Playing Long Games, The Value Trap Fallacy, Sources of Alpha, & are we In the Midst of a Bull Market?
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Playing Long Games, The Value Trap Fallacy, Sources of Alpha, & are we In the Midst of a Bull Market?
Market Talk, Edition 68, February 5th 2023
Once every second Sunday I will curate the most interesting things I have consumed during the previous two weeks. These will be bucketed into 5x must-reads (works I wish to highlight and comment on) and honourable mentions.
5x Must Reads
In every edition of Market Talk, I share a number of readings that I have consumed over the past two weeks. Here are 5 that I found particularly enjoyable or insightful. Note, that these articles are not listed in order of perceived value.
To access the suggested article, click the purple link after the source subheading.