Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks
Asset owners have dramatically increased their allocations to private markets over the…
Most comprehensive picture yet of how organs age at different rates
Someone’s kidneys could be a decade older, biologically, than their brainChristian Kitzmuller/Alamy…
The Alpha Capture Ratio: Rising Interest Rates Mean Pricier Alpha
The rapid ascent of the federal funds rate from near 0% in…
Is the Copper–Gold Ratio a Dependable Leading Indicator on Rates?
The Copper–Gold Ratio and Dollar Effects Institutional asset managers use the copper–gold…
Economic Value of Equity (EVE): Protection from Rising Interest Rates
Faced with rampant inflation, central banks worldwide are raising interest rates. In…
