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A Fully Diversified Portfolio of Trade Ideas
Input for your monthly performance review. A fully diversified portfolio of trade ideas. For everyone who has been living under [...]
Corona: Miles Away from Ordinary
Corona: Miles Away From Ordinary. Momentum and mean-reversion. Palladium: Supply, demand and the apocalypse Last week due to upcoming travel [...]
Don’t Drink the Hand Sanitizer. The Perfect Excuse for a Due Diligence on Wine
Don’t drink the hand sanitizer. The perfect excuse for a due-diligence on wine. Brexit eve, the better Christmas. Back [...]
Why “Quant Winter” Hasn’t Hit the Beach Yet
An evaluation of the empirical evidence on risk-free drinking. Why Quant Winter hasn’t hit the beach yet. In this weeks [...]
Renovations and Dietary Wisdom
Dietary wisdom Due to renovations we like to simply summarize our week with this amazing poem by Robert J. Wherry [...]
Why Pessimism Sells but we Like to be Optimistic
Why pessimism sells but we like to be optimistic. Why you should study the Commitment of traders bible. The temptation [...]
A Quick Shot of Liquid Brainfood
Your weekly dose of liquid brainfood Our weekly review of things that caught our attention. Some things new, some [...]
The Illiquidity Discount and Alphabetic Investor Bias
Our weekly review of things that caught our attention. Some things new, some things aged. Just like a good wine. [...]