The Paper Trail – April 2021
Welcome to the latest edition of The Paper Trail, a monthly compilation of the most interesting, thought-provoking and informative investment research I can find.
29 Apr 2021
Liquid Alts Revival?
This past weekend’s issue of Barron’s contained a lengthy spread on liquid alternative investments that I was happy to contribute a few quotes to. The piece noted the recent revival…
07 Apr 2021
The Paper Trail – March 2021
30 Mar 2021
Ridiculous Returns and Repeat Performances
It’s pretty rare for an NBA player to put up 50 points in one game. Even rarer is to do so in back-to-back games. In fact, only 12 players in…
24 Mar 2021
The Paper Trail – February 2021
23 Feb 2021
Have the GameStop Gains Stopped?
Last week was about as insane as it gets in the stock market. Overall index performance was down, sure, but that’s not what was monopolizing the discussion. All of our…
01 Feb 2021
The Paper Trail – January 2021
Happy New Year readers! (Is it too late to still be saying that?)
26 Jan 2021
The Paper Trail – December 2020
Welcome to the December edition of The Paper Trail, a monthly compilation of the most interesting, thought-provoking and informative investment research I can find.
29 Dec 2020
Rudolph the Robinhood Trader
He bought DoorDash and Snowflake and SalesForce and EtsyCloudFlare and Pinterest and Zillow and TeslaNow do you recallThe most famous trader of all?Rudolph the Robinhood TraderShowed off to his Twitter…
09 Dec 2020
November to Remember
November 2020 was a month for the record books. In the span of 30 days, we saw: A new President and Vice President-elect in the United States. Incredibly promising results…
01 Dec 2020
The Paper Trail – November 2020
Welcome to the latest installment of The Paper Trail, a monthly curation of the most interesting, thought-provoking, and informative investment research I can find. Housekeeping items: Each piece will be…
24 Nov 2020
The Paper Trail – October 2020
29 Oct 2020
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