In Part 4 of the Three-Body Alpha series, we explore how narrative may shape the tendencies of certain trend-following strategies - and how investors …
Part 3 of the Three-Body Alpha series, written for anyone puzzled by value's underperformance over the past NINE YEARS. Systematic value still works i…
Part 2 of the multi-part Three-Body Alpha series, introduced in Rusty's recent Investing with Icarus note. The Series seeks to explore how the increas…