41554 blogs · [ { "id": "01a0bbe1-6015-7116-88c8-eb17566792d8", "title": "There are limits to the value from a crowd of economists", "url": "https://mrzepczynski.blogspot.com/2025/04/there-are-limits-to-value-from-crowd-of.html", "published_at": "2025-04-02T21:52:00+00:00" }, { "id": "01a0bbe1-6b11-715d-b72e-83368f2ac75b", "title": "There are limits to the value from a crowd of economists", "url": "http://mrzepczynski.blogspot.com/2025/04/there-are-limits-to-value-from-crowd-of.html", "published_at": "2025-04-02T21:52:00+00:00" }, { "id": "01a0bbe1-6015-7116-88c8-eb17568d7638", "title": "Robo-advisors - keep the rules simple", "url": "https://mrzepczynski.blogspot.com/2025/04/robo-advisors-keep-rules-simple.html", "published_at": "2025-04-02T21:26:00+00:00" }, { "id": "01a0bbe1-6b11-715d-b72e-83368fb48264", "title": "Robo-advisors - keep the rules simple", "url": "http://mrzepczynski.blogspot.com/2025/04/robo-advisors-keep-rules-simple.html", "published_at": "2025-04-02T21:26:00+00:00" }, { "id": "01a0bbe1-6015-7116-88c8-eb17572d76f7", "title": "Data as a hedge fund edge", "url": "https://mrzepczynski.blogspot.com/2025/03/data-as-hedge-fund-edge.html", "published_at": "2025-03-31T18:04:00+00:00" }, { "id": "01a0bbe1-6b11-715d-b72e-8336906d7214", "title": "Data as a hedge fund edge", "url": "http://mrzepczynski.blogspot.com/2025/03/data-as-hedge-fund-edge.html", "published_at": "2025-03-31T18:04:00+00:00" }, { "id": "01a0bbe1-6015-7116-88c8-eb175807be94", "title": "Time is a scarce resource", "url": "https://mrzepczynski.blogspot.com/2025/03/time-is-scarce-resource.html", "published_at": "2025-03-31T12:30:00+00:00" }, { "id": "01a0bbe1-6b11-715d-b72e-8336913d5744", "title": "Time is a scarce resource", "url": "http://mrzepczynski.blogspot.com/2025/03/time-is-scarce-resource.html", "published_at": "2025-03-31T12:30:00+00:00" }, { "id": "01a0bbe1-6015-7116-88c8-eb1758809829", "title": "Managed futures and portfolio construction - 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we are not good forecasters", "url": "https://mrzepczynski.blogspot.com/2025/03/future-babble-we-are-not-good.html", "published_at": "2025-03-23T17:31:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7578aaa27e", "title": "Future Babble - we are not good forecasters", "url": "http://mrzepczynski.blogspot.com/2025/03/future-babble-we-are-not-good.html", "published_at": "2025-03-23T17:31:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-92469026bc86", "title": "Geopolitical risks are in the rise", "url": "https://mrzepczynski.blogspot.com/2025/03/geopolitical-risks-are-in-rise.html", "published_at": "2025-03-22T14:47:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7579611458", "title": "Geopolitical risks are in the rise", "url": "http://mrzepczynski.blogspot.com/2025/03/geopolitical-risks-are-in-rise.html", "published_at": "2025-03-22T14:47:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924690948e3c", "title": "Risk Barometer - It is not macro, but cyberattack that is the worry", "url": "https://mrzepczynski.blogspot.com/2025/03/risk-barometer-it-is-not-macro-but.html", "published_at": "2025-03-22T14:05:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7579727ca0", "title": "Risk Barometer - 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A useful tool, but questions", "url": "https://mrzepczynski.blogspot.com/2025/03/portable-alpha-useful-tool-but-questions.html", "published_at": "2025-03-17T14:14:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757b876f24", "title": "Portable alpha - A useful tool, but questions", "url": "http://mrzepczynski.blogspot.com/2025/03/portable-alpha-useful-tool-but-questions.html", "published_at": "2025-03-17T14:14:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-9246926a0ef4", "title": "Narrative and crashes - there is a connection", "url": "https://mrzepczynski.blogspot.com/2025/03/narrative-and-crashes-there-is.html", "published_at": "2025-03-17T13:47:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757c4d69c7", "title": "Narrative and crashes - there is a connection", "url": "http://mrzepczynski.blogspot.com/2025/03/narrative-and-crashes-there-is.html", "published_at": "2025-03-17T13:47:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924692cb8c52", "title": "More talk about portable alpha - Is this right time?", "url": "https://mrzepczynski.blogspot.com/2025/03/more-talk-about-portable-alpha-is-this.html", "published_at": "2025-03-11T20:36:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757d075c28", "title": "More