Verdad Weekly Research

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08/03/2020 - Discounting, Death, and the Demand for Growth Stocks
07/27/2020 - Stranger Things
07/20/2020 - The Bubble 500
07/13/2020 - How are Companies Handling the COVID Crisis?
07/06/2020 - Will Deficit Spending Lead to Inflation?
06/29/2020 - Asset Allocation Beyond the Zero Bound
06/22/2020 - Where There is Room to Run
06/15/2020 - No, It's Not a Good Idea
06/08/2020 - Where the Risks Aren't
06/01/2020 - Tail Risk Hedging
05/26/2020 - Two Centuries of Innovation and Growth
05/18/2020 - When and How to Take Risk in Bonds
05/11/2020 - Trend Following in Growth and Value
05/04/2020 - An Apology for Small-Cap Value
04/27/2020 - When Buffet was a Quant
04/20/2020 - Lend Early and Freely
04/13/2020 - Yesterday's Profits
04/06/2020 - What's Priced In?
03/30/2020 - The Distress Anomaly
03/23/2020 - What to Buy First