https://verdadcap.com/welcome1 daily 0.75 2019-12-03 https://verdadcap.com/archive daily 0.75 2025-11-07 https://verdadcap.com/archive/the-challenge-of-diversification monthly 0.5 2025-10-20 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/72bc78d3-5d53-4c36-a127-812f4553a35a/Exhibit+1.png Archive - The Challenge of Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f0f078e5-cca2-41af-92f1-3e77e1577d6e/Exhibit+2.png Archive - The Challenge of Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4a3d1bcc-ff6e-4852-bcca-67b697f848a7/Exhibit+3.png Archive - The Challenge of Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/total-concentration monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/31d63f82-17a2-4aa5-8b27-920d10673291/Exhibit+1.png Archive - Total Concentration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/50b3c6e0-45e3-4bb0-a86d-a9ca1d4f4c22/Exhibit+2.png Archive - Total Concentration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/70ae9b8a-d282-46c6-a469-1a0740e0ac4f/Exhibit+3.png Archive - Total Concentration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/abe5ae85-641b-4d31-aedf-19513af0b22d/exhibit+4.png Archive - Total Concentration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/dd4f81fd-111e-402f-8b58-88dd5f0512a7/exhibit+5.png Archive - Total Concentration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1538c99d-2a08-4367-840f-60132d02d7fe/exhibit+6.png Archive - Total Concentration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-illiquidity-premium monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/81e8d25a-035b-4305-b4dd-01980caf26c5/exhibit+1.png Archive - The Illiquidity Premium - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f86dad3f-02c5-4149-9ed4-5022b6d58432/exhibit+2.png Archive - The Illiquidity Premium - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/when-private-funds-are-publicly-traded monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/59c64f88-d1e1-42b6-b361-566f87784df1/exhibit+1.png Archive - When Private Funds Are Publicly Traded - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/95d3d5dd-a8b8-4edd-9f4a-6a428bb5a13c/exhibit+2.png Archive - When Private Funds Are Publicly Traded - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-institutional-cost-mirage monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/bf12c3a3-f759-408b-8610-b7cfe41f5476/exhibit+1.png Archive - The Institutional Cost Mirage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ef52dab0-1328-42c9-bb54-833fd47c5dc9/exhibit+2.png Archive - The Institutional Cost Mirage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ea04db98-c846-4613-b994-3afb0336dd9f/exhibit+3.png Archive - The Institutional Cost Mirage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/2024-private-equity-fundamentals monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e05421b1-fe73-4b37-9bca-84a8438f4e98/exhibit+1.png Archive - 2024 Private Equity Fundamentals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/ba8ghbjfrk2a66k94ydfty5lk9grdy monthly 0.5 2025-03-03 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d724a0dd-c11a-459b-8a70-b36cb5fef81c/Figure+1.png Archive - 株主価値最大化の鍵はバランスシートの適正化にあり - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/01f67c3c-9252-49c2-828a-d32b51eb9597/Figure+2.png Archive - 株主価値最大化の鍵はバランスシートの適正化にあり - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2ec88d1b-3f9b-4ca1-8ba3-db0111d40324/Figure+3.png Archive - 株主価値最大化の鍵はバランスシートの適正化にあり - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/unlocking-shareholder-value-in-japanese-balance-sheets monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/5c8d0def-134a-44e3-adb0-5edc4df25544/Exhibit+1.png Archive - Unlocking Shareholder Value in Japanese Balance Sheets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/97adcd1b-1dfd-4d2f-aaaf-aded3011cead/Exhibit+2.png Archive - Unlocking Shareholder Value in Japanese Balance Sheets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/27d4fdd2-76ad-4eed-8cff-a9f4e47d129b/Exhibit+3.png Archive - Unlocking Shareholder Value in Japanese Balance Sheets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/skewness-and-kurtosis monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/84ed403a-c1b1-41eb-acf5-936173e9ebab/Exhibt+1.png Archive - Skewness and Kurtosis - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/050e78ac-4981-4189-8742-8bacd239927f/Exhibit+2.png Archive - Skewness and Kurtosis - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/37f6cc5a-492b-43c7-9500-fb1496bfb39f/Exhibit+3.png Archive - Skewness and Kurtosis - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/on-foreign-exchange monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c5d9c675-b9ac-45a4-ba4d-1e73ff7c5a95/Exhibit+1.png Archive - On Foreign Exchange - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/ai-and-the-mag-7 monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a8341888-fb36-4139-82d6-7bc3698f3f48/Exhibit+1.png Archive - AI and the Mag 7 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/eb6f24a5-acb4-40d6-ad17-3842d310728a/Exhibit+2.png Archive - AI and the Mag 7 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ef615852-d22c-419d-828f-d342a663c457/Exhibit+3.png Archive - AI and the Mag 7 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-humble-investor-publication-day monthly 0.5 2025-03-04 https://verdadcap.com/archive/us-exceptionalism-and-changes-abroad monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ad444eaa-67b6-4498-81f5-3edaa9c11945/Exhibit+1.png Archive - US Exceptionalism and Changes Abroad - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/654c373b-3ff6-467a-9595-0cd15cab7478/Exhibit+2.png Archive - US Exceptionalism and Changes Abroad - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b02e5ac3-b753-4c39-8c22-cb396a6bf717/Exhibit+3.png Archive - US Exceptionalism and Changes Abroad - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/326df976-dd21-4e3f-9139-61b982d8d9fc/Exhibit+4.png Archive - US Exceptionalism and Changes Abroad - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/explaining-international-valuations monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a3f7ace6-7fc9-45f3-8e3d-390eed5e1faf/Exhibit+1.png Archive - Explaining International Valuations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/08c2861d-f3fd-428a-94e3-709d92c43169/Exhibit+2.png Archive - Explaining International Valuations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-accuracy-and-importance-of-growth-guidance-part-ii monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2f77153f-6262-4b1c-9a56-3284910fa14f/Exhibit+1.png Archive - The Accuracy and Importance of Growth Guidance (Part II) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ecb8d2ac-7ce1-4f77-8ca6-3c1f9eb83478/Exhibit+2.png Archive - The Accuracy and Importance of Growth Guidance (Part II) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/63999487-b656-4897-a825-d3fdf43eb3be/Exhibit+3.png Archive - The Accuracy and Importance of Growth Guidance (Part II) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/2024-in-factors monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f243f3c0-5089-46cf-8244-06ad908f1ada/Exhibit+1.png Archive - 2024 in Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1070a320-a65f-46a8-874f-dc114d37acf7/Exhibit+2.png Archive - 2024 in Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/49d6e40d-116d-4e54-8906-6187e3d07457/Exhibit+3.png Archive - 2024 in Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/eba22bb7-9e49-4123-8c5f-acdea24eb7ef/Exhibit+4.png Archive - 2024 in Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/da93ea78-7e06-419e-b4c1-b422a5ba76e5/Exhibit+5.png Archive - 2024 in Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-accuracy-and-importance-of-growth-guidance monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/90b113c9-e2b9-41bf-b5e0-4c6c4c79dcc2/Exhibit+1.png Archive - The Accuracy and Importance of Growth Guidance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/10a355f9-9ad2-4e14-8169-55298ce060a3/Exhibit+2.png Archive - The Accuracy and Importance of Growth Guidance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0de1749a-0ca7-4f85-ae98-329d98ab3f6e/Exhibit+3.png Archive - The Accuracy and Importance of Growth Guidance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ad42c828-69d6-4ebf-ac06-2aa498126f73/Exhibit+4.png Archive - The Accuracy and Importance of Growth Guidance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ed562938-3506-4c91-9501-9d4e73b8d95b/Exhibit+5.png Archive - The Accuracy and Importance of Growth Guidance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/persistent-alpha monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/af1922b5-66a3-4272-aabf-780bdbe3af45/Exhibit+1.png Archive - Persistent Alpha - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2c75b92e-2333-4cb3-974a-9b9d024a5e68/Exhibit+2.png Archive - Persistent Alpha - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/82253325-d34e-4037-a4c4-96de1f3d8d5e/Exhibit+3.png Archive - Persistent Alpha - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-humble-investor monthly 0.5 2025-02-05 https://verdadcap.com/archive/thank-you-3 monthly 0.5 2025-02-05 https://verdadcap.com/archive/shorting-credit monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/751a207e-7d66-4d22-9dac-9a0e53299eda/Exhibit+1.png Archive - Shorting Credit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/bd433528-6388-4435-b079-b6dbd45bef26/Exhibit+2.png Archive - Shorting Credit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c2ab70f3-9e10-439d-afb8-b271a0d9bd60/Exhibit+3.png Archive - Shorting Credit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/75f65639-2eb1-41e1-baa6-a76e49d6cc55/Exhibit+4.png Archive - Shorting Credit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c1514540-5ad7-4278-a188-b51ec6bb9c0e/Exhibit+5.png Archive - Shorting Credit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/short-term-vs-long-term-forecasts monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/52854b54-0c97-4802-a98e-fe8161b07d92/Exhibit+1.png Archive - Short-Term vs. Long-Term Forecasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7045c964-0f1e-47ec-9815-2bce3a2382e3/Exhibit+2.png Archive - Short-Term vs. Long-Term Forecasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ca656432-c74a-4b40-8294-bec13ea85913/Exhibit+3.png Archive - Short-Term vs. Long-Term Forecasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/bloated-balance-sheets-in-japan monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/42a382a4-f2d7-4973-8041-ea7404406ae8/Exhibit+1.png Archive - Bloated Balance Sheets in Japan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/885b4564-8fce-49b5-b0ff-6ed7963d7ffd/Exhibit+2.png Archive - Bloated Balance Sheets in Japan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/industry-is-not-destiny monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4462277d-0a8e-4d5c-8278-3314b173dbb4/Exhibit+1.png Archive - Industry Is Not Destiny - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a21ec286-4dff-4d8e-ab1c-122a555f5785/Exhibit+2.png Archive - Industry Is Not Destiny - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-small-cap-amplifier monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f12a534a-8687-4720-8f66-ea22db32d133/Exhibit+1.png Archive - The Small Cap Amplifier - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4eb9f5a0-f885-4a1c-83a5-db6f54fb2a67/Exhibit+2.png Archive - The Small Cap Amplifier - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7bcb743e-0f0d-4cf5-9d3a-310ee7602797/Exhibit+3.png Archive - The Small Cap Amplifier - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/5904294f-802c-4b38-8eac-676efc75fb8b/Exhibit+4.png Archive - The Small Cap Amplifier - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ad4f69ac-a55d-472a-aa22-7c59f972fe62/Exhibit+5.png Archive - The Small Cap Amplifier - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/73f77092-ae22-40c2-8247-bc94f79c4adb/Exhibit+6.png Archive - The Small Cap Amplifier - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/buybacks-for-us-dividends-for-eu monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7483ce77-a365-4c84-95d9-cc46b138b9e3/Exhibit+1.png Archive - Buybacks for US, Dividends for EU - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/eadea776-5652-4a18-bd59-2d3cba91e7d6/Exhibit+2.png Archive - Buybacks for US, Dividends for EU - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/aa715365-469d-4141-98f5-b8bc38cc0320/Exhibit+3.png Archive - Buybacks for US, Dividends for EU - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/verdad-weekly-research-view-this-email-in-your-browser-human-error-is-predictable monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1ac95760-3fc4-4a12-a977-1cfc0c75da6a/Exhibit+1.png Archive - Human Error Is Predictable - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/rate-cuts-bonds-back-in-play monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b86ca9ba-3d01-4723-b017-24de88c40280/Exhibit+1.png Archive - Rate Cuts: Bonds Back in Play? