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Mark Rzepczynski
mrzepczynski.blogspot.com
2024
Hedge funds versus ARP - Worth a hard look
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16 Mar 2024
Hedge funds versus ARP - Worth a hard look
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16 Mar 2024
Private equity dispersion a key risk
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15 Mar 2024
Private equity dispersion a key risk
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15 Mar 2024
SHAP and explainable AI - Getting to know your models
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14 Mar 2024
SHAP and explainable AI - Getting to know your models
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14 Mar 2024
The information coefficient - Tell me model prediction skill
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13 Mar 2024
The information coefficient - Tell me model prediction skill
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13 Mar 2024
A theory of investor choice - mix of positive and normative
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13 Mar 2024
A theory of investor choice - mix of positive and normative
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13 Mar 2024
Non-consensus investing from Rupal Bhansali
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11 Mar 2024
Non-consensus investing from Rupal Bhansali
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11 Mar 2024
Being a Non-consensus investor - not that easy
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10 Mar 2024
Being a Non-consensus investor - not that easy
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10 Mar 2024
Arrow's impossibility theorem and why investment committees don't work
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9 Mar 2024
Arrow's impossibility theorem and why investment committees don't work
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9 Mar 2024
Misbelief - the next level of behavioral thinking
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9 Mar 2024
Misbelief - the next level of behavioral thinking
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9 Mar 2024
The complexity of Adam Smith and the impartial spectator
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9 Mar 2024
The complexity of Adam Smith and the impartial spectator
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9 Mar 2024
Global macro versus managed futures - Which is better?
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8 Mar 2024
Global macro versus managed futures - Which is better?
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8 Mar 2024
Momentum works - for all sizes and all geographies
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8 Mar 2024
Momentum works - for all sizes and all geographies
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8 Mar 2024
The appraisal ratio - another way of looking at risk
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7 Mar 2024
The appraisal ratio - another way of looking at risk
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7 Mar 2024
What makes trading "bubbles " so difficult?
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7 Mar 2024
What makes trading "bubbles " so difficult?
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7 Mar 2024
Bubble Time - Perhaps if we look at history
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7 Mar 2024
Bubble Time - Perhaps if we look at history
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7 Mar 2024
Decompounding - the real risk for a portfolio
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5 Mar 2024
Decompounding - the real risk for a portfolio
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5 Mar 2024
Gartner Hype Cycle and markets
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4 Mar 2024
Gartner Hype Cycle and markets
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4 Mar 2024
Disorder - Hard Times in he 21st century - Expansive read on current times
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3 Mar 2024
Disorder - Hard Times in he 21st century - Expansive read on current times
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3 Mar 2024
Outside the Box - Good book on understanding globalization
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3 Mar 2024
Outside the Box - Good book on understanding globalization
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3 Mar 2024
The rise and fall of globalization - The change in eras
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3 Mar 2024
The rise and fall of globalization - The change in eras
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3 Mar 2024
The Scout Mindset - What is needed for good investing
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3 Mar 2024
The Scout Mindset - What is needed for good investing
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3 Mar 2024
The Art of Fairness - what we need more of
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2 Mar 2024
The Art of Fairness - what we need more of
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2 Mar 2024
Napoleon's Glance - A different take on strategy
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2 Mar 2024
Napoleon's Glance - A different take on strategy
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2 Mar 2024
Shipping is telling us a negative story
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1 Mar 2024
Shipping is telling us a negative story
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1 Mar 2024
Systematic approach to business cycle suggests recession still likely
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1 Mar 2024
Systematic approach to business cycle suggests recession still likely
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1 Mar 2024
February - Big cap momentum rules
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1 Mar 2024
February - Big cap momentum rules
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1 Mar 2024
MECE (Mutually Exclusive, Collectively Exhaustive) thinking for portfolio management
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1 Mar 2024
MECE (Mutually Exclusive, Collectively Exhaustive) thinking for portfolio management
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1 Mar 2024
The power of the big 10 market cap names - over 30%
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29 Feb 2024
The power of the big 10 market cap names - over 30%
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29 Feb 2024
Is there a consumer credit problem?
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29 Feb 2024
Is there a consumer credit problem?
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29 Feb 2024
Nowcast still looking good
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29 Feb 2024
Nowcast still looking good
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29 Feb 2024
Simple measure of market breadth - SPY / RSP
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26 Feb 2024
Simple measure of market breadth - SPY / RSP
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26 Feb 2024
Reverse splits explode in 2023 - Playing with investors?
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26 Feb 2024
Reverse splits explode in 2023 - Playing with investors?
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26 Feb 2024
Risk management and risk measurement
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25 Feb 2024
Risk management and risk measurement
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25 Feb 2024
High yield spreads and equity volatility
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25 Feb 2024
High yield spreads and equity volatility
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25 Feb 2024
NVDA - Is this a bubble?
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25 Feb 2024
NVDA - Is this a bubble?
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25 Feb 2024
Nikkei 225 hit a new high, so what?
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25 Feb 2024
Nikkei 225 hit a new high, so what?
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25 Feb 2024
Cocoa market- Just crowded or a bubble?
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25 Feb 2024
Cocoa market- Just crowded or a bubble?
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25 Feb 2024
Global valuation - Will the US still be special?
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23 Feb 2024
Global valuation - Will the US still be special?
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23 Feb 2024
Corporate America is dynamic - Constant change
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23 Feb 2024
Corporate America is dynamic - Constant change
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23 Feb 2024
Conference Board LEI says no recession
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21 Feb 2024
Conference Board LEI says no recession
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21 Feb 2024
China cutting long rates will not help balance sheet recession
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20 Feb 2024
China cutting long rates will not help balance sheet recession
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20 Feb 2024
Reversible and irreversible decisions - know the difference
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20 Feb 2024
Reversible and irreversible decisions - know the difference
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20 Feb 2024
Plan that your plan will not work
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20 Feb 2024
Plan that your plan will not work
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20 Feb 2024
YOLO credit bubble - is that a thing
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17 Feb 2024
YOLO credit bubble - is that a thing
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17 Feb 2024
PPI up - pushes Fed rate cuts into future
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17 Feb 2024
PPI up - pushes Fed rate cuts into future
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17 Feb 2024
Family offices and asset allocation
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16 Feb 2024
Family offices and asset allocation
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16 Feb 2024
Good company not the same as a good stock
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16 Feb 2024
Good company not the same as a good stock
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16 Feb 2024
Funds in money markets is a wild card
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15 Feb 2024
Funds in money markets is a wild card
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15 Feb 2024
Know your market regime - we are at an extreme
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9 Feb 2024
Know your market regime - we are at an extreme
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9 Feb 2024
Skill and lucky - You usually need more luck
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1 Feb 2024
Skill and lucky - You usually need more luck
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1 Feb 2024
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