Essays

Modernity

Breaking Smart

Quant Finance

Philosophical Economics: Predicting equity returns from supply/demand not valuation

OSAM Deconstructs Factors From Scratch

Economics

Howard Marks on fairness of tax policy

Li Lu on China-US Relations

The Curse Of The Reserve Currency

Decision Making

Mauboussin on making better comparisons

Graham Duncan’s “What’s Going On Here, With This Human?”

Productivity

The Why And How Of Taking “Discoverable” Notes