Here, we discuss macro economics and international politics.
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The assault on freedom of speech (and basic human liberty and dignity) continues in Brazil
The assault on freedom of speech (and basic human liberty and dignity) continues in Brazil. Shortly after X (Twitter) was evicted from Brazil, their guvm't put Deolane Bezerra in jail as a "preventative measure".
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Stock Index Castoffs Have Delivered Enduring And Outsized Returns, Quant Researchers Find
When stocks are ejected from market-cap-weighted indexes, swooping in to load up on them -- and hold on to them -- can pay off nicely, according to a new paper from Newport Beach, California-based Research Affiliates LLC.
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It was the best week of 2024 in the financial markets
...which makes no sense of course, but at least it explains why I've had such a terrible performance this week - because I'm positioning for the worst, and I'm only-short in my portfolio.