Making a market in disputes
I’m interested voluntary disclosure, the information that company management choose to reveal to shape a narrative, not the numbers that they are obliged to report... Read More
Greek (names) bearing gifts
Like most people, before last weekend, I’d never heard of Bill Hwang or Archegos. The name of his hedge fund that is now making headlines... Read More
Quant Winter
According to this recent article in FT just 15% of quant funds beat the US stockmarket index last year. Cliff Asness, head of AQR, which... Read More