talk about portable alpha - Is this right time?", "url": "http://mrzepczynski.blogspot.com/2025/03/more-talk-about-portable-alpha-is-this.html", "published_at": "2025-03-11T20:36:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924692ef0ecb", "title": "The ascent of Total Portfolio Approach", "url": "https://mrzepczynski.blogspot.com/2025/03/the-ascent-of-total-portfolio-approach.html", "published_at": "2025-03-11T20:16:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757da1e31b", "title": "The ascent of Total Portfolio Approach", "url": "http://mrzepczynski.blogspot.com/2025/03/the-ascent-of-total-portfolio-approach.html", "published_at": "2025-03-11T20:16:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-92469395a164", "title": "The big international rotation is starting", "url": "https://mrzepczynski.blogspot.com/2025/03/the-big-international-rotation-is.html", "published_at": "2025-03-11T14:13:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757ddd674c", "title": "The big international rotation is starting", "url": "http://mrzepczynski.blogspot.com/2025/03/the-big-international-rotation-is.html", "published_at": "2025-03-11T14:13:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924694564fc0", "title": "Knowing the inflation and growth regime is critical for equity and bond investing", "url": "https://mrzepczynski.blogspot.com/2025/03/knowing-inflation-and-growth-regime-is.html", "published_at": "2025-03-10T15:40:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757e5923f9", "title": "Knowing the inflation and growth regime is critical for equity and bond investing", "url": "http://mrzepczynski.blogspot.com/2025/03/knowing-inflation-and-growth-regime-is.html", "published_at": "2025-03-10T15:40:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-92469543235d", "title": "The dampened business cycle - Will this continue?", "url": "https://mrzepczynski.blogspot.com/2025/03/the-dampened-business-cycle-will-this.html", "published_at": "2025-03-10T15:20:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757e9a15c3", "title": "The dampened business cycle - Will this continue?", "url": "http://mrzepczynski.blogspot.com/2025/03/the-dampened-business-cycle-will-this.html", "published_at": "2025-03-10T15:20:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924695d89df0", "title": "The value of overnight trading", "url": "https://mrzepczynski.blogspot.com/2025/03/the-value-of-overnight-trading.html", "published_at": "2025-03-08T20:00:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757ec87a86", "title": "The value of overnight trading", "url": "http://mrzepczynski.blogspot.com/2025/03/the-value-of-overnight-trading.html", "published_at": "2025-03-08T20:00:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924696786ab9", "title": "Sector size and equity bubbles", "url": "https://mrzepczynski.blogspot.com/2025/03/sector-size-and-equity-bubbles.html", "published_at": "2025-03-06T14:28:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757fa77339", "title": "Sector size and equity bubbles", "url": "http://mrzepczynski.blogspot.com/2025/03/sector-size-and-equity-bubbles.html", "published_at": "2025-03-06T14:28:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924696a0c66f", "title": "Market efficiency and financial crises", "url": "https://mrzepczynski.blogspot.com/2025/03/market-efficiency-and-financial-crises.html", "published_at": "2025-03-06T14:11:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c757fb6cea3", "title": "Market efficiency and financial crises", "url": "http://mrzepczynski.blogspot.com/2025/03/market-efficiency-and-financial-crises.html", "published_at": "2025-03-06T14:11:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924696cd243f", "title": "NYFed MCT suggests further persistence", "url": "https://mrzepczynski.blogspot.com/2025/03/nyfed-mct-suggests-further-persistence.html", "published_at": "2025-03-04T15:01:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c758015dbb5", "title": "NYFed MCT suggests further persistence", "url": "http://mrzepczynski.blogspot.com/2025/03/nyfed-mct-suggests-further-persistence.html", "published_at": "2025-03-04T15:01:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924697c3fc50", "title": "Follow the liberal arts to be a good