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Research links: informed tradingbanknotebinocularsbookbookmarkchartchevron-leftchevron-rightcloseemailflasklinknavnewspaperpodcastpostrocketshieldtablettwitter
Quant stuffA round-up of recent white papers including 'AI Beneficiaries: Investing in Second-Order Effects.' (bpsandpieces.com)Jane Street has centralized its operations on an obscure programming language. (economist.com)Private equityA look at the fundamentals of private equity-owned firms. (mailchi.mp)Why manager selection matters so much for alternatives. (larryswedroe.substack.com)When PE managers cut company valuations, look out for more d…
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