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4a5006d7-e754-4aa1-9714-e8faedf157e1/Exhibit+2.png Archive - Rate Cuts: Bonds Back in Play? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/qgxxoz4h9p1wuvjtkpnl3kzqb93wuz monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f081c2de-8ae2-4e18-9f67-444c8274c45e/Exhibit+1.png Archive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ef04da7f-aaaf-4ffe-b857-cbde02ecfe08/Exhibit+2.png Archive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/forecastability-and-portfolio-optimization monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/16cd0b4a-d601-4af4-8937-d60330205234/Exhibit+1.png Archive - Forecastability and Portfolio Optimization - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6b00e3e6-a0a6-47f6-9853-0b04a6a60ce8/Exhibit+2.png Archive - Forecastability and Portfolio Optimization - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7a05fea6-8772-4801-b004-14b87a19adc1/Exhibit+3.png Archive - Forecastability and Portfolio Optimization - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/15b329d3-9031-4590-ae03-ec140a3abc91/Exhibit+4.png Archive - Forecastability and Portfolio Optimization - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/602940ed-1cc7-49c1-b2db-e39b54e825ac/Exhibit+5.png Archive - Forecastability and Portfolio Optimization - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/diversifying-equity-portfolios monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/36c248dc-a117-4a5b-aabf-e738694e5e65/Exhibit+1.png Archive - Diversifying Equity Portfolios - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4ab72743-9d47-4af7-a449-2ebec87e7270/Exhibit+2.png Archive - Diversifying Equity Portfolios - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-great-rotation monthly 0.5 2024-11-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/02c65d3d-4af7-4afe-9131-dcc1a518bd7d/Exhibit+1.png Archive - The Great Rotation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/fea95cbb-7f81-47ac-a24f-504c1d679f77/Exhibit+2.png Archive - The Great Rotation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/443e5a66-8fd8-4a79-9731-fce594f667e4/Exhibit+3.png Archive - The Great Rotation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/5824d80a-d802-4d8b-bb72-0ed93a25b708/Exhibit+4.png Archive - The Great Rotation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0b6ccdba-9e49-406e-8172-d8b6eaa29d10/Exhibit+5.png Archive - The Great Rotation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/activism-at-scale-in-japan monthly 0.5 2024-11-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/12b17ce8-8c7b-4ef2-bf1a-6f22c21d9e00/Exhibit+1.png Archive - Activism at Scale in Japan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ff02661c-c0a6-40ae-8566-63f12f31393f/Exhibit+2.png Archive - Activism at Scale in Japan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/on-the-brink monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6948709a-a1cd-49a4-b200-90471c63eaf4/Exhibit+1.png Archive - On the Brink? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/389ffaac-a3be-45cb-a129-a590221327ea/Exhibit+2.png Archive - On the Brink? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/classifying-economic-regimes monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a3805000-e779-4761-804f-975f0f2c4517/Exhibit+1.png Archive - Classifying Economic Regimes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/79c55697-b438-4401-ad44-be6ede1703d4/Exhibit+2.png Archive - Classifying Economic Regimes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1a99ba7a-78b3-4320-9fa7-4c1eac94caa2/Exhibit+3.png Archive - Classifying Economic Regimes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bb20d92-8dc3-43ab-afe9-30001566dc3c/Exhibit+4.png Archive - Classifying Economic Regimes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c2133b90-472b-4d59-8350-2155c96cf74b/Exhibit+5.png Archive - Classifying Economic Regimes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/analogous-market-moments monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e8421f0d-6678-4061-a120-7ccc49300c7b/Exhibit+1.png Archive - Analogous Market Moments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/905ceee3-0039-4709-83b8-099137a4048e/Exhibit+2.png Archive - Analogous Market Moments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c0db9d87-f673-4593-917c-fde18555f473/Exhibit+3.png Archive - Analogous Market Moments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-rise-of-alternatives monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/9d656598-b8c6-427b-8264-1505579e0be4/Exhibit+1.png Archive - The Rise of Alternatives - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/64d3ac0a-2b70-4ecd-8084-574e6bf7c373/Exhibit+2.png Archive - The Rise of Alternatives - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4ccc74a0-dcd0-4669-b17a-01fdc6f623f2/Exhibit+3.png Archive - The Rise of Alternatives - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/neglecting-equilibrium monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4d1e8932-60ae-476d-9365-4300eababeec/Exhibit+1.png Archive - Neglecting Equilibrium - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b9ca1844-feb0-4f15-a431-b6b061d935c8/Exhibit+2.png Archive - Neglecting Equilibrium - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-american-liquidity-advantage monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/46e432c9-b37a-421c-9028-bdec4d6babb7/Exhibit+1.png Archive - The American Liquidity Advantage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8608df28-f6aa-4b1c-b5a1-a13aec6fe0a3/Exhibit+2.png Archive - The American Liquidity Advantage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b383044a-597d-4340-9184-27c9c1cd04c1/Exhibit+3.png Archive - The American Liquidity Advantage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-calm-before-the-storm monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/78e3676d-0f82-444e-af5a-1ea40e067683/Exhibit+1.png Archive - The Calm Before the Storm - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b7fd882c-f092-4a32-b6d0-ea98afd9fcb4/Exhibit+2.png Archive - The Calm Before the Storm - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-penny-stock-anomaly monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/64a152d6-2088-47d7-8775-f3fa6565e6d0/Exhibit+1.png Archive - The Penny Stock Anomaly - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/31b24a61-867f-43a9-908c-148cb82ef2bf/Exhibit+2.png Archive - The Penny Stock Anomaly - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ace77b31-5eb7-47d6-b12c-41ba7effb1f3/Exhibit+3.png Archive - The Penny Stock Anomaly - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d21dcb38-3d6b-46a0-bd27-89884b97a71d/Exhibit+4.png Archive - The Penny Stock Anomaly - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-changing-yield-curve-signal monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/50c0bd3c-0d0d-45bb-b236-a123500d7969/Exhibit+1.png Archive - A Changing Yield Curve Signal - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c7592648-02a7-49da-bc99-91f5416e143c/Exhibit+2.png Archive - A Changing Yield Curve Signal - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/meme-stonks-revisited monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/aa845a03-771f-4d83-a847-31ac5552add6/Exhibit+1.png Archive - Meme Stonks Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b2e5fd8c-4a2c-42aa-91b8-28007823ed00/Exhibit+2.png Archive - Meme Stonks Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7e161ec6-9389-4af4-a81c-f55060868a41/Exhibit+3.png Archive - Meme Stonks Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/07d5e43d-eb0c-4b91-89d5-b59bef40794b/Exhibit+4.png Archive - Meme Stonks Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c0d6081d-6955-4a02-a2bb-3209a50e806a/Exhibit+5.png Archive - Meme Stonks Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/where-the-value-investing-strategy-still-works monthly 0.5 2024-09-18 https://verdadcap.com/archive/the-gold-rally monthly 0.5 2024-09-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/de86b2b8-71f5-44b0-856d-c6c9bd0c4e55/Exhibit+1.png Archive - The Gold Rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a90a4c83-8238-434a-87ba-52e17c545612/Exhibit+2.png Archive - The Gold Rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/516c684a-5cf6-4b49-8659-6ddd3a490ec3/Exhibit+3.png Archive - The Gold Rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6c8a6416-ee49-4497-8e35-5f469126c258/Exhibit+4.png Archive - The Gold Rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/sizing-pe-allocations monthly 0.5 2024-06-25 https://verdadcap.com/archive/quality-or-value-why-not-both monthly 0.5 2024-06-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e5b1f26c-f623-4334-83cc-2b96f9f4ed1e/Figure+1.png Archive - Quality or Value – Why Not Both? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/798e2c07-e66b-46ac-8cec-af8521e30eb8/Figure+2.png Archive - Quality or Value – Why Not Both? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d2cbeb16-73fc-4ea7-99ae-3d16d018f06f/Figure+3.png Archive - Quality or Value – Why Not Both? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/39ef38e9-b07d-4d9b-9da9-e458b6116ea6/Figure+4.png Archive - Quality or Value – Why Not Both? