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Quant philosophy - I know that I know nothing.
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Are financial market returns randomly distributed?
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Never, ever trust stock market seasonality.
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can a diversified portfolio be implemented with factors?
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What is Impact Investing? Is it possible to do good and do well at the same time?
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Don't trust a backtest that you haven't faked yourself.
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The Fed is Hitting The Brakes: Are You Wearing your Seatbelt?
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Are investment ideas "contagious"?
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Dry ice against dehydration: Slowing the temperature rise with Direct Air Capture and Storage.
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The business of the future must have soul.
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The 30 Year Energy Cycle - key driver of the global financial cycle.
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The Dog and the Frisbee – Why Investors Should Consider a Simple Approach to Complex Markets.
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