Food for thought:
- Nobody Wants to Invest in Your Shit
- Global Risk Premia – Long-term support across strategies and asset classes especially for trend and carry
- How should you discount your backtest PnL?
- Howard Marks, CFA: Getting the Odds on Your Side
- Warren Buffett Can’t Find Anything Big to Buy
- Factor Investing from Concept to Implementation
- Why private equity appeals
- The Distrust of Intellectual Authority
- The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire
- Seeing Hidden Depths… Into the Forecaster, Not the Future
- Mysterious 8,500% Stock Gain Attracts Big Funds (And Big Questions)
- The Padres have Manny Machado and momentum on their side. What will they do with it?
- Warren Buffett’s brother from another mother
- Edges That Won’t Go Away