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/inflation-revisited monthly 0.5 2024-06-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ceabdb11-eb7b-4b1f-a37f-213dd3c65b62/Figure+1.png Archive - Inflation Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/98aad6e8-e332-4383-b265-08a305a33ee6/Figure+2.png Archive - Inflation Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f377deb5-b8cc-4629-9807-a6fdbb443bd2/Figure+3.png Archive - Inflation Revisited - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/japans-stealth-profit-boom monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e3314cf4-e95a-42fe-9f18-750281d7a95e/Figure+1.png Archive - Japan's Stealth Profit Boom - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/76ae644b-483e-4590-87f8-61a59f7f0e05/Figure+2.png Archive - Japan's Stealth Profit Boom - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d5e6697a-e443-4567-880c-f2472bf60a8b/Figure+3.png Archive - Japan's Stealth Profit Boom - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-missing-billionaires monthly 0.5 2024-06-25 https://verdadcap.com/archive/market-share-amp-profitability monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cedeb603-82ac-4275-9d7a-731b345f3346/figure+1.png Archive - Market Share & Profitability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/774ad1bb-9ac4-4cf0-bf79-8c8bb8ca90eb/figure+2.png Archive - Market Share & Profitability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ecb82a95-f1d5-4add-beb4-8e4422cd3e1a/figure+3.png Archive - Market Share & Profitability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ce0dc751-5240-414b-ba59-256b1ddbcae6/figure+4.png Archive - Market Share & Profitability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/57aea381-6ed4-480a-9bb5-9990c8d8ba9c/figure+5.png Archive - Market Share & Profitability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/verdad-interviews monthly 0.5 2024-04-09 https://verdadcap.com/archive/2023-private-equity-fundamentals monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d04a3d33-f9a6-4985-bdbb-0aa4dc345474/figure+1.png Archive - 2023 Private Equity Fundamentals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/441d47bd-6263-42f5-8a2b-2a646f765b06/figure+2.png Archive - 2023 Private Equity Fundamentals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/sclerotic-small-caps monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/83adb81f-b9d7-433f-a938-74490e6529fa/Figure+1.png Archive - Sclerotic Small Caps? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a410835d-0b2d-4d6c-9a7d-607abcd70c95/Figure+2.png Archive - Sclerotic Small Caps? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-momentum-crash-course monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b6f66200-2779-42cc-a149-50695b497fe0/figure+1.png Archive - A Momentum Crash Course - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/668f1587-bf51-4c20-ae09-3f4f266a1898/Figure+2.png Archive - A Momentum Crash Course - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/rule-britannia monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b3196a44-a9ac-4863-8b4b-c60697b95b53/figure+1.png Archive - Rule, Britannia! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d69dd46d-0590-46b1-bfd3-1a39bfd3dcf4/figure+2.png Archive - Rule, Britannia! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/40f9c9d6-69a3-41aa-8f84-0d0fa275a960/figure+3.png Archive - Rule, Britannia! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1317c5ec-d760-40fa-b3a0-480a0cd18950/figure+4.png Archive - Rule, Britannia! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/aa84c3f4-f860-43b4-b065-88d4095174b6/figure+5.png Archive - Rule, Britannia! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/japans-orphans monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/fad21307-daf0-4ee0-8829-9b2b0f3bb772/Figure+1.png Archive - Japan's Orphans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0285235e-772b-408b-b53c-95936f80095c/Figure+2.png Archive - Japan's Orphans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/95dd0837-6466-4211-afd3-e0ff40d90995/Figure+3.png Archive - Japan's Orphans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/yield-is-not-return monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/38d2e617-65d9-4716-ace2-9ec733622605/figure+1.png Archive - Yield Is Not Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4ac7d37f-bd0f-4994-b291-e36f6bba904b/figure+2.png Archive - Yield Is Not Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ff31f0f7-188f-499b-b8e8-4ee5dade3579/figure+3.png Archive - Yield Is Not Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/valuing-japans-reform monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/33acb2c9-0425-4f6c-986a-5466c76a6502/Figure+1.png Archive - Valuing Japan's Reform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/17e14f65-ebc6-403d-8564-f1c6b0dca2b9/Figure+2.png Archive - Valuing Japan's Reform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/374d3929-3be6-4ac7-99f4-e6b635d0a9f8/Figure+3.png Archive - Valuing Japan's Reform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/what-does-a-yield-buy monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/60d36346-0bc4-4171-956c-608b4902c8c9/Exhibit+1.png Archive - What does a yield buy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/aa08b9c9-4ead-4f34-b252-10b8e1e9f576/Exhibit+2.png Archive - What does a yield buy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/5371a677-0230-4705-9c9c-8f5f0a9fe100/Exhibit+3.png Archive - What does a yield buy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/09e194bd-4917-4605-9880-ec852f434ea5/Exhibit+4.png Archive - What does a yield buy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2a694f36-33d6-4db7-9e8d-4ac2acf916bb/Exhibit+5.png Archive - What does a yield buy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/regional-growth-amp-equity-returns monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3b3e9de4-631b-4b59-b683-3b9b326d6735/Exhibit+1.png Archive - Regional Growth & Equity Returns - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c7ab81de-2f20-4133-9b3f-136079a10e7c/Exhibit+2.png Archive - Regional Growth & Equity Returns - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a6de0c9d-f78e-4ecf-bb51-cf76f6440420/Exhibit+3.png Archive - Regional Growth & Equity Returns - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/costly-shorts monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b3011c98-0969-49a2-8cc5-35e61984b350/Exhibit+1a.png Archive - Costly Shorts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/764c8000-2ce1-4362-81d4-2d71b7337673/Exhibit+1b.png Archive - Costly Shorts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f3960f4c-e3dc-4cb3-a99e-95b84cb3439b/Exhibit+2.png Archive - Costly Shorts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-biotech-boneyard monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b492c051-b0f5-4d3e-b488-f58b093bddff/Exhibit+1.png Archive - The Biotech Boneyard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/26c2a6d4-5628-4fa6-83d5-96c7792014c6/Exhibit+2.png Archive - The Biotech Boneyard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f34ea67f-9463-4f08-ba06-ea77abf25e64/Exhibit+3.png Archive - The Biotech Boneyard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/571c1445-cd64-412c-8faf-bce6cea24c04/Exhibit+4.png Archive - The Biotech Boneyard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/094ea033-9f86-4648-8717-a50014cb478d/Exhibit+5.png Archive - The Biotech Boneyard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/028a8515-26b3-434f-8e31-6252b6ec1a5c/Exhibit+6.png Archive - The Biotech Boneyard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-persistence-of-value-amp-growth monthly 0.5 2024-01-23 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/bac0a0fd-f9e1-4087-acac-6776518dfae5/Exhibit+1.png Archive - The Persistence of Value & Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/74c9c8bd-b657-49e5-8c24-8989d2ff392a/Exhibit+2.png Archive - The Persistence of Value & Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/9b30a657-ce35-44e8-9e67-ca23067c0b19/Exhibit+3.png Archive - The Persistence of Value & Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-dispersion-delusion monthly 0.5 2024-01-22 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4ee839f3-3a49-4f66-ac44-8e32d99d86f1/Exhibit+1.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6def37a8-1674-40bc-9286-31d4d2f76570/Exhibit+2.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f8b6dcc1-4b37-4f30-b2e5-6efd78f35e61/Exhibit+3.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4c9002f8-fdc8-4f90-a050-bd3115d11262/Exhibit+4.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/41d89216-c119-4aef-b2bb-7cd7e08eea8d/Exhibit+5.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6a057f31-47c5-4e83-82a1-eb4423453fc2/Exhibit+6.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/75e6b25a-408a-4943-bb93-e93d3904796a/Exhibit+7.png Archive - The Dispersion Delusion - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-quality-of-new-entrants monthly 0.5 2024-01-22 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/96ec10e5-cd9e-4927-ae3a-07e8e65ef65d/Exhibit+1.png Archive - The Quality of New Entrants - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/53e8335f-e060-4be3-a6eb-4f74772e4789/Exhibit+2.png Archive - The Quality of New Entrants - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6d531a6e-d075-488f-ab76-12ef396ada43/Exhibit+3.png Archive - The Quality of New Entrants - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8813abef-67e6-4f22-b873-37117273c7dc/Exhibit+4.png Archive - The Quality of New Entrants - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/thank-you-2 monthly 0.5 2024-01-22 https://verdadcap.com/archive/the-death-of-small-cap-equities monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e59e3242-744a-4d8f-a958-2c5d848c9b92/Exhibit+1.png Archive - The Death of Small Cap Equities? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0f589626-2a8d-4248-91ae-cc7797a8f021/Exhibit+2.png Archive - The Death of Small Cap Equities? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/be16071b-835f-4810-93dd-3a999c218710/Exhibit+3.png Archive - The Death of Small Cap Equities? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/03046d62-6499-41b7-8d94-2a816b5eecbd/Exhibit+4.png Archive - The Death of Small Cap Equities? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/764638ea-297f-48e8-a344-26462dbdc1db/Exhibnit+5.png Archive - The Death of Small Cap Equities? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-rule-of-thumb-for-terminal-valuation-multiples monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4304d9dc-4453-4df7-9cd8-61a63ab4328d/Exhibit+1.png Archive - A Rule of Thumb for Terminal Valuation Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/beyond-risk-parity monthly 0.5 2023-11-20 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b242b340-b8a2-41d9-bdc9-fbf0a16a62e8/Exhibit+1.png Archive - Beyond Risk Parity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/25bd68d6-cc21-4838-95cf-08f5dda5a3ff/Exhibit+2.png Archive - Beyond Risk Parity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1dc67725-7e90-489a-b8d3-e74b273ee7df/c92a4d84-fe6b-fc25-f12c-d3fa1512467f.png Archive - Beyond Risk Parity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4e80f89b-320d-4522-b0a9-7c41d25eb7ca/6691f57c-9d4c-3dfd-9892-23ba835ad996.png Archive - Beyond Risk Parity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/shorting-socialism monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/68faea17-5e4a-43a5-802d-858de714f19f/Exhibit+1.png Archive - Shorting Socialism - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3aac9edf-5787-48fc-8436-dd7e5346adee/Exhibit+2.png Archive - Shorting Socialism - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/clmio5yel7rfxzvrqf18ogdcm7bt3f monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/aa99db8b-29a1-44da-b31a-39992716ea15/Exhibit+1.png Archive - Where are all the defaults? