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www.sparklinecapital.com | ||
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www.acadian-asset.com
[AI summary] The article discusses the debate around 'buy-the-dip' investing in the context of the April 2025 stock market decline. It examines whether the decline is a temporary 'dip' or the start of a prolonged downturn, advising investors to make cautious, moderate adjustments to their portfolios rather than drastic changes. The piece highlights the importance of risk management, volatility scaling, and the limitations of making macroeconomic predictions. It also includes references to academic studies and legal disclaimers about the risks of investing. |
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blog.johnluttig.com
the AI talent wars challenge the shared trust and mission that aligned founders, employees, and investors |
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www.greaterwrong.com
The debate over EMH should perhaps be framed as "What skill level and assets under management do I need to make it worthwhile to play the markets instead of doing passive investing?" This is a list of anti-EMH evidence (that I personally came across in my relatively short exploration into the public markets), in the sense that they've updated me towards thinking that the levels are not as high as I had thought. (Compare with "Modern Edges are Completely Ridiculous" section in The EMH Aten't Dead.) |
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andolfatto.blogspot.com
The stock of national debt is now larger than our annual national income in the United States. Is this something to worry about? Does it mat... |
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