WORK IN PROGRESS
Part 2: Competition and Monetary Policy
Part 3: Do we even know how much Beta is the Alpha?
If you were to look at the polling this week, there seemed to be rough consensus that #remain would eek…
An economy can be thought of as a relationship between two kinds of markets: a market for stuff, and a market for capital.
I don’t think people understand diversification well.
The core concept is simple, understand the risks you face, and don’t put all your puppies…