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/651e45f0-1868-4423-9c93-eb53efb41ac6/Exhibit+2.png Archive - Where are all the defaults? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/39348d7e-dbe4-4dc3-8a7e-114f31e12cae/Exhibit+3.png Archive - Where are all the defaults? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/dd337ddd-e4fa-4bbe-8aa9-9a13e4f02aa5/Exhibit+4.png Archive - Where are all the defaults? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/pipe-works-and-pipe-dreams-part-ii monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d6052ec9-53e8-4ad8-9571-c09e234ac62d/Exhibit+1.png Archive - PIPE-Works and PIPE-Dreams (Part II) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/64f30862-7ea5-453b-b389-ffedc901a543/Exhibit+2.png Archive - PIPE-Works and PIPE-Dreams (Part II) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/pipe-works-and-pipe-dreams-part-i monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4187532e-e09a-44f4-a373-6c7b4a21d3b8/Exhibit+1.png Archive - PIPE-Works and PIPE-Dreams (Part I) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e9fc92aa-1269-4a41-b581-fda12ec8c6bc/Exhibit+2.png Archive - PIPE-Works and PIPE-Dreams (Part I) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/727d2f86-ef29-444c-b44e-0e1987fc88a6/Exhibit+3.png Archive - PIPE-Works and PIPE-Dreams (Part I) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/5e5dc69b-8dae-47d0-b61a-3ce86749428b/Exhibit+4.png Archive - PIPE-Works and PIPE-Dreams (Part I) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/asset-class-capm monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3bf8e91d-99f3-4cbb-8ef0-b75a05611306/Figure+1.png Archive - Asset Class CAPM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/66ccd99e-887c-4fd1-8c48-db7b6878cd90/Figure+2.png Archive - Asset Class CAPM - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/what-works-in-bank-stocks monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/413bff41-0551-4cc2-ad1c-d624327cc499/Figure+1.png Archive - What Works in Bank Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2a244d37-d1db-4e17-ae68-82bf7515a332/Figure+2.png Archive - What Works in Bank Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/05589100-f22f-4785-acc7-6a98b4bc96a4/figure+3.png Archive - What Works in Bank Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7ac038a4-f29d-4870-9cae-e2315ccb82a6/Figure+4.png Archive - What Works in Bank Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c76a7ff6-b84b-4c43-b454-09a16091eaae/Figure+5.png Archive - What Works in Bank Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/17e682cd-2c69-4dfd-bf07-6727ede61a3b/Figure+6.png Archive - What Works in Bank Stocks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/an-update-on-the-stock-bond-correlation monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4de4e178-0c1c-46d1-843b-dc115b6e53e5/Figure+1.png Archive - An Update on the Stock-Bond Correlation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1bdd4f29-8e61-4e35-b9b2-2c71fa264658/Figure+2.png Archive - An Update on the Stock-Bond Correlation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/24a3f620-20a2-4ed9-97cc-4f7b93a3def7/Figure+3.png Archive - An Update on the Stock-Bond Correlation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/more-bang-for-your-buck monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a61d7e51-bbee-407f-b1ba-0457a3d410b1/Figure+1.png Archive - More Bang for Your Buck - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3c1c406c-1924-458a-b485-af51b26df906/Figure+2.png Archive - More Bang for Your Buck - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-top-5 monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/092764da-a336-4968-8251-55e6bc211fb3/Figure+2.png Archive - The Top 5 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/84949ea0-0f86-4b60-8f2a-40aaca46d47f/Figure+2.png Archive - The Top 5 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/daba674b-bab3-4993-a8e7-9320f8a5cfae/Figure+3.png Archive - The Top 5 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/japan-in-demand-sort-of monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6cb9df7f-ca56-4c92-941a-ef2ff2461b9c/Figure+1.png Archive - Japan in Demand (Sort Of) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/dcbd5f25-fc46-4905-9034-f5f50a9cf6c7/Figure+2.png Archive - Japan in Demand (Sort Of) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/end-of-an-era monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d096d7e6-6bcc-4c4f-b2ab-498d51f1cca3/Figure+1.png Archive - End of an Era? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/fe011029-4ec9-40b7-87f6-bfc831cfa1de/Figure+2.png Archive - End of an Era? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/43380e32-3925-4fef-b419-456c9099c8a4/Figure+3.png Archive - End of an Era? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8a39d5cc-ac1d-41a2-a2da-ce765d6ec16c/Figure+4.png Archive - End of an Era? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/qampa-on-private-equity-operational-improvements monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c8bf42e6-99ce-4a99-a4cf-75a5e597ca94/Figure+1.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/858639c2-ad3d-45eb-aa0b-04367b8eed35/figure+2.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d75a36ee-aa4a-44e7-8734-80e763e99753/figure+3.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b7c18cdf-3718-48b9-877a-1d276bf8a117/figure+4.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/97a54a86-02bc-47af-8e09-3ec4eb28a355/Figure+5.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a3016e53-fde2-4276-b57e-dd1398347e6e/Figure+6.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8f4b9ca3-aebc-4c3a-bde1-a20c61f378b9/Figure+7.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/873e0379-f5d2-412c-a877-a84146745a38/figure+8.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ef252438-bd22-41ab-b1a0-eecc8519c55e/Figure+10.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6dc2fc5f-74b0-4bca-adf7-30281027497e/Figure+11.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a36a00b0-9751-4591-8446-a33be900c6b4/Figure+12.png Archive - Q&A on Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/private-equity-operational-improvements monthly 0.5 2023-07-12 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d4823e9f-4d04-4c55-9a20-77382492c5df/Figure+1.png Archive - Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c515cd0d-53e4-4635-97d5-f1156e30b2d2/Figure+2.png Archive - Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e6e7f922-c646-43c6-b02f-3fb226808c66/Figure+3.png Archive - Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e7826a9e-5de7-47c9-affb-275df1973f87/Figure+4.png Archive - Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f35ef2f0-48b5-489b-b41f-fceca90e4b81/Figure+5.png Archive - Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/346594ab-2e7d-4b9f-a18a-6635ef281e8d/Figure+6.png Archive - Private Equity Operational Improvements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/insurers-the-smart-debt-money monthly 0.5 2023-07-12 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/51e4cf9f-303a-45f3-9753-c4c8f5638530/Figure+1.png Archive - Insurers: The Smart Debt Money - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/81dcc8c0-def9-4a75-9a8b-ad890582a3ad/Figure+2.png Archive - Insurers: The Smart Debt Money - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1c66101e-3b34-490b-8c87-215552039c30/Figure+3.png Archive - Insurers: The Smart Debt Money - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/79c7756c-3e4f-4f49-9743-87a759566289/Figure+4.png Archive - Insurers: The Smart Debt Money - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/sources-of-return monthly 0.5 2023-07-12 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6e4cbc58-31cf-4320-913b-6f2548cbf777/Figure+1.png Archive - Sources of Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a27d85f3-8eab-4067-9c40-1c424fa11b5c/Figure+1.2.png Archive - Sources of Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/406c2c93-0c3d-43bc-be1d-8142fb1b6d11/Figure+2.png Archive - Sources of Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/industry-volatility monthly 0.5 2023-07-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1631d613-590b-4e35-9549-502e3f1dcd52/figure+1.png Archive - Industry Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/beab420b-593e-4928-9aeb-60233d175362/figure+2.png Archive - Industry Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/76bf0767-25b3-43f9-9390-c19a7f2ed178/figure+3.png Archive - Industry Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/japans-value-mandate-for-reform monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ff63904f-6cc0-4ba5-956b-bb399223f644/figure+1.png Archive - Japan's Value Mandate for Reform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/9e2cb1a7-f6e6-4f6b-a524-ae82b47d5094/Figure+2.png Archive - Japan's Value Mandate for Reform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0da53f8f-7cd2-4bbd-bb8a-a7e1030b3813/Figure+3.png Archive - Japan's Value Mandate for Reform - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/zero-day-options monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6f49f116-e38b-49dd-b56a-26e14632391a/Figure+1.png Archive - Zero-Day Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/06af324d-886d-4a9a-a712-feb655b08fac/Figure+2.png Archive - Zero-Day Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ffe1e71e-24af-45b3-b219-78612450a6dc/Figure+3.png Archive - Zero-Day Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cd38278a-e7e3-4d9b-a770-43fc2677afec/Figure+4.png Archive - Zero-Day Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/bbbb8f0b-658e-461c-9512-1f12fe12739f/Figure+5.png Archive - Zero-Day Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/private-equity-fundamentals monthly 0.5 2023-06-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/64e037c1-1d96-4f05-b0dd-827d5cd20225/Figure+1.png Archive - Private Equity Fundamentals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a27ad56b-a455-4cc8-9367-8ce07a96aa06/Figure+2.png Archive - Private Equity Fundamentals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cbd07826-9820-4ed3-9513-f261156752ce/Figure+3.png Archive - Private Equity Fundamentals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/wrx95gqbi0xtr9ynxoszenx981mdej monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8711859d-1059-44db-8871-312534594f77/Figure+1.png Archive - Optimal Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/889674c3-2093-42f4-8512-fd7622ad4d6e/Figure+2.png Archive - Optimal Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0dcbb1bc-9e78-466d-9406-fff3ee2e7c10/Figure+3.png Archive - Optimal Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ce0a25d0-190c-436c-948d-4cb955b1ad48/Figure+4.png Archive - Optimal Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ee6717d9-87e2-4ba4-b880-7a59f0b6ffa4/Figure+5.png Archive - Optimal Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/concentrating-on-the-best monthly 0.5 2023-06-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b1e74a45-ae63-4c0b-8145-778d0e1861f1/Figure+1.png Archive - Concentrating on the Best - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/601c3e21-7e74-4253-94ef-6e56ae549a07/Figure+2.png Archive - Concentrating on the Best - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/diversification-or-di-worse-ification monthly 0.5 2023-06-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/19d85e19-a141-4056-96aa-36750a065477/Figure+1.png Archive - Diversification or Di-worse-ification? