Financial Selection and Investor Herding: Lessons from Evolutionary Biology
uttu Biologists have long debated the mysterious role of mate selection in evolution. Investors can learn much from their…
Investment
Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs
Tokenized money market funds (MMFs) are emerging as a next‑generation “cash equivalent,” offering institutions faster settlement, collateral flexibility,…
Are You Investing in a Fad or a Future Market Leader?
“In investing, only some roads lead to Rome – others just take you in circles” Investing in consumer…
Stay the Course, Mitigate the Noise: Navigating Euro Inflation
The anchoring of inflation expectations is a cornerstone of modern macroeconomic theory and a key measure of central…
Book Review: Digital Assets: Pricing, Allocation and Regulation
Digital Assets: Pricing, Allocation and Regulation 2025. Edited by Reena Aggarwal and Paolo Tasca. Cambridge University Press. www.cambridge.org…
Hiding in Plain Sight: Accounting for Capex
In both public and private markets, investors often rely on EBITDA and cash flow metrics to assess profitability…
Should you take your tax break now, or later?
There can be endless decisions to make when investing. Chief among them: Whether to save for retirement through…
AI in Investment Management: 5 Lessons from the Risk Frontier
Artificial intelligence is transforming how investment decisions are made, and it is here to stay. Used wisely, it…
Quarterly Earnings: Signal vs. Noise, Cost vs. Benefit
With the White House downplaying the value of quarterly reporting for companies, investors face a familiar question: does…
When the Fed Cuts: Lessons from Past Cycles for Investors
The Federal Reserve’s rate cuts in 2024 reignited a debate familiar to investors: do easing cycles extend expansions…