The Best Investment Writing: Volume 6 [2021]
  • Introduction
  • Emerging Markets Crisis Investing
  • The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium
  • Who Will Prove Most Vulnerable to the Pullback in Liquidity?
  • Everything Is a DCF Model
  • The Great Inflation, Factors, and Stock Returns
  • Lessons from Bessembinder
  • Stocks in the long run… are still risky
  • Trend-Following in Inflationary Environments
  • Put Down
  • Dispelling Myths in The Value vs. Growth Debate
  • Return Stacking: Strategies for Overcoming a Low Return Environment
  • “Room To Run” with US Small-Cap Value Stocks?
  • The Cross-Section of Stock Returns before 1926 (and beyond)
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Emerging Markets Crisis Investing

PreviousIntroductionNextThe Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium

Last updated 2 years ago

Author: is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity.

Date Published: February, 2021

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Dan Rasmussen
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