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3784799b-a93a-44dc-822a-a7bcc7459d79/Figure+2.png Archive - Diversification or Di-worse-ification? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8b763046-9dcc-4fe5-bd4e-c0de626e13c5/Figure+3.png Archive - Diversification or Di-worse-ification? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/revenge-of-the-turds monthly 0.5 2023-06-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/eadd2eae-7bb3-4ff1-975a-fe24c7a83850/Figure+1.png Archive - Revenge of the Turds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f581fa7e-0514-40de-a3b2-cf2f6aac8da8/Figure+2.png Archive - Revenge of the Turds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/62e6c629-1ba9-4fa7-9da7-3c53a6e314ab/Figure+3.png Archive - Revenge of the Turds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/645e241c-1b65-4c50-a6c5-fa5948875960/Figure+4.png Archive - Revenge of the Turds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/swedish-fish monthly 0.5 2023-06-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b4754830-3c48-4ffc-92af-b436a9b04d96/Figure+1.png Archive - Swedish Fish - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cf0d6b32-23b8-4164-a2c3-1f99550d06cb/Figure+2.png Archive - Swedish Fish - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8d6f3a83-3281-4d50-834a-3bdfcec7f27b/Figure+3.png Archive - Swedish Fish - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/bond-market-turmoil monthly 0.5 2023-07-12 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b2d434bc-3dab-4ba8-94b7-ffb15c96d3f2/Figure+1.png Archive - Bond Market Turmoil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/119038ac-cb3f-45d4-940d-06ebbfffe795/Figure+2.png Archive - Bond Market Turmoil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/868827c4-eefe-4797-b6fa-9c18d9c371e1/Figure+3.png Archive - Bond Market Turmoil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ac241dd1-8209-4d25-bcad-89cd9c1d7e47/Figure+4.png Archive - Bond Market Turmoil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-banking-crisis monthly 0.5 2023-04-12 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1004d1d2-3e72-43b4-becc-bfbe75d39754/figure+1.png Archive - The Banking Crisis - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/viva-la-revolucin monthly 0.5 2023-04-12 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/eaa57298-0976-45bd-8c97-fbe3b585f19d/Exhibit+1.png Archive - Viva La Revolución! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/36f847ce-1b20-43f3-bb60-e93b345466c8/Exhibit+2.png Archive - Viva La Revolución! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/63987866-a3c8-461a-a1ff-8775ee1f4a44/Exhibit+3.png Archive - Viva La Revolución! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/128e71b9-090c-4119-82c5-5e7a4842e2e3/Exhibit+4.png Archive - Viva La Revolución! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/memory-and-probability monthly 0.5 2023-04-12 https://verdadcap.com/archive/merger-arbitrage monthly 0.5 2023-03-22 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/246ef81a-7fc5-42d4-bb65-d84be0320221/Figure+1.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/05e85813-e68b-4bc0-b00f-7f4304b66bd0/Figure+2.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/af59a007-8baa-4196-ac02-d963657a45b4/Figure+3.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/aaed0075-ecc3-4717-aa80-ccb555687a50/Figure+4.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4d69540f-2d4c-44e8-b842-9a10f932b89c/Figure+5.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c0362919-01df-44e3-87ce-f5eb4b5922db/Figure+6.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/80c7e82e-3da7-40eb-9b68-49cecec92149/Figure+7.png Archive - Merger Arbitrage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/bank-run monthly 0.5 2023-03-22 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/51730041-ca35-49b0-993c-9567e554f3f9/Figure+1.png Archive - Bank Run - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ea39c7ad-dc21-4440-9540-59db0453dd6f/Figure+2.png Archive - Bank Run - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/04fd242f-f0ec-4af1-868d-ef3cbfd52d4e/Figure+3.png Archive - Bank Run - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/verdad-research-update monthly 0.5 2023-03-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e9cb8d30-a7e4-42e8-bc8c-16b3dc66f534/Hanon+Headshot_Edited-2.jpg Archive - Verdad Research Update - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/stock-bond-correlations monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b84dac6b-ea3d-46d7-b4f7-e1d8d3f74cdc/figure+1.png Archive - Stock-Bond Correlations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/20038a68-6bd9-4ff3-ae2e-21fb8689a174/figure+2.png Archive - Stock-Bond Correlations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0335e677-8653-4b32-9239-a12c35b80c7d/figure+3.png Archive - Stock-Bond Correlations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/4af9f446-4367-46d0-88fc-598af39d3547/figure+4.png Archive - Stock-Bond Correlations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/do-stocks-always-outperform-bonds monthly 0.5 2023-03-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/88a99ffd-fea2-40b7-a71d-80d9cd76946d/figure+1.png Archive - Do Stocks Always Outperform Bonds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f6ea7642-929d-4b44-98f4-f9ca23c9f873/figure+2.png Archive - Do Stocks Always Outperform Bonds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/298fc2b4-2c54-4cbc-922b-ca988ad916c4/figure+3.png Archive - Do Stocks Always Outperform Bonds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e0edd391-1ae1-426a-90b6-b4f13bf307bf/figure+4.png Archive - Do Stocks Always Outperform Bonds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/12befa91-9f73-4057-ba14-e3488369f46a/figure+5.png Archive - Do Stocks Always Outperform Bonds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6303d124-ae5f-484b-aed1-2409dae0b4ff/figure+6.png Archive - Do Stocks Always Outperform Bonds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/risk-eats-return monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/66b28d8b-4753-4ed4-b2d0-91305a795628/figure+1.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3f532f4f-fe6f-4997-ae25-ce3ec6dc02ae/figure+2.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/63688955-d260-4be0-8a85-55ac7b824512/figure+3.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/afe3fe27-7214-4d42-8968-3bb1e1a4dacb/figure+4.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/092cb9f9-69f0-4751-aa0b-92b8fcfe97ac/equation+1.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f3f62e9a-303e-43e2-b910-7bf542feaca6/equation+2.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/d246562e-af28-4816-8c9f-45a3eda5002b/equation+3.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/50b626e5-600c-4f61-a4df-b7d84f4dc4c5/equation+4.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/819f5a18-99b5-43a8-86fe-77b7b17f2bbe/equation+5.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ddac33a7-e530-446e-9863-9f4e45ea6217/equation+6.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b3eb4995-a6c2-445a-87f6-4ed4af42e630/equation+7.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/8518c443-a99c-4f53-80ce-673c93c42e2a/equation+8.png Archive - Risk Eats Return - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/we-measure-what-we-can monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a8fc1569-a7e8-451e-9783-dbc9ba69698b/figure+1.png Archive - We Measure What We Can - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/abd83913-bde9-4b19-88b0-f9e0107ce596/figure+2.png Archive - We Measure What We Can - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6a792c6e-ae13-4baa-8897-982028197ea9/figure+3.png Archive - We Measure What We Can - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/96ac4638-1940-4a58-b751-6a7e183e4258/figure+4.png Archive - We Measure What We Can - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/after-the-darkest-hour-comes-the-dawn monthly 0.5 2023-03-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/07d16a5a-c79b-41bd-b31d-a1aeb64640a8/Figure+1.png Archive - After the Darkest Hour Comes the Dawn - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a6ea711c-2560-4c4f-beca-9fa15a3df907/Figure+2.png Archive - After the Darkest Hour Comes the Dawn - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e285a1b3-f8c6-4720-8960-f07b029054e5/Figure+3.png Archive - After the Darkest Hour Comes the Dawn - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/dot-com-redux monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6a8399cd-a23d-4cb6-b01e-9b49230e4489/figure+1.png Archive - Dot-Com Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f7e4c171-de6f-41d6-a326-34aa0868e6d7/Figure+2.png Archive - Dot-Com Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1cd133dd-3d9c-4f18-befa-7008f81baa07/Figure+3.png Archive - Dot-Com Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/inside-the-high-yield-spread monthly 0.5 2023-01-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/22502127-928a-4cf5-8eb8-98d0c6b7df95/figure+1.png Archive - Inside the High-Yield Spread - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2688799f-c5de-40b1-a07a-7915067273d5/figure+2.png Archive - Inside the High-Yield Spread - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2ea802a5-3fb1-4f67-9ddb-ce272367dc5e/figure+3.png Archive - Inside the High-Yield Spread - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e3ee9edf-0362-4b0f-8382-54f710196dae/figure+4.png Archive - Inside the High-Yield Spread - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/654126ee-5384-417b-b2d1-dcd853be8045/figure+5.png Archive - Inside the High-Yield Spread - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/db476ab3-4197-4ea7-8c1c-5bba5c37afb9/figure+6.png Archive - Inside the High-Yield Spread - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/navigating-big-debt-crises monthly 0.5 2023-01-18 https://verdadcap.com/archive/venture-capitals-reckoning-looms-closer monthly 0.5 2023-01-18 https://verdadcap.com/archive/a-sharper-signal-amid-the-noise-part-ii-evidence-from-europe monthly 0.5 2023-01-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e93f883-b045-4f09-8fba-3a9a1ebd16fb/figure+1.png Archive - A Sharper Signal Amid the Noise, Part II: Evidence from Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/7c2f249b-7fe4-4ffb-a8a9-750feac3ef63/Figure+2.png Archive - A Sharper Signal Amid the Noise, Part II: Evidence from Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/26b48fc2-2d83-4f13-88a2-b41607c93a6c/Figure+3.png Archive - A Sharper Signal Amid the Noise, Part II: Evidence from Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-sharper-signal-amid-the-noise monthly 0.5 2023-01-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/838a6361-82fa-4fe3-8fd3-54aea32370cb/figure+1.png Archive - A Sharper Signal Amid the Noise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/265e1e56-0676-4770-9f9b-c45e83380441/figure+2.png Archive - A Sharper Signal Amid the Noise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/a311c29c-d34f-4b30-b092-f66ae6fd96c1/figure+3.png Archive - A Sharper Signal Amid the Noise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/sudden-stops monthly 0.5 2023-01-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/dedc4fae-ab5a-483a-81e4-91f1f39a4f1e/figure+1.png Archive - Sudden Stops - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2384ce14-7117-4dd2-9515-7a7be4c9cb95/igure+2.png Archive - Sudden Stops - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/c1835861-c5fe-4466-8e92-626653dfcbb0/figure+3.png Archive - Sudden Stops - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/megathreats monthly 0.5 2023-01-18 https://verdadcap.com/archive/thank-you-1 monthly 0.5 2023-01-18 https://verdadcap.com/archive/persistence-of-margins monthly 0.5 2023-01-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/6ec5cd41-ea36-4c52-ba69-69692811dfeb/Figure+1.