimism by Azimi et al. (SSRN)
Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice by Anarkulova (SSRN)