All of these postings are freely available. Please share them with others. If you have comments or questions, send them via email. (They will not be published.)

Categories


For description of the categories, see the Subscribe page.

All postings
Individual Categories Asset Owner Asset Manager
Due Diligence Investment Advisor
Learning Curve The Research Puzzle
Fortnightly
     
(The categories Charts and Market Stories are currently inactive, but previous postings are available in the archives.)

Fortnightly postings

Investor Identities, Availability Cascades, and Unknown Unknowns 03/13/23 Fortnightly

It didn’t even take two weeks (since the last edition of the Fortnightly) for things to change in a big way. A bit about that, plus a wide-ranging set of reads about other important ideas in the ecosystem.
Managers, Machines, and the Conveyor Belt of Finance 02/27/23 Fortnightly

Included in this issue are readings about machine learning, meeting with asset managers, black swans, private equity, technical analysis, liquidity challenges, ESG, failures of due diligence, and much more.
Causal Factor Investing, Created Value Attribution, and Numbers That Lie 02/13/23 Fortnightly

In each Fortnightly, there’s something that will provide a new perspective that will be of value to you. Which of these many readings does so?
Gaslighting, Chatting with Machines, and the Biggest Change in Forty Years 12/19/22 Fortnightly

In advance of a break from the action, the Fortnightly crew has produced another edition packed full of great investment reads.
The Next Fracture, Structural Impediments, and Losing Track of Things 12/05/22 Fortnightly

Each edition of the Fortnightly is free to all, and full of great reads from around the investment ecosystem.
Responsible Due Diligence and Careful Decision Making (Just Kidding) 11/21/22 Fortnightly

The seismic events at FTX and Twitter, a hungry mouth to feed in the advice industry, the most important skill in finance, and many interesting investment reads. Plus, Stevie Wonder gives some great advice.
The Factor Zoo, an Industry in Flux, and Turning Water into Wine 11/07/22 Fortnightly

This edition includes writings about the circular economy, investing in political influence, a short primer on investment banks, investigating social investing sites, and many other intriguing stories. (And a puzzle from the art world.)
From Treat to Trick: A Tale of Two Octobers 10/24/22 Fortnightly

Private markets, hedge funds, passive investing, small caps, real estate, due diligence! Manager survival, trust, talent versus culture! And Penn Jillette!?!
Drawdowns, Changing Times, and Professionalism 10/10/22 Fortnightly

There’s something for everyone in this latest edition of ??? ?????????? ?????????’? regular look at good reads from around the investment world.
Shock, Communication, and the Velocity of Learning 09/26/22 Fortnightly

From burned-out hedge fund managers to new standards of VC due diligence, crowded stocks, a Renaissance man, and an amazing set of podcasts too. Plus four feature topics and more.
Asset Classes, Strategies, Organizations, and Behavior 09/12/22 Fortnightly

This issue includes sections on liquid venture capital, fixed income, a new data alliance, family offices, portfolio manager attributes, plus a bumper crop of other readings.
Procyclical Risks, Another J Curve, Hedge Funds, and Backlashes 08/29/22 Fortnightly

This is a typical edition of the Fortnightly, full of interesting readings from around the ecosystem for you to connect to your work.
Goldilocks, Value Buyers, and Hitchhiking Investors 08/15/22 Fortnightly

No matter your specialty, you’ll find something of interest in these readings on investment strategies and developments around the industry. Plus, several items on communication are sprinkled throughout.
Timeless Principles, Institutional Mandates, and Private Equity Reporting 08/01/22 Fortnightly

A poll regarding the treatment of private asset performance reporting fronts this issue, which includes a wide range of readings for professionals throughout the investment ecosystem.
The Champion Manager of the Year 07/18/22 Fortnightly

Dive into these readings: Two good pieces on risk management, plus hybrid strategies, short-term trading alpha, hedge fund scale/performance, a dramatic sector rotation chart, accounting shenanigans, the God Bless America ETF, and more.