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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"
Nov 19
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Hunter
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Daniel Peris
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Just one word: Dividends
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The REIT Pain Trade
Shorting REITs perceived as vulnerable to higher rates has been a popular trade this year but not a successful one.
Nov 10
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Hunter
10
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The REIT Pain Trade
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The Zero-Coupon Convertible
Everything is a bond, actually everything is an option, actually everything is equity.
Nov 7
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Hunter
13
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The Zero-Coupon Convertible
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October 2023
Betting on Disaster
A Perfect Storm for the Catastrophe Bond Market, Michael Lewis' "In Nature's Casino", Florida's Quagmire
Oct 29
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Hunter
19
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Betting on Disaster
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The Damocles Sword of Asset Allocation
Enjoying the feast of rising rates and equity multiples
Oct 11
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Hunter
12
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The Damocles Sword of Asset Allocation
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Unknown and Unknowable
Richard Zeckhauser's 'Unknown and Unknowable' and a Theory of AI's Investing Application
Oct 8
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Hunter
16
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Unknown and Unknowable
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August 2023
Harvard's Water
The Challenge of Long-Term Institutional Investing
Aug 6
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Hunter
30
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Harvard's Water
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July 2023
The Distribution Layer
The Market Structure & Evolution of Alternative Investments
Jul 6
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Hunter
12
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The Distribution Layer
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June 2023
Effective Investment Committees
A research project on designing and managing investment teams that improve outcomes and build institutional knowledge.
Jun 21
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Hunter
14
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Effective Investment Committees
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L.E. Guest Post | The Great Taiwan Bubble
Fear, FOMO & Greed in an Emerging Market
Jun 11
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Hunter
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Andy, The Magic Bakery
6
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L.E. Guest Post | The Great Taiwan Bubble
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Interdependent Nation
Prescient warnings in Felix Rohatyn's "America's Economic Dependence" for Foreign Affairs (1989)
Jun 4
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Hunter
15
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Interdependent Nation
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May 2023
L.E. Memo | The End of Thrift
Private markets and the de-democratization of equity
May 7
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Hunter
20
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L.E. Memo | The End of Thrift
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