Groundhog Day As Studies Call for 100% Equity

Cliff Asness, AQR Capital Management

Recently, a new paper has been making a big splash in our small pond of academic/quant investing. By "new," I just mean "recently written," as much of it ain't new. In this piece, I offer a concise...

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Why Investors Should Prepare For a Market Correction

Stephen McBride, RiskHedge

US stocks are holding steady…

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A Case for the Using the CPI Number As a Time to Buy

Luke Lango, InvestorPlace

Today's inflation-driven selloff is a buying opportunity… especially considering that we're on the cusp of the AI Endgame.

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Why Bitcoin ETF Approval Is a Landmark Moment

Paul Atkins & Perianne Boring, RCM

After years of moving the goalposts, SEC Chairman Gary Gensler last month finally joined the SEC's two non-Democrat commissioners to allow approval of the first U.S. spot bitcoin exchange-traded...

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If Milei Trusts Markets, He Doesn't Need to 'Dollarize'

John Tamny, RealClearMarkets

Javier Milei's stature among free thinkers is presently substantial. His recent speech at the World Economic Forum shows why. How rare for a country's leader to so forcefully make a case for free...

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Debit Card Intervention Hurts Regular Americans

Angelino Viceisza, RealClearMarkets

As a professor of economics, I study how economic policies affect the financial status of households and businesses, especially those who are lower income or in marginalized communities. This is...

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On Valentine's, Don't Buy 'Sugar Shortage' Narrative

Brad Lundy & Neil Rockstad, RCM

While Americans enjoy their candy hearts and chocolate roses, multinational candy companies are spinning wild tales of a 'sugar shortage' to undermine farmers like us. Consumers hearing this tale are...

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