-
May 21, 2024
Continuing my occasional foray into sports analytics, in this post I look at the President's Trophy curse. This ubiquitous observation can be summed up as “the winner of the...
-
May 21, 2024
Continuing my occasional foray into sports analytics, in this post I look at the President's Trophy curse.
-
Apr 17, 2024
This 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, 2024
A few things I would’ve thought were hard for investors to believe at the same time. Alas, I would've been wrong.
-
Apr 2, 2024
My 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, 2024
Certain things said or done in our industry or said about our industry that have bugged me for years.
-
Feb 14, 2024
Recently, 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...