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Investment Principles.pdf
drive.google.com
BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
Programming as Theory Building
Peter Naur's "Programming as Theory Building" discusses programming as a knowledge-building activity, emphasizing the importance of tacit knowledge, collaboration, and effective documentation in developing and maintaining software systems.
ratfactor.comImposing negative interest rates is strip-mining the capital stock.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Hyman Philip Minsky (b. 23 September 1919, d. 24 October 1996) was best known for his Financial Instability Hypothesis of the business cycle, which emphasized the dynamics of business investment finance as a recurring cause of macroeconomic instability (Minsky 1972, 1980). During a boom, the expansion of debt-financed investment spending causes ini
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