Top 5 of the Week
Solving the Hedge Fund Outperformance Mystery
In our Top 5 this week, we look at the inconsistent nature of Mr. Market, discuss what can impact learned behavior, and examine the end of outperformance in hedge funds. All this and more…
Read MoreWhen to Carry and When to Avoid Risk Premia
In our Top 5 this week, we discuss arbitrary U.S. security laws, consider the use of liquid alternatives, and examine trend equity strategies. All this and more…
Read MoreFAANG In All Its Glory
In our Top 5 this week, we ask if real estate is a non-correlated asset class, examine Emerging Markets in more detail, and look at the rise of FAANG. All this and more…
Read MoreShorting Stocks: When the Downsides Are Neverending
In our Top 5 this week, we look at reverse life insurance, discuss shorting stocks, and examine the correlation between stock performance and manufacturing. All this and more…
Read MoreFake It Till You Make It?
In our Top 5 this week, we look at why it’s hard being an “intelligent investor,” discuss investing on an emotional level, and examine IRR fake news. All this and more…
Read MoreHigh-Risk Factor Alternatives
In our Top 5 this week, we examine equity market neutral strategies, discuss the hot topic in investing right now, and touch on who needs an investing philosophy. All this and more…
Read MoreActive Management: A Dead Industry Walking
In our Top 5 this week, we look at Steve Einhorn’s bear market checklist, examine data over dogma, and discuss investing heroes. All this and more…
Read MoreThe Long Shadow of Tech Stocks
In our Top 5 this week, we look at the traps in value investing, examine crowding in tech stocks, and reveal what really ends a bull market. All this and more…
Read MoreTiming It Just Right
In our Top 5 this week, we discuss timing from valuation warnings, examine systematic rebalancing, and see how there’s still life in the theory of loss aversion. All this and more…
Read MoreThe Ruling Top 5 Stocks
In our Top 5 this week, we check out an updated S&P 500 returns chart, discuss false investing promises, and examine the impact of the top 5 stocks on the market. All this and more…
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