Private equity is still equity, nothing special here
For most investors, PE is irresistible for its dazzling brand halo of outsized “My PE [...]
AQM Q4 2021 Commentary
Executive summary AQM is flat, down 0.24 percent in Dec, and ended 2021 up 10.4 [...]
What We Read (Dec 2021)
Factor investing deep dive with Jack Vogel By Jack Vogel, Alpha Architect Benjamin Felix and Cameron [...]
DIY ETF portfolios: Just tell me what to buy
For beginner investors interested to DIY long-only portfolios using ETFs, OptimizedPortfolio is a comprehensive, well-documented [...]
State of ESG: A boutique firm’s critique
In researching the state of ESG (market trading instruments), there are two articles that most inspired [...]
New fund start-up guide
The costs and complexities have setting up a new fund are opaque to most individual [...]
What We Read (Nov 2021)
Breaking Down the Danger of Leveraged ETFs By Yash Diwan, Intrinio A leveraged fund typically [...]
Beyond value investing: What is evidence-based investing?
“We live in a universe predicated on randomness and luck” -The Biggest Bluff by Maria Konnikova [...]
Managing inflation risk (AQR)
This Oct 2021 technical paper (10 pager) by AQR Capital Management is representative of an alternative [...]
Beware the Bitcoin Futures ETF – embrace the contango
Much has been written by industry watchers who are wary about the newly-launched Bitcoin Futures ETF. [...]
