Research links: your web presence
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Tune Out the Noise
- You can now watch the Errol Morris documentary ‘Tune Out the Noise.’ (youtube.com)
- Why DFA helped make the movie. (institutionalinvestor.com)
Quant stuff
- Almost all quants owe a debt to the late Barr Rosenberg. (on.ft.com)
- Some recent academic research including ‘Wikipedia Page Views and Stock Performance.’ (alphainacademia.substack.com)
- The case against chartists. (larryswedroe.substack.com)
Risk
- How markets respond to changing geopolitical risks. (klementoninvesting.substack.com)
- Markets don’t like the risk of war. (klementoninvesting.substack.com)
Economy
- What people would be willing to pay to skip out on business cycles. (papers.ssrn.com)
- How institutional ownership helps home renters, but harms buyers. (marginalrevolution.com)
- How political views skew opinions of the Fed. (papers.ssrn.com)
- Why credit card banking is so profitable. (papers.ssrn.com)
Research
- If you can identify what economic regime we are in, you can better forecast factor returns. (papers.ssrn.com)
- Transaction costs can eliminate profits on any sort of short term anomaly. (advisorperspectives.com)
- How value investing research dovetails with what some of the best investors do/did. (papers.ssrn.com)
- You can’t just buy the fastest growing companies. (morningstar.com)
- An argument for ESG funds – lower fees. (klementoninvesting.substack.com)
- Good companies have great websites. (on.ft.com)
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