Leverage: Fantastic on the Way Up, Hideous on the Way Down
Yesterday’s Bloomberg TV hit discussing how excess leverage helped to bring down the hedge fund Archegos Capital Management. ...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • Why Is It Busy on the Waterfront? Americans Are on a Shopping Spree. Monthly cargo volumes at...
How to Get the Most Out of Your Quants
What is the best way to motivate the financial engineers and quants who work in your firm? If you are Gary Chropuvka, President...
Not a Housing Bubble
Source: Len Keifer To hear an audio spoken word version of this post, click here. Alas, the bubble callers are out...
10 Tuesday AM Reads
My Two-for-Tuesday morning train WFH reads: • “Buy and Hold” No More: The Resurgence of Active Trading Conventional wisdom holds...
BBRG: Bull Market Beset by Too Many Misconceptions
Bull Market Beset by Too Many Misconceptions What have we learned in the one year since equities crashed? Bloomberg, March 28, 2021...
10 Monday AM Reads
My back to work morning train WFH reads: • Higher Taxes? Deficit Spending? Why the Stock Market Isn’t Worried. “To some extent,...
a16z Marketplace 100
The a16z Marketplace 100: 2021 (Andreessen Horowitz) I always find these sorts of Venture-funded lists fascinating. You can...
Transcript: Gary Chropuvka
The transcript from this week’s, MiB: Gary Chropuvka, WorldQuant, is below. You can stream and download our full...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • America Is Now in the Hands of the...