Research links: American exceptionalism
Tadas Viskanta
Abnormal Returns
6 hours ago
1 MIN READ
Podcasts
- Joe Weisenthal and Tracy Alloway talk with Jonathan Heathcoate, co-author of the paper “A Macroeconomic Perspective on Stock Market Valuation Ratios.” (podcasts.apple.com)
- Pierre Daillie and Mike Philbrick talk portfolio buildling with Meb Faber, co-founder and CIO of Cambria Investment Management. (advisoranalyst.com)
- Ben Felix and Dan Bortolotti take a deep dive into one of the most influential papers in financial economics: Fama and French (1993). (rationalreminder.libsyn.com)
Economics
- If Congress has inside info, it doesn’t show up in superior returns. (nber.org)
- Covid was a disaster for happiness. (papers.ssrn.com)
- Who uses stablecoins? (kansascityfed.org)
Research
- Do investors overvalue goodwill on the balance sheet? (morningstar.com)
- Momentum is not just one thing. (alphaarchitect.com)
- Why actively managed equity funds are up against it. (morningstar.com)
- How regulatory limits on position size can affect returns. (papers.ssrn.com)
- How to benchmark private credit. (papers.ssrn.com)
- A round-up of recent academic papers including ‘When Words Move Money: Diplomatic Sentiment and International Capital Flows.’ (alphainacademia.substack.com)
- A half century of sovereign bond blowups. (giftarticle.ft.com)
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