Capitalism: A Rejoinder

Restaurants are being destroyed. Money managers should be scared.

In this time of the coronavirus, beware of the parallels between smaller managers and independently owned asset managers.

The Hedge Fund That Wasn’t

Bruce Shi of Thrones Capital claims in Forbes to be one of the most successful managers in the w. An investigation by Angelo Calvello suggests he’s something else.

The overplayed, turbohyped, and underwhelming world of artificial intelligence in investing.

Every manager claims they’re “doing” AI, but here’s what investors can ask to find the truth.

Capitalism: A Rejoinder

In late May 2019, my fellow columnist and friend, Christopher Schelling, penned an essay on free-market failures — namely, that America has too little capitalism. This is my response.

The insane story of how an early quant investor went rogue.

Intentional HIV infection. Acid attacks. Attempted murder. Nothing was apparently beyond the pale for one of the fathers of computer-based investing.