Archives

In addition to the headline items, dig into readings about shadow banks, direct indexing, the research settlement twenty years on, regulatory arbitrage, ESG debates, “BuyIRR Beware,” and more.

This edition of the Fortnightly features a few items about private equity, context on Silicon Valley Bank, and a peek in a black book about the new investment regime. Plus a wide range of other readings of interest.

This edition explores risk-mitigating strategies, group effectiveness, investor psychology, the culture of busyness, and GPT coming to the investment world. But that’s just a slice of what’s here.

The latest biweekly collection of curated articles runs the gamut from anomalies to Z-Scores (with M-Scores somewhere in the middle). Asset classes, organizations, people, and flux.

It didn’t even take two weeks (since the last edition of the Fortnightly) for things to change in a big way. A bit about that, plus a wide-ranging set of reads about other important ideas in the ecosystem.

Included in this issue are readings about machine learning, meeting with asset managers, black swans, private equity, technical analysis, liquidity challenges, ESG, failures of due diligence, and much more.

In each Fortnightly, there’s something that will provide a new perspective that will be of value to you. Which of these many readings does so?

In advance of a break from the action, the Fortnightly crew has produced another edition packed full of great investment reads.

Each edition of the Fortnightly is free to all, and full of great reads from around the investment ecosystem.

The seismic events at FTX and Twitter, a hungry mouth to feed in the advice industry, the most important skill in finance, and many interesting investment reads. Plus, Stevie Wonder gives some great advice.

This edition includes writings about the circular economy, investing in political influence, a short primer on investment banks, investigating social investing sites, and many other intriguing stories. (And a puzzle from the art world.)

Private markets, hedge funds, passive investing, small caps, real estate, due diligence! Manager survival, trust, talent versus culture! And Penn Jillette!?!

There’s something for everyone in this latest edition of 𝘛𝘩𝘦 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘌𝘤𝘰𝘴𝘺𝘴𝘵𝘦𝘮’𝘴 regular look at good reads from around the investment world.

From burned-out hedge fund managers to new standards of VC due diligence, crowded stocks, a Renaissance man, and an amazing set of podcasts too. Plus four feature topics and more.

This issue includes sections on liquid venture capital, fixed income, a new data alliance, family offices, portfolio manager attributes, plus a bumper crop of other readings.