2021 - Awesome Goat

2021

Dec 13, 2021 Investing in Banks Dec 13, 2021
Dec 6, 2021 Credit-Driven Asset Price Inflation Dec 6, 2021
Nov 29, 2021 Thank You Nov 29, 2021
Nov 15, 2021 Flipping the Script on FX Nov 15, 2021
Nov 15, 2021 Understanding Systematic FX Strategies Nov 15, 2021
Nov 8, 2021 Whatever Happened to FX? Nov 8, 2021
Nov 1, 2021 The Great Equalizer Part II: Evidence from Europe Nov 1, 2021
Oct 25, 2021 Two Sides of the Coin Oct 25, 2021
Oct 18, 2021 Understanding the Spike in Oil Prices Oct 18, 2021
Oct 12, 2021 Diversification, Correlation, and the Business Cycle Oct 12, 2021
Oct 4, 2021 How Does Quality Work? Oct 4, 2021
Sep 27, 2021 The Efficacy & Cost of Hedging with Options Sep 27, 2021
Sep 20, 2021 A Macro View of Factors Sep 20, 2021
Sep 13, 2021 Verdad's Intern Curriculum Sep 13, 2021
Sep 7, 2021 The Butterfly Effect Sep 7, 2021
Aug 30, 2021 A Whale of a Tail: The Bank of Japan's ETF Hoard Aug 30, 2021
Aug 23, 2021 A Whale of a Tail: The Bank of Japan's ETF Hoard Aug 23, 2021
Aug 16, 2021 Verdad News Aug 16, 2021
Aug 9, 2021 Are Financial Crises Predictable? Aug 9, 2021
Aug 2, 2021 What’s the point of hedge funds? Aug 2, 2021
Jul 26, 2021 Equity Investing in Inflationary Environments Jul 26, 2021
Jul 19, 2021 Trend Following Jul 19, 2021
Jul 12, 2021 Cash and Equivalents Jul 12, 2021
Jun 28, 2021 On Low Treasury Yields Jun 28, 2021
Jun 21, 2021 Doctor Copper Jun 21, 2021
Jun 14, 2021 The Golden Constant Jun 14, 2021
Jun 7, 2021 On Oil Jun 7, 2021
Jun 1, 2021 Factor Investing in Commodities Jun 1, 2021
May 24, 2021 The Rise and Fall of Commodity Indices May 24, 2021
May 17, 2021 The Best Macro Indicator May 17, 2021
May 10, 2021 Weighting on China May 10, 2021
May 3, 2021 The Next Decade in European Value May 3, 2021
Apr 26, 2021 Do Treasurys Still Work? Apr 26, 2021
Apr 19, 2021 Testing a Countercyclical Approach to Asset Allocation Apr 19, 2021
Apr 12, 2021 Designing a Countercyclical Strategy Apr 12, 2021
Apr 5, 2021 Death to the Lost Decade Apr 5, 2021
Mar 29, 2021 Countercyclical Asset Allocation Mar 29, 2021
Mar 22, 2021 Inflation, Overvaluation and the Future of Diversification Mar 22, 2021
Mar 15, 2021 The Economic Recovery in Japan Mar 15, 2021
Mar 8, 2021 On Inflation Mar 8, 2021
Mar 1, 2021 A Strategy for Emerging Market Crises Mar 1, 2021
Feb 22, 2021 Emerging Market Crises Feb 22, 2021
Feb 15, 2021 Emerging Markets: Slow Growth, High Volatility Feb 15, 2021
Feb 8, 2021 Emerging Markets Crisis Investing Feb 8, 2021
Jan 25, 2021 The Grocery Store Puzzle Jan 25, 2021
Jan 19, 2021 Investing in a Bubble Jan 19, 2021
Jan 11, 2021 The Irony of Growth Jan 11, 2021
Jan 4, 2021 Waves in Ship Prices & Investment Jan 4, 2021