Author Archive
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Apr 17, 2024This op-ed is adapted (some additions, some deletions, some edits) from my acceptance speech for the 2023 Alexander Hamilton Award from the Manhattan Institute. Sorry, the bad jokes... -
Apr 2, 2024A few things I would’ve thought were hard for investors to believe at the same time. Alas, I would've been wrong. -
Apr 2, 2024My latest covers a few things I would’ve thought were hard for investors to believe at the same time. Experience has proven me quite wrong. -
Feb 21, 2024Certain things said or done in our industry or said about our industry that have bugged me for years.
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Feb 14, 2024Recently, a new paper has been making a big splash in our small pond of academic/quant investing. By “new,” I just mean “recently written,” as much of it ain’t new. In this...
