Category: Active investing
December 2022 – Trades, Tips and Funds
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
Stock Screeners December 2022
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Accelerated Dual Momentum
Today’s post looks at some tweaks to Gary Antonacci’s Dual Momentum strategy, from the guys at Engineered Portfolios.
Transitory Inflation – Research Affiliates
Today’s post looks at a recent paper from Research Associates which examines whether inflation is likely to be transitory from here.
Stock Screeners November 2022
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
November 2022 – Trades, Tips and Funds
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
Tail Risk Strategies – State Street
Today’s post looks at an old paper from State Street Global Advisors on Tail Risk Strategies.
Fundamentals Matter
Today’s post looks at a recent note from O’Shaugnessy Asset Management which explains why fundamentals matter.
Liquidity Cascades
Today’s post looks at a paper from NewFound Research entitled Liquidity Cascades.
Stock Screeners October 2022
Today’s post is the regular monthly update on the outputs produced by our stock screeners.




