Offshore
Photo
Tren Griffin
Was this software the first application bundle offered by Microsoft? https://t.co/r3adaRfLRv
tweet
Was this software the first application bundle offered by Microsoft? https://t.co/r3adaRfLRv
tweet
Meb Faber
cc all my PE and VC friends.
https://t.co/nh7C5HbZhY
half VC and half trend would be a real baller portfolio. anybody on the planet do that? (no).
a few do half equity and half trend...we do half trend and half global asset allocation... https://t.co/DKYXAlDZJx
tweet
cc all my PE and VC friends.
https://t.co/nh7C5HbZhY
half VC and half trend would be a real baller portfolio. anybody on the planet do that? (no).
a few do half equity and half trend...we do half trend and half global asset allocation... https://t.co/DKYXAlDZJx
Talked about this a lot over the years...despite being nearly identical in theory, and nearly opposite in correlation and returns, I don't know any PE/VC guys that are big on trend following...
via @AQRCapital "Trend-Following and Private Equity: Natural Complements?" https://t.co/A9za3rTESt - Meb Fabertweet
Aqr
New Rules of Diversification
During the first half of 2022, equity markets tumbled around 20% from their peak, with losses on typical stock/ bond portfolios almost as large. More worryingly, this type of downturn may be unfamiliar to many younger investors: with inflation still high…
Offshore
Photo
Meb Faber
"While the relationship is not perfect, historically value has tended to win in inflationary regimes, and win or lose in disinflationary regimes. " Rob Arnott https://t.co/IrNLzDYoSs
tweet
"While the relationship is not perfect, historically value has tended to win in inflationary regimes, and win or lose in disinflationary regimes. " Rob Arnott https://t.co/IrNLzDYoSs
tweet
Offshore
Photo
Ethan Mollick
Sports lesson from COVID: the home field advantage comes from the home crowd intimidating the referees.
When COVID led to soccer matches in closed arenas, it didn't change player performance but it eliminated "one-third of a yellow card for away teams relative to the home team." https://t.co/0Rbmufg3SU
tweet
Sports lesson from COVID: the home field advantage comes from the home crowd intimidating the referees.
When COVID led to soccer matches in closed arenas, it didn't change player performance but it eliminated "one-third of a yellow card for away teams relative to the home team." https://t.co/0Rbmufg3SU
tweet
Special Situations 🌐 Research Newsletter (Jay)
Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.
Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
tweet
Blank-check firm backed by billionaire Sam Zell will return the cash it raised and close shop after failing to reach a merger deal.
Equity Distribution Acquisition Corp., which is chaired by Zell, plans to stop trading at the close on Sept. 16, 2 years after it went public. $EQD
tweet
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
tweet
Barclays High Yield Spreads: $JNK $HYG https://t.co/eYYlqRAS0r
tweet