June 11, 2021
The Liquidity Cycle and the Value of Scarcity
The influence of market liquidity (May-21)
March 31, 2021
If
Investing with reasonable and rational expectations (Mar-21)
February 24, 2021
Nobody goes there anymore, it’s too crowded
Understanding company fundamentals is key (Jan-21)
October 31, 2020
The persistence of behavioural alpha
Observation in behavioural alpha trends, according to Longwave (Oct-20)
July 31, 2020
Speculative bubble hiding in plain sight
History shows hundreds of failures never lived up to their early stage market cap. (Jul-20)
October 20, 2019
Stock selection: Average is scarce
Just how scarce average is in the stock selection process is often lost on investors. (Oct-19)