analyst", "url": "https://mrzepczynski.blogspot.com/2025/03/follow-liberal-arts-to-be-good-analyst.html", "published_at": "2025-03-02T20:50:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7580df75bc", "title": "Follow the liberal arts to be a good analyst", "url": "http://mrzepczynski.blogspot.com/2025/03/follow-liberal-arts-to-be-good-analyst.html", "published_at": "2025-03-02T20:50:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924697e6cc36", "title": "Recorde on needing numbers", "url": "https://mrzepczynski.blogspot.com/2025/03/recorde-on-needing-numbers.html", "published_at": "2025-03-02T20:35:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7581202a6c", "title": "Recorde on needing numbers", "url": "http://mrzepczynski.blogspot.com/2025/03/recorde-on-needing-numbers.html", "published_at": "2025-03-02T20:35:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924697fd2ed0", "title": "The markets have gotten defensive", "url": "https://mrzepczynski.blogspot.com/2025/03/the-markets-have-gotten-defensive.html", "published_at": "2025-03-01T23:48:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7582103286", "title": "The markets have gotten defensive", "url": "http://mrzepczynski.blogspot.com/2025/03/the-markets-have-gotten-defensive.html", "published_at": "2025-03-01T23:48:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-924698c37665", "title": "Buy pro-cyclical stocks and get a higher return", "url": "https://mrzepczynski.blogspot.com/2025/02/buy-pro-cyclical-stocks-and-get-higher.html", "published_at": "2025-02-27T19:17:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7582e3c8c5", "title": "Buy pro-cyclical stocks and get a higher return", "url": "http://mrzepczynski.blogspot.com/2025/02/buy-pro-cyclical-stocks-and-get-higher.html", "published_at": "2025-02-27T19:17:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-9246996493ed", "title": "Making sense of chaos - A readable explanation", "url": "https://mrzepczynski.blogspot.com/2025/02/making-sense-of-chaos-readable.html", "published_at": "2025-02-24T14:27:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c758308e5a1", "title": "Making sense of chaos - A readable explanation", "url": "http://mrzepczynski.blogspot.com/2025/02/making-sense-of-chaos-readable.html", "published_at": "2025-02-24T14:27:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-92469a2a4c4b", "title": "Narratives help explain stock returns", "url": "https://mrzepczynski.blogspot.com/2025/02/narratives-help-explain-stock-returns.html", "published_at": "2025-02-22T19:08:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7583c95dea", "title": "Narratives help explain stock returns", "url": "http://mrzepczynski.blogspot.com/2025/02/narratives-help-explain-stock-returns.html", "published_at": "2025-02-22T19:08:00+00:00" }, { "id": "01a0bbe4-98b6-7217-840a-92469a9836c5", "title": "The changes in industrial organization", "url": "https://mrzepczynski.blogspot.com/2025/02/there-has-been-changing-focus-of.html", "published_at": "2025-02-18T02:09:00+00:00" }, { "id": "01a0bbe4-a301-71cd-a664-1c7584b8ec96", "title": "The changes in industrial organization", "url": "http://mrzepczynski.blogspot.com/2025/02/there-has-been-changing-focus-of.html", "published_at": "2025-02-18T02:09:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea29f8ca60", "title": "AI-Powered Financial Scholarship - This is scary", "url": "https://mrzepczynski.blogspot.com/2025/02/ai-powered-financial-scholarship-this.html", "published_at": "2025-02-18T01:14:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a911554e82ad", "title": "AI-Powered Financial Scholarship - This is scary", "url": "http://mrzepczynski.blogspot.com/2025/02/ai-powered-financial-scholarship-this.html", "published_at": "2025-02-18T01:14:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2af15299", "title": "Conditional beta using LASSO adds value", "url": "https://mrzepczynski.blogspot.com/2025/02/conditional-beta-using-lasso-adds-value.html", "published_at": "2025-02-17T23:19:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91155e1eb60", "title": "Conditional beta using LASSO adds value", "url": "http://mrzepczynski.blogspot.com/2025/02/conditional-beta-using-lasso-adds-value.html", "published_at": "2025-02-17T23:19:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2bae29cc", "title": "Different forms of backtests - A