The Paper Trail – August 2020
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.
- Each piece will be introduced with the primary question the authors aim to explore and/or answer.
- I’ll also include a memorable quote and visual from each one.
- Lastly, they are bucketed into two categories, sorted by estimated reading time – “bps” for the shorter ones and “pieces” for the longer ones.
“pieces” (reading time > 10 minutes)
How does the financialization of gold ownership impact its prospective returns?
What have been the driving factors behind the long-term trend of companies shifting away from public markets in the U.S.?
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