Posts about finance, including my own analysis on micro and macro topics.
Finance
For those who dare, the hunt for uncorrelated returns is eternal. However, returns for traditional asset types tend to be more correlated (and less cool) than we'd like to believe. Hence, I've laid out some crazy asset types you can invest in. That is, if you're brave enough.
Finance
Europe is rearming—fast. With €800 billion on the table, the ReArm Europe Plan is set to reshape the continent’s defense industry. For investors, the real question isn’t whether money will flow, but who will collect the biggest share. Let’s break it down.
Finance
Want to outwit the opposition by understanding the dynamics behind successful M&A? My thesis dives deep into how experience, executive turnover, and performance interact to shape deals.