review", "url": "https://mrzepczynski.blogspot.com/2025/02/different-forms-of-back-tests-review.html", "published_at": "2025-02-17T01:27:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a911565addc2", "title": "Different forms of backtests - A review", "url": "http://mrzepczynski.blogspot.com/2025/02/different-forms-of-back-tests-review.html", "published_at": "2025-02-17T01:27:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2c0437b5", "title": "How world trade has changed - the real issue", "url": "https://mrzepczynski.blogspot.com/2025/02/how-world-trade-has-changed-real-issue.html", "published_at": "2025-02-16T16:36:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91157519f21", "title": "How world trade has changed - the real issue", "url": "http://mrzepczynski.blogspot.com/2025/02/how-world-trade-has-changed-real-issue.html", "published_at": "2025-02-16T16:36:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2cd09ba5", "title": "The convenience yield for Treasuries have fallen with supply", "url": "https://mrzepczynski.blogspot.com/2025/02/the-convenience-yield-for-treasuries.html", "published_at": "2025-02-16T16:00:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91157923aea", "title": "The convenience yield for Treasuries have fallen with supply", "url": "http://mrzepczynski.blogspot.com/2025/02/the-convenience-yield-for-treasuries.html", "published_at": "2025-02-16T16:00:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2ce7e60b", "title": "Douglas North - we need to think more deeply about institutions", "url": "https://mrzepczynski.blogspot.com/2025/02/douglas-north-we-need-to-think-more.html", "published_at": "2025-02-16T15:22:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91158294038", "title": "Douglas North - we need to think more deeply about institutions", "url": "http://mrzepczynski.blogspot.com/2025/02/douglas-north-we-need-to-think-more.html", "published_at": "2025-02-16T15:22:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2d0beb24", "title": "Chinese Capitalism - An evolving story", "url": "https://mrzepczynski.blogspot.com/2025/02/chinese-capitalism-evolving-story.html", "published_at": "2025-02-16T14:51:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91158d30d21", "title": "Chinese Capitalism - An evolving story", "url": "http://mrzepczynski.blogspot.com/2025/02/chinese-capitalism-evolving-story.html", "published_at": "2025-02-16T14:51:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2e00aedd", "title": "Hedge funds and as a nexus of contracts", "url": "https://mrzepczynski.blogspot.com/2025/02/hedge-funds-and-as-nexus-of-contracts.html", "published_at": "2025-02-13T13:42:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91158fa9669", "title": "Hedge funds and as a nexus of contracts", "url": "http://mrzepczynski.blogspot.com/2025/02/hedge-funds-and-as-nexus-of-contracts.html", "published_at": "2025-02-13T13:42:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2ea05885", "title": "Who is responsible for the corporation?", "url": "https://mrzepczynski.blogspot.com/2025/02/who-is-responsible-for-corporation.html", "published_at": "2025-02-13T13:21:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a91159929a3a", "title": "Who is responsible for the corporation?", "url": "http://mrzepczynski.blogspot.com/2025/02/who-is-responsible-for-corporation.html", "published_at": "2025-02-13T13:21:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2ecdd413", "title": "Labor, Capital and Technical Change - where are we going to get innovation outside of AI", "url": "https://mrzepczynski.blogspot.com/2025/02/labor-capital-and-technical-change.html", "published_at": "2025-02-13T13:11:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a9115a669ed6", "title": "Labor, Capital and Technical Change - where are we going to get innovation outside of AI", "url": "http://mrzepczynski.blogspot.com/2025/02/labor-capital-and-technical-change.html", "published_at": "2025-02-13T13:11:00+00:00" }, { "id": "01a0bbe7-d4c9-72d5-abcf-ebea2ed9ee3e", "title": "Commentary on economics - Need to closely observe", "url": "https://mrzepczynski.blogspot.com/2025/02/commentary-on-economics-need-to-closely.html", "published_at": "2025-02-13T13:02:00+00:00" }, { "id": "01a0bbe7-e008-72b7-8a9e-a9115b1e9d2a", "title": "Commentary on economics - Need to closely observe", "url": "http://mrzepczynski.blogspot.com/2025/02/commentary-on-economics-need-to-closely.html", "published_at": "2025-02-13T13:02:00+00:00" } ] posts Claim your blog

