The high price of certainty
I am currently doing some consulting projects for AxiaFunder , which is a litigation finance platform that connects High Net Worth Individuals and sophisticated investors... Read More
Ergodicity
I first came across the word ergodicity in a book about information theory, which I was reading because I was interested in the (unicycle riding,... Read More
A banking paradox
I try to avoid writing blog posts on banks. I spent over a decade publishing research on banks – see here, and got well paid... Read More
Heroes and Xeros
I’ve been thinking about “story stocks”. In case you don’t know “story stock” is normally a term of abuse among value investors. It means companies... Read More