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/73c9f334-c395-441c-89ae-05ceaeb024c4/Figure+2.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/358dba36-6d95-4b53-8591-84e9d7468135/Figure+3.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/5d953494-9c83-4461-b3e3-063e8974d005/Figure+4.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3cd4ab22-36c0-43fd-a001-0a81bb2a9138/Figure+5.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/9eb5916f-70d9-416e-9132-f1f8dcb8f9a9/Figure+6.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b4e141a8-2747-4597-b11a-223b314ed63d/FIgure+7.png Archive - Persistence of Margins - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-impact-of-opec-announcements-on-oil-prices monthly 0.5 2023-01-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/fe3ef237-59ff-4f7f-9800-80032c79f755/Figure+1.png Archive - The Impact of OPEC Announcements on Oil Prices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cd5463f9-e73a-4bcb-a413-171d98d48aa2/Figure+2.png Archive - The Impact of OPEC Announcements on Oil Prices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/e7e2c585-279f-4f1a-9a00-803d52b4e222/Figure+3.png Archive - The Impact of OPEC Announcements on Oil Prices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/fair-multiples monthly 0.5 2022-10-26 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1666810952843-CU6UVBXVVPJBEEHV5386/Exhibit+1.png Archive - Fair Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1666810967256-IO7FCK6C993OVPJD37PM/Exhibit+2.png Archive - Fair Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1666810982552-AXPPRMTV1DKQP6GG152R/Exhibit+3.png Archive - Fair Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1666810999440-5GIKHBQIXY5WO4TL9WDT/Exhibit+4.png Archive - Fair Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1666811017512-NW3AWAVSAAIIQJF5BAZN/Exhibit+5.png Archive - Fair Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1666811036293-7BCMPQVU0BIH1594AFLW/Exhibit+6.png Archive - Fair Multiples - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/persistence-of-growth monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664898229573-270O4IOVU92YE5AVFDBT/figure+1.png Archive - Persistence of Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664898237837-UQD0EICH6R3I6K20IW6J/figure+2.png Archive - Persistence of Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664898246095-GOXYZZGYJZWNHRY69SL1/figure+3.png Archive - Persistence of Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664898264214-MIHQ89JKDY8P89DNGZ33/figure+4.png Archive - Persistence of Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/yen-now-and-then-again monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664560314337-X1ASMB3SB66M35CURU93/Figure+1.png Archive - Yen: Now and Then Again - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664560332178-EGO4H264MNBISS1T6JZY/Figure+2.png Archive - Yen: Now and Then Again - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664560348845-RUF90MUJE3LEFO5DSQFJ/Figure+3.png Archive - Yen: Now and Then Again - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664560363267-U7SOAFFKN8BBO6TOWF7W/Figure+4.png Archive - Yen: Now and Then Again - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/do-mbas-want-to-be-billionaires monthly 0.5 2023-03-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ddf53b56-4383-40c7-8a21-b1a52418cc59/figure+1.png Archive - Do MBAs Want To Be Billionaires? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664898105334-CF5BX2NESFS4NW3RTB3T/figure+2.png Archive - Do MBAs Want To Be Billionaires? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-mba-indicator monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897930523-NLC7FEHWLNQD33REQI0D/figure+1.png Archive - The MBA Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897945637-K07XZ79UVFBJMC9M7Z9U/figure+2.png Archive - The MBA Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897959160-1ZXXJ7SACK2WGCKNSUEU/figure+3.png Archive - The MBA Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897967462-8JYSR0DZ558VSF23GNDJ/figure+4.png Archive - The MBA Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897975576-1SI7MMLYU3BKBW6ZXC7E/figure+5.png Archive - The MBA Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/how-to-invest monthly 0.5 2022-10-04 https://verdadcap.com/archive/abandoning-diversification monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897538899-8STWA9IKTXSKRLT8T9XV/figure+1.png Archive - Abandoning Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897547037-XLP108WQ6DNB36MNV9J1/figure+2.png Archive - Abandoning Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897554983-QY5NFFHITR9MSW0OBWHC/figure+3.png Archive - Abandoning Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897564308-ZHJ23MDI9D8J23X0SWTW/figure+4.png Archive - Abandoning Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664897571582-P68JHSK4CJ1HC3ECOYQK/figure+5.png Archive - Abandoning Diversification - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-size-factor monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661284073209-TWE1VHKCZIV3NU7P9ZTN/Figure+1.png Archive - The Size Factor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661284088696-P8L52MVH7HK4JQ78HCYC/Figure+2.png Archive - The Size Factor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661284097545-R76AWE165IF1ME5U8N2I/Figure+3.png Archive - The Size Factor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661284105949-36JMTO8EZ689BRK8UZW1/Figure+4.png Archive - The Size Factor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661284113346-H9WYW162XS5QFGYKDPYM/Figure+5.png Archive - The Size Factor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/emerging-market-cycles monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896592044-MJZMF8SP4NF73C1L4A5Q/Figure+1.png Archive - Emerging Market Cycles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896601008-IYAEXZMJHLPA0HKB53Q4/Figure+2.png Archive - Emerging Market Cycles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896608781-K3BMAWIB6I6LTV5DK216/Figure+3.png Archive - Emerging Market Cycles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896616754-SN5A2ZXKEFIQTHEXTKK7/Figure+4.png Archive - Emerging Market Cycles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896624646-FNDR60S7VF98MA7IGFEI/Figure+5.png Archive - Emerging Market Cycles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/betting-against-expensive-junk monthly 0.5 2022-08-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1660059475068-OAP9FEASWEX3I5ANMWSM/Fig+1.png Archive - Betting Against Expensive Junk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1660059490737-I6SJ2L8BJA1N5BQSSSPX/Fig+2.png Archive - Betting Against Expensive Junk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1660059505497-FBPJ1F3788K52CDATHKR/Fig+3.png Archive - Betting Against Expensive Junk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1660059521713-B3K1KBEKD83V7E9L7ROP/Fig+4.png Archive - Betting Against Expensive Junk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1660059536742-R48SCPDUQQDW0F8ODAZA/Fig+5.png Archive - Betting Against Expensive Junk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1660059548397-6BK89OFC4VQPC1BMTZTG/Fig+6.png Archive - Betting Against Expensive Junk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/drawdowns-and-rallies monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896363458-95KNJ39TY1OU5122AB0F/figure+1.png Archive - Drawdowns and Rallies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896378472-5WQXTQ23HRLI57021NSI/Figure+2.png Archive - Drawdowns and Rallies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1664896387720-XOYOSFU84WJQNL1Z928L/Figure+3.png Archive - Drawdowns and Rallies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/currency-crashes-in-emerging-markets monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518860426-2IO2E8T2YUZOE1J0MC6X/Figure+1.png Archive - Currency Crashes in Emerging Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518871794-6K7YS2OAW3YM1K51TWE1/Figure+2.png Archive - Currency Crashes in Emerging Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518880694-XVFDF6TYTSTT9U2QD30Z/Figure+3.png Archive - Currency Crashes in Emerging Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/what-to-buy-first-redux monthly 0.5 2022-08-26 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518689037-IN0942QPNP9YM2H2XGKF/Figure+1.png Archive - What to Buy First Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518705562-HMIC6Y03T4SVM8IHY2LN/Figure+2.png Archive - What to Buy First Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518714507-QKYGOOD46GSQJ00ZCAJM/Figure+3.png Archive - What to Buy First Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518728088-2D7LICVXZ7N5MCXTTTOJ/Figure+4.png Archive - What to Buy First Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518736521-A74WVD7BGSNX94S9TD7N/Figure+5.png Archive - What to Buy First Redux - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-anxious-investor monthly 0.5 2022-08-26 https://verdadcap.com/archive/who-owns-sovereign-debt monthly 0.5 2022-08-26 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518394382-W1JSOO93RUSA2GDQOC78/Figure+1.png Archive - Who Owns Sovereign Debt - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1661518402200-C9KRJIJ1Q0KNKFXTF578/Figure+2.png Archive - Who Owns Sovereign Debt - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/short-term-momentum-and-reversals monthly 0.5 2022-07-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136567969-XETJHE47IY970SMFCXQ1/Figure+1.png Archive - Short-Term Momentum and Reversals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136581330-HJFEJ45DIFDGQ9XG3NPN/Figure+2.png Archive - Short-Term Momentum and Reversals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/high-yield-high-volatility monthly 0.5 2022-07-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136336908-E33PHWM328RS1P3SHVEK/Figure+1.png Archive - High Yield, High Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136364758-FNRPO5XHBIEKHO8MDBRM/Figure+2.png Archive - High Yield, High Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136384134-B5TDMCDJCFEGBNJDWTFS/Figure+3.png Archive - High Yield, High Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136395073-LVKS9C08OE41NYU4QJXE/Figure+4.png Archive - High Yield, High Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136408845-SUXLQX30Q0OLOKS12P8G/Figure+5.png Archive - High Yield, High Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136419620-X4Z9YB5EYIPYKLG555FZ/Figure+6.png Archive - High Yield, High Volatility - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/accosting-transactions monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136140377-35FY4OMAMH5J82Z48A4E/Figure+1.png Archive - Accosting Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136159219-ZNJK1ZAE1N1X9CXE4ODD/Figure+2.png Archive - Accosting Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657136184054-PRQ5BCE631DOIJIUUOKQ/Figure+3.png Archive - Accosting Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/where-the-money-is monthly 0.5 2022-07-06 https://verdadcap.com/archive/managing-risk-when-credit-spreads-rise monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657135794823-RS4ZDKFFK3PGZ3KXN9WK/Figure+1.png Archive - Managing Risk When Credit Spreads Rise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657135808612-PWICAWHAXRMF4OT22EJM/Figure+2.png Archive - Managing Risk When Credit Spreads Rise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657135822478-PO0VUDI5ANA049K8I5GW/Figure+3.png Archive - Managing Risk When Credit Spreads Rise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657135835414-KGB5YX0NOEEZY9XCLPU7/Figure+4.png Archive - Managing Risk When Credit Spreads Rise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1657135845500-BVJF32DJZ34LIUCBH9AS/Figure+5.png Archive - Managing Risk When Credit Spreads Rise - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/private-equity-still-overrated-and-overvalued monthly 0.5 2022-06-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109726861-9FRNIURADCZVPR423AL2/Exhibit+1.png Archive - Private Equity: Still Overrated and Overvalued? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109758346-9OJRG0GAUAKLHZBTOF32/Exhibit+2.png Archive - Private Equity: Still Overrated and Overvalued? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109771045-P87N40KUBD1HW8XM2SCX/Exhibit+3.png Archive - Private Equity: Still Overrated and Overvalued? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109787172-22F7Z5VNGUFOWIJYG6HV/Exhibit+4.png Archive - Private Equity: Still Overrated and Overvalued? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109808198-4PAH2AERSYXV5A8LBAJB/Exhibit+5.png Archive - Private Equity: Still Overrated and Overvalued? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109821994-7PXFOXCYXWXY2ULQTBDJ/Exhibit+6.png Archive - Private Equity: Still Overrated and Overvalued? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/crisis-investing-in-europe monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109511443-Q91E39AM7F8WGA0H20BB/Exhibit+1.png Archive - Crisis Investing in Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109529303-4VVCU976UM380UI3XTAH/Exhibit+2.png Archive - Crisis Investing in Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109543117-P92SL71XONYZFGIRPHUE/Exhibit+3.png Archive - Crisis Investing in Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109553283-EGQW1ESPU23YPK3RJL5J/Exhibit+4.png Archive - Crisis Investing in Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-fed-amp-the-bond-market monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109254954-4ENLENPZRVKERIHRBA53/Exhibit+1.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109270595-EKYX2TXJPAHZIZW7GTHZ/Exhibit+2.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109283140-4N7F799Z22A7P6UKM8A6/Exhibit+3.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109297203-VAVXHQJEB7TQSPR1OBPB/Exhibit+4.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109312364-ZYD9HKURE0D3H722K3BH/Exhibit+5.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109327557-68YWDYBJZ6TD08ZK7AIW/Exhibit+6.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109340811-DIYE6BKA8QH0VU08JWGS/Exhibit+7.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1654109352179-U9CU7NN0QT8T67K00EUO/Exhibit+8.png Archive - The Fed & the Bond Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/em-crisis-investing-a-deeper-dive monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866419517-7DLQB1LOGC85EWQ968N0/Figure+1.png Archive - EM Crisis Investing, a Deeper Dive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866429027-VT65NTYSGJUY5BPHHMMX/Figure+2.png Archive - EM Crisis Investing, a Deeper Dive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866440723-I6O8AU7BPUAKU9HJH2BD/Figure+3.png Archive - EM Crisis Investing, a Deeper Dive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866449732-USEVWQLWZP12CWI5C4GY/Figure+4.png Archive - EM Crisis Investing, a Deeper Dive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866482978-P7OUYOQ9NS5B2FKT44ST/Figure+5.png Archive - EM Crisis Investing, a Deeper Dive - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/homeland-securities monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866252174-DY7XHN4WB972VT3B8NO0/Figure+1.png Archive - Homeland Securities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866259418-6ULXFB65XM7CUYP6Y4Z1/Figure+2.png Archive - Homeland Securities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866268023-GL7DIEED84DOV5PTOD73/Figure+3.png Archive - Homeland Securities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866277262-D0PQFY6R4IV1ZFZ4A6CR/Figure+4.png Archive - Homeland Securities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/confidence monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866071503-J1MYFGIJ2KVM5PG4G0DR/Figure+1.png Archive - Confidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866082256-3T7C2BWS975F0QNLV5DO/Figure+2.png Archive - Confidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866093995-A1AWBAHJUGJ3ENXL1570/Figure+3.png Archive - Confidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651866101765-WYFK8C4Z19JG7Y07L2YQ/Figure+4.png Archive - Confidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/risk-reward-in-a-hiking-cycle monthly 0.5 2022-05-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865877507-MOWO95YH8XT3WIR7IU5P/Figure+1.png Archive - Risk-Reward in a Hiking Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865885774-N80016PF1UPOXOE1M6UW/Figure+2.png Archive - Risk-Reward in a Hiking Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865896631-WCFYD1AUKTUL0OJ7A4T6/Figure+3.png Archive - Risk-Reward in a Hiking Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865906077-GH63DYW5YGTY008VF47J/Figure+4.png Archive - Risk-Reward in a Hiking Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865913942-A47P5LEUVR364ZRM3TKG/Figure+5.png Archive - Risk-Reward in a Hiking Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/inflation-amp-lost-decades monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651863311003-9N0ZUU96QMMDPMEFV3O8/Figure+1.png Archive - Inflation & Lost Decades - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651863328792-RN86BOHA9REI3QMTCRA2/Figure+2.png Archive - Inflation & Lost Decades - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865695905-UWNUBPIV0HBLUQAJBL5I/Figure+3.png Archive - Inflation & Lost Decades - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865705673-U7BB2LRSZLM0DF2P7422/Figure+4.png Archive - Inflation & Lost Decades - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865715543-ZMNHHQIOCAC7MMJWC5WX/Figure+5.png Archive - Inflation & Lost Decades - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651865724942-OQN6UWRO5582IXR32HMP/Figure+6.png Archive - Inflation & Lost Decades - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/drivers-of-deep-value-international-evidence monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651863168396-RO7B4DAAH7VIF9JQMUID/Figure+1.png Archive - Drivers of Deep Value: International Evidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651863182655-64LQURYBBONKL2FDFXXC/Figure+2.png Archive - Drivers of Deep Value: International Evidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-loan-engine monthly 0.5 2022-05-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651863050836-DYOM6LI1QLBOO7BABZTY/Figure+1.png Archive - The Loan Engine - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651863058023-2XI66RILM5ST9VQDF1L5/Figure+2.png Archive - The Loan Engine - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/cryptos-confusing-new-landscape monthly 0.5 2022-05-06 https://verdadcap.com/archive/the-crisis-in-turkey monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862758135-3M3AV08QCG5DGM0RI40E/Figure+1.png Archive - The Crisis in Turkey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862764863-Q2Y1MLSCU9J1J3227LO4/Figure+2.png Archive - The Crisis in Turkey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862777741-WNLBQK9KVI15MNUGO3UW/Figure+3.png Archive - The Crisis in Turkey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862787210-C9AKOX0U7XOP239H0OO9/Figure+4.png Archive - The Crisis in Turkey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862796211-V7DEP4INDA61XB72ULZJ/Figure+5.png Archive - The Crisis in Turkey - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/japans-economic-recovery monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862544510-U4Y2J8Q4N1VPFD019YQK/Figure+1.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862554437-4WVCLF9Y8UM6D73006JH/Figure+2.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862563544-ENLLOIY3MVS4GJUVK1IQ/Figure+3.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862574680-SUW4KHGPME5WHRR55GQT/Figure+4.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862584605-A1X052EI0BS6KGVJOEQM/Figure+5.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862596857-ISH3NL6FHIW8UYTEVDNB/Figure+6.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862614094-9H93ZY50EF714OJRDLPC/Figure+7.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862622794-SKO9A9WNB03ZK9JQNEJ0/Figure+8.png Archive - Japan's Economic Recovery - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/king-dollar monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1650040247330-XYW1WIQGRX08EIKYL64J/Figure+1.png Archive - King Dollar - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1650040259979-45WPS93PGPWCNEL0NR5G/Figure+2.png Archive - King Dollar - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1650040272835-ZHJD9L3B7FNBPK36H653/Figure+3.png Archive - King Dollar - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1650040283523-W1BCUWXTVQOU6JIE3DB9/Figure+4.png Archive - King Dollar - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/h8jhj70lbkidxtef7sru4496pg5vx1 monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862136806-MPC0P0KLV1BSI80ZGJ27/Figure+1.png Archive - If by Bitcoin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862151312-AEGL57DCMIL2EX33ND06/Figure+2.png Archive - If by Bitcoin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862168189-YXYQ32J79EL91SM5ARIX/Figure+3.png Archive - If by Bitcoin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1651862187031-QNJWN41XT0GMMQ3NGNMJ/Figure+4.png Archive - If by Bitcoin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-power-law monthly 0.5 2022-03-10 https://verdadcap.com/archive/bubble-stock-meltdown monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1646938368313-7T83DEYE70JKZ4C1E6KK/Figure+1.png Archive - Bubble Stock Meltdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1646938384114-C4CHDQT929AAA2RS739M/Figure+2.png Archive - Bubble Stock Meltdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1646938397641-ULFT95ADL9NOISCLZR1J/Figure+3.png Archive - Bubble Stock Meltdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/how-to-worry-about-duration