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Mark Rzepczynski

mrzepczynski.blogspot.com

2025

There are limits to the value from a crowd of economists original ↗

2 Apr 2025

There are limits to the value from a crowd of economists original ↗

2 Apr 2025

Robo-advisors - keep the rules simple original ↗

2 Apr 2025

Robo-advisors - keep the rules simple original ↗

2 Apr 2025

Data as a hedge fund edge original ↗

31 Mar 2025

Data as a hedge fund edge original ↗

31 Mar 2025

Time is a scarce resource original ↗

31 Mar 2025

Time is a scarce resource original ↗

31 Mar 2025

Managed futures and portfolio construction - A good way of seeing value original ↗

27 Mar 2025

Managed futures and portfolio construction - A good way of seeing value original ↗

27 Mar 2025

Trend-following, trading capacity, and diversification original ↗

27 Mar 2025

Trend-following, trading capacity, and diversification original ↗

27 Mar 2025

CTA dispersion - Not an issue, now what original ↗

26 Mar 2025

CTA dispersion - Not an issue, now what original ↗

26 Mar 2025

Recoveries will age but look for bad behavior first original ↗

26 Mar 2025

Recoveries will age but look for bad behavior first original ↗

26 Mar 2025

Below the 200-day moving average - life is different original ↗

25 Mar 2025

Below the 200-day moving average - life is different original ↗

25 Mar 2025

It is all about the market regime or similarity original ↗

24 Mar 2025

It is all about the market regime or similarity original ↗

24 Mar 2025

Uncertainty shocks and the business cycle original ↗

24 Mar 2025

Uncertainty shocks and the business cycle original ↗

24 Mar 2025

Asymmetric financial shocks - always greater downside risks original ↗

24 Mar 2025

Asymmetric financial shocks - always greater downside risks original ↗

24 Mar 2025

The ongoing mystery of the gold price move original ↗

24 Mar 2025

The ongoing mystery of the gold price move original ↗

24 Mar 2025

QT slowdown and closet easing original ↗

24 Mar 2025

QT slowdown and closet easing original ↗

24 Mar 2025

Corporate spreads and signaling - good time for credit restructuring original ↗

24 Mar 2025

Corporate spreads and signaling - good time for credit restructuring original ↗

24 Mar 2025

The power of observation - visual intelligence original ↗

23 Mar 2025

The power of observation - visual intelligence original ↗

23 Mar 2025

Future Babble - we are not good forecasters original ↗

23 Mar 2025

Future Babble - we are not good forecasters original ↗

23 Mar 2025

Geopolitical risks are in the rise original ↗

22 Mar 2025

Geopolitical risks are in the rise original ↗

22 Mar 2025

Risk Barometer - It is not macro, but cyberattack that is the worry original ↗

22 Mar 2025

Risk Barometer - It is not macro, but cyberattack that is the worry original ↗

22 Mar 2025

Trends exist at almost all time scales original ↗

20 Mar 2025

Trends exist at almost all time scales original ↗

20 Mar 2025

The laws of simplicity should be applied to quant investing original ↗

19 Mar 2025

The laws of simplicity should be applied to quant investing original ↗

19 Mar 2025

Portable alpha - A useful tool, but questions original ↗

17 Mar 2025

Portable alpha - A useful tool, but questions original ↗

17 Mar 2025

Narrative and crashes - there is a connection original ↗

17 Mar 2025

Narrative and crashes - there is a connection original ↗

17 Mar 2025

More talk about portable alpha - Is this right time?original ↗

11 Mar 2025

More talk about portable alpha - Is this right time?original ↗

11 Mar 2025

The ascent of Total Portfolio Approach original ↗

