AI
- AI referees can distinguish between AI slop and actual research papers. (papers.ssrn.com)
- HFT requires a lot of compute. Dwarkesh goes backstage at a Jane Street data center. (youtube.com)
Research
- The index rebalancing trade isn't what it used to be (economist.com)
- A closer look at a 'lazy man's momentum strategy.' (klementoninvesting.substack.com)
- Research shows Morningstar's 'Mind the Gap' study overstates investor losses. (rpc.cfainstitute.org)
- Does the use of leverage in private equity earn a return premium? (pm-research.com)
- Why company news seems to move in the same direction. (klementoninvesting.substack.com)
- What factors go into making a star sell-side analyst? (papers.ssrn.com)
- Five insights from "What Are the Odds?: A Statistical Guide to Certainty in an Uncertain World" by Mark Prell. (nextbigideaclub.com)