monthly 0.5 2022-01-26 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218754999-WA51TM9QZ2SIU6SXX0U7/Figure+1.png Archive - How to Worry about Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218768858-9M9KZAV4JV5SCB3R0PJS/Figure+2.png Archive - How to Worry about Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218791211-3XK62RNBAI33S9D2PJ7I/Figure+3.png Archive - How to Worry about Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218812973-3JCB6XSQHI1N9X7MORVH/Figure+4.png Archive - How to Worry about Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218827462-IMJYFVNMEEG8846LXJPX/Figure+5.png Archive - How to Worry about Duration - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/japans-empire-builders monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218434372-64L4ZSCEPDPQNOM0HKEF/Figure+1.png Archive - Japan's Empire Builders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218452006-6DU3JEGYJ93L7XQ4BBW0/Figure+2.png Archive - Japan's Empire Builders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218471770-N4GBCFHN63SPDGSB7PX5/Figure+3.png Archive - Japan's Empire Builders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218484705-QXXUM59ONFUEUTN4FEQS/Figure+4.png Archive - Japan's Empire Builders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-perfect-portfolio monthly 0.5 2022-01-26 https://verdadcap.com/archive/picking-funds-and-indices monthly 0.5 2022-01-26 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218022151-O6E0YYU35J636XODNUO2/Figure+1.png Archive - Picking Funds and Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218037889-WYQJCGWZH7XC99M9MRG7/Figure+2.png Archive - Picking Funds and Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1643218063735-9LDL5HGYIRMXZZKSI90Y/Figure+3.png Archive - Picking Funds and Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/investing-in-banks monthly 0.5 2021-12-20 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031333362-6T6C6RI2B7NOZVKEH0TW/Figure+1.png Archive - Investing in Banks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031345790-NI809B0O8K01YQ4JYBGP/Figure+2.png Archive - Investing in Banks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031358663-SC5HIQ0B48ZQ0DI932QV/Figure+3.png Archive - Investing in Banks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031392858-1UHW43GIANED3YKXM67O/Figure+4.png Archive - Investing in Banks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031415312-45E2M5NT7T8DG1S8L42J/Figure+5.png Archive - Investing in Banks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/credit-driven-asset-price-inflation monthly 0.5 2021-12-20 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031005876-NM334R5NNKXZU119C4X2/Figure+1.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031021926-VSE5BPAVZLW5AQL7XX8B/Figure+2.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031033537-5SPQMBWA29IFETI1THRX/Figure+3.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031051246-HWHPU2Z3CVXLASR0JQF2/Figure+4.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031064842-1T6SBJKPBKFX16E8I0CU/Figure+5.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031077135-GI257SI9881BX9U6K2WL/Figure+6.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031091597-HMW4O1JTZ6973KG6SFX9/Figure+7.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031104253-FH3FLHP5H61L11ROR98C/Figure+8.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640031118502-6TGIZZ4CF519DGVSF9XJ/Figure+9.png Archive - Credit-Driven Asset Price Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/thank-you monthly 0.5 2021-12-20 https://verdadcap.com/archive/flipping-the-script-on-fx monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030713320-K54YAO8J98A8Z1YC1FW4/Figure+1.png Archive - Flipping the Script on FX - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030729517-OD2IH8F0QO63SO81Z88E/Figure+2.png Archive - Flipping the Script on FX - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030741884-LP7GFX6J1PCR6BGMI69T/Figure+3.png Archive - Flipping the Script on FX - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030753775-5JWAMOARFEBG1KRLLLXR/Figure+4.png Archive - Flipping the Script on FX - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030766496-KHP0DDPN75FJNIEY6FC2/Figure+5.png Archive - Flipping the Script on FX - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/understanding-systematic-fx-strategies monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030448064-UDFGU19DUEF9WVVDZG89/Figure+1.jpg Archive - Understanding Systematic FX Strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030463370-2ETHZP5QZNZHA6WQV8JS/Figure+2.png Archive - Understanding Systematic FX Strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030495174-X8ZXIHZORVDNWRE6SNIU/Figure+3.png Archive - Understanding Systematic FX Strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030508150-73KNEVJ9KSU9T1AY3SIZ/Figure+4.png Archive - Understanding Systematic FX Strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030520331-C984DLK4A2FUJA26EF1X/Figure+5.png Archive - Understanding Systematic FX Strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/whatever-happened-to-fx monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030227913-Z2EURWW9UIKCQY1YF3PO/Figure+1.png Archive - Whatever Happened to FX? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030247018-X4GTVE1081EYBMP82W40/Figure+2.png Archive - Whatever Happened to FX? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030267201-HWZRWRGA7UV5J087YRNY/Figure+3.png Archive - Whatever Happened to FX? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030280460-SH7PJOARSLH0AI88A74P/Figure+4.png Archive - Whatever Happened to FX? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-great-equalizer-part-ii-evidence-from-europe monthly 0.5 2021-12-20 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030058292-KHR9HFG8W3FSMX54NYH2/Figure+1.png Archive - The Great Equalizer Part II: Evidence from Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030074306-Z8KKCAZ8PMXCVZDSPKEI/Figure+2.png Archive - The Great Equalizer Part II: Evidence from Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640030085628-SBP120FKG2TLVM2JQBQ7/Figure+3.png Archive - The Great Equalizer Part II: Evidence from Europe - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/two-sides-of-the-coin monthly 0.5 2021-12-20 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029800228-GZAUVO5YU2J310X7XB0F/Figure+1.png Archive - Two Sides of the Coin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029820198-LSGP4I0DSFDC4LBUCBHA/Figure+1B.png Archive - Two Sides of the Coin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029840034-8DQI56UWN5ERM7RAC1EQ/Figure+2.png Archive - Two Sides of the Coin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029857633-HB3G37RX9CMPC8W0NSPY/Figure+3.png Archive - Two Sides of the Coin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029887176-SDW63AV20ONZI4V5NOK6/Figure+4.png Archive - Two Sides of the Coin - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/understanding-the-spike-in-oil-prices monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029583211-909J1GRB1ICARN8EVFVU/Figure+1.png Archive - Understanding the Spike in Oil Prices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029596364-I6XQ7IQC4JAJPHVF3ZZI/Figure+2.png Archive - Understanding the Spike in Oil Prices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029610054-D2SZNJXZ1T2BMAU5YQRD/Figure+3.png Archive - Understanding the Spike in Oil Prices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/diversification-correlation-and-the-business-cycle monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029359599-1BV9GJZKBEQOL9K1EH6U/Exhibit+1.png Archive - Diversification, Correlation, and the Business Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029375263-FSFOFM4TQTABADVL0ZHR/Exhibit+2.png Archive - Diversification, Correlation, and the Business Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029393024-4OQFRO9XR2HVM5CMZ2OJ/Exhibit+3.png Archive - Diversification, Correlation, and the Business Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1640029413361-8545GEDG6ST0YWMNPWE2/Exhbit+4.png Archive - Diversification, Correlation, and the Business Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/how-does-quality-work monthly 0.5 2021-10-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633446007431-CSLCVO1YXF1BGMWGQAVM/Exhibit+1.png Archive - How Does Quality Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633446023600-VKC9P7GEXOG91VX5JI78/Exhibit+2.png Archive - How Does Quality Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633446041241-PTIMU2BFH8T5EV71AK5Y/Exhibit+3.png Archive - How Does Quality Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633446052202-5D2U8833E8QOEKFNVPBO/Exhibit+4.png Archive - How Does Quality Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1634318194478-A2N3Z33KFWE7V1IT820C/Exhibit+5+%282%29.png Archive - How Does Quality Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1634318095968-QMVC5YFIPWLO167JZWLM/Exhibit+6.png Archive - How Does Quality Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-efficacy-amp-cost-of-hedging-with-options monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445669742-GA1P8PMOYDLR8XYAEDUG/Exhibit+1.png Archive - The Efficacy & Cost of Hedging with Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445682913-K6740SLSFZCX84DPHW14/Exhibit+2.png Archive - The Efficacy & Cost of Hedging with Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445704027-YMANHJ3FYO6DR6E64WXS/Exhibit+3.png Archive - The Efficacy & Cost of Hedging with Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445718928-3N2NNUFOXKTXHXFRDXDW/Exhibit+4.png Archive - The Efficacy & Cost of Hedging with Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445735752-LUCP0OB93Z7LW9RA3DI0/Exhibit+5.png Archive - The Efficacy & Cost of Hedging with Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-macro-view-of-factors monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445438740-166OM177399O4BRVIQGO/Exhibit+1.png Archive - A Macro View of Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445464989-T3GWDM1QQAX9K5DOABO3/Exhibit+2.png Archive - A Macro View of Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445477276-CP4V59F305Y47TQFHLJ1/Exhibit+3.png Archive - A Macro View of Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445494048-287HF70EX9S9XAPKNPKN/Exhibit+4.png Archive - A Macro View of Factors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/verdads-intern-curriculum monthly 0.5 2021-10-05 https://verdadcap.com/archive/the-butterfly-effect monthly 0.5 2021-10-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633445071578-0S055MYOTGNTDYQWT9UC/Exhibit+1.png Archive - The Butterfly Effect - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-whale-of-a-tail-the-bank-of-japans-etf-hoard-1 monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444810719-71TPYC12FV09I17CQTAN/Exhibit+1.png Archive - A Whale of a Tail: The Bank of Japan's ETF Hoard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444830650-3W51L8A22R6EH9LH8C1H/Exhibit+2.png Archive - A Whale of a Tail: The Bank of Japan's ETF Hoard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444850854-UKV7JGN6XPY150NJ9OY4/Exhibit+3.png Archive - A Whale of a Tail: The Bank of Japan's ETF Hoard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444868917-VO7U5RIJKBZVJMR92A2