alpha generation
The Carbonara Principle: A Recipe for Alpha in the Modern Economy
Discover the “Carbonara Principle”—a powerful financial strategy inspired by a classic recipe, revealing how to find alpha in the modern economy.
Beyond the Ticker: Why Hedge Funds Are Trading Oil Tankers, Not Just Tickers
Hedge funds are moving beyond financial markets, investing billions to trade physical commodities like oil and metals in a search for new, tangible returns.
Beyond the Ticker: Why Hedge Funds Are Getting Their Hands Dirty in Physical Commodities
Hedge funds are moving beyond financial markets to trade physical commodities like oil and metal, seeking new returns in a volatile global economy.
The Bouzouki Portfolio: What a Niche Music Shop Teaches Us About Modern Investing
A London music shop offers a powerful metaphor for modern finance, revealing how niche markets, experience, and human curation can drive superior returns.