11 Mar 2025

The ascent of Total Portfolio Approach original ↗

11 Mar 2025

The big international rotation is starting original ↗

11 Mar 2025

The big international rotation is starting original ↗

11 Mar 2025

Knowing the inflation and growth regime is critical for equity and bond investing original ↗

10 Mar 2025

Knowing the inflation and growth regime is critical for equity and bond investing original ↗

10 Mar 2025

The dampened business cycle - Will this continue?original ↗

10 Mar 2025

The dampened business cycle - Will this continue?original ↗

10 Mar 2025

The value of overnight trading original ↗

8 Mar 2025

The value of overnight trading original ↗

8 Mar 2025

Sector size and equity bubbles original ↗

6 Mar 2025

Sector size and equity bubbles original ↗

6 Mar 2025

Market efficiency and financial crises original ↗

6 Mar 2025

Market efficiency and financial crises original ↗

6 Mar 2025

NYFed MCT suggests further persistence original ↗

4 Mar 2025

NYFed MCT suggests further persistence original ↗

4 Mar 2025

Follow the liberal arts to be a good analyst original ↗

2 Mar 2025

Follow the liberal arts to be a good analyst original ↗

2 Mar 2025

Recorde on needing numbers original ↗

2 Mar 2025

Recorde on needing numbers original ↗

2 Mar 2025

The markets have gotten defensive original ↗

1 Mar 2025

The markets have gotten defensive original ↗

1 Mar 2025

Buy pro-cyclical stocks and get a higher return original ↗

27 Feb 2025

Buy pro-cyclical stocks and get a higher return original ↗

27 Feb 2025

Making sense of chaos - A readable explanation original ↗

24 Feb 2025

Making sense of chaos - A readable explanation original ↗

24 Feb 2025

Narratives help explain stock returns original ↗

22 Feb 2025

Narratives help explain stock returns original ↗

22 Feb 2025

The changes in industrial organization original ↗

18 Feb 2025

The changes in industrial organization original ↗

18 Feb 2025

AI-Powered Financial Scholarship - This is scary original ↗

18 Feb 2025

AI-Powered Financial Scholarship - This is scary original ↗

18 Feb 2025

Conditional beta using LASSO adds value original ↗

17 Feb 2025

Conditional beta using LASSO adds value original ↗

17 Feb 2025

Different forms of backtests - A review original ↗

17 Feb 2025

Different forms of backtests - A review original ↗

17 Feb 2025

How world trade has changed - the real issue original ↗

16 Feb 2025

How world trade has changed - the real issue original ↗

16 Feb 2025

The convenience yield for Treasuries have fallen with supply original ↗

16 Feb 2025

The convenience yield for Treasuries have fallen with supply original ↗

16 Feb 2025

Douglas North - we need to think more deeply about institutions original ↗

16 Feb 2025

Douglas North - we need to think more deeply about institutions original ↗

16 Feb 2025

Chinese Capitalism - An evolving story original ↗

16 Feb 2025

Chinese Capitalism - An evolving story original ↗

16 Feb 2025

Hedge funds and as a nexus of contracts original ↗

13 Feb 2025

Hedge funds and as a nexus of contracts original ↗

13 Feb 2025

Who is responsible for the corporation?original ↗

13 Feb 2025

Who is responsible for the corporation?original ↗

13 Feb 2025

Labor, Capital and Technical Change - where are we going to get innovation outside of AI original ↗

13 Feb 2025

Labor, Capital and Technical Change - where are we going to get innovation outside of AI original ↗

13 Feb 2025

Commentary on economics - Need to closely observe original ↗

13 Feb 2025

Commentary on economics - Need to closely observe original ↗

13 Feb 2025