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Just one word: Dividends
A Dialog with Daniel Peris, author of "The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market"
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Hunter
 and 
Daniel Peris
The REIT Pain Trade
Shorting REITs perceived as vulnerable to higher rates has been a popular trade this year but not a successful one.
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Hunter
The Zero-Coupon Convertible
Everything is a bond, actually everything is an option, actually everything is equity.
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Hunter
October 2023
Betting on Disaster
A Perfect Storm for the Catastrophe Bond Market, Michael Lewis' "In Nature's Casino", Florida's Quagmire
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Hunter
The Damocles Sword of Asset Allocation
Enjoying the feast of rising rates and equity multiples
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Hunter
Unknown and Unknowable
Richard Zeckhauser's 'Unknown and Unknowable' and a Theory of AI's Investing Application
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Hunter
3
August 2023
Harvard's Water
The Challenge of Long-Term Institutional Investing
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Hunter
4
July 2023
The Distribution Layer
The Market Structure & Evolution of Alternative Investments
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Hunter
June 2023
Effective Investment Committees
A research project on designing and managing investment teams that improve outcomes and build institutional knowledge.
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Hunter
2
L.E. Guest Post | The Great Taiwan Bubble
Fear, FOMO & Greed in an Emerging Market
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Hunter
 and 
Andy, The Magic Bakery
Interdependent Nation
Prescient warnings in Felix Rohatyn's "America's Economic Dependence" for Foreign Affairs (1989)
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Hunter
May 2023
L.E. Memo | The End of Thrift
Private markets and the de-democratization of equity
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Hunter
© 2023 Hunter
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