Half and half – playing market cycles

by Mike Rawson · Published · Updated
by Mike Rawson · Published February 8, 2023
by Mike Rawson · Published December 29, 2021
by Mike Rawson · Published March 16, 2015 · Last modified April 30, 2018
More
It is better for the reputation to fail conventionally than to succeed unconventionally.
2 Responses
[…] Half and half – playing market cycles – 7 Circles. Today we’re going to look at a paper from Crestmont Research called Half and half. Crestmont Research Crestmont Research is a financial research and market education firm which also manages a fund of hedge funds. It focuses on niche mid-sized, long-biased equity funds mostly in Texas. The company was founded by Ed Easterling, who is the author of two books: Probable Outcomes: Secular Stock Market InsightsUnexpected Returns: Understanding Secular Stock Market Cycles Ed is a professor at Cox School of Business at Southern Methodist University, where he developed and presented the course on Hedge Fund Investment Management. […]
[…] Hacks for Business. Half and half – playing market cycles – 7 Circles. Today we’re going to look at a paper from Crestmont Research called Half and half. Crestmont […]