Corporate Bond Investing 101: The Market, Credit Spreads, and Default Risk
Book: Systematic Fixed Income: An Investor’s Guide Author: Scott A. Richardson, Ph.D. ISBN: 9781119900139 Publisher: John Wiley & Sons, 2022
Latest published articles
Hedge Fund History: From Alfred Jones to George Soros (Part 1)
Chapter 1 of Travers’s book opens with a quote from Mark Twain: “History doesn’t repeat itself, but it does rhyme.” And then Travers immediately proves it by describing a 1970 article from Fortune magazine that sounds like it was written yesterday. Hedge funds losing money, managers getting overconfident, regulators circling. That article is from 1970. Let that sink in.
How to Trade EMFX: Carry, Volatility, and What Actually Works
Chapter 4 is where this book gets really practical. The authors stop talking about what drives EM and start talking about how to trade it. And they begin with the most famous strategy in FX: the carry trade.
Managing Magellan: How Peter Lynch Started the Greatest Fund Run
Book: Beating the Street by Peter Lynch with John Rothchild | ISBN: 978-0-671-75915-5
Peter Lynch didn’t start Magellan. He inherited it. And what he inherited in 1977 was kind of a mess.
Market Structures: Quote-Driven vs Order-Driven Markets (Chapter 5)
Not all markets work the same way. The rules, the systems, and the structure of a market determine who can trade, what information they can see, and who actually makes money. Chapter 5 of “Trading and Exchanges” lays out a framework for understanding market structures. And once you understand this framework, you can look at any market in the world and quickly figure out how it works.
The Arenas of Trading: Market Structures (Chapter 5)
The Arena: Where the Orders Fight
In Chapter 5, Larry Harris explains that the market structure—the rules and the tech—is just as important as the orders themselves. It determines who has the power and who gets the profit.
The Hedge Fund Book by Richard C. Wilson - A Book Retelling Series
I just finished reading “The Hedge Fund Book: A Training Manual for Professionals and Capital-Raising Executives” by Richard C. Wilson. And I wanted to share what I learned from it in a way that actually makes sense to normal people.
The Sociocultural Model: Culture as an Operating System
This is post 7 of 23 in a series on Systems Thinking: Managing Chaos and Complexity by Jamshid Gharajedaghi (ISBN: 978-0-7506-7973-2).
The Swiss Detox Diet Explained: A 3-Week Reset That Actually Works
Alright, we’ve spent several chapters building up the theory behind Dr. Rau’s approach. The gut bacteria, the acid-alkaline balance, the protein thing. Now we’re finally at the part where he tells you exactly what to do about it. Chapter 6 introduces the Swiss Detox Diet, and it’s surprisingly specific.
Atlas Shrugged Part I, Chapter 6: The Non-Commercial - A Party Full of Parasites
Book: Atlas Shrugged by Ayn Rand (35th Anniversary Edition, ISBN: 9781101137192)
If the last chapter was about falling in love with Francisco d’Anconia, this one is about watching Hank Rearden suffer through a party full of people who hate everything he stands for. And it is painful. In a good way.