These days, chaps are busy thinking about Xmas gifts…and I am thinking about bonds. This post is highly unstructured, as it is a sort of stream of consciousness. I have collected many thoughts about bonds this year from reading papers, looking at portfolios and listening to podcasts. Bonds can provide Read more
Thanks to Bankeronwheels, last week I read this post from Early Retirement Now on trading options. A quick self-reflection digression. I know the existence of ERN because Mr.Rip once told me about it. I had a peek at the blog and immediately my brain rejected it because of “bad layout Read more
Recently I read this article by Larry Swedroe on how after 2008 became really hard to invest in an hedge fund that will provide a meaningful overperformance (if any at all). HF were providing real alpha before that date and there is plenty of research (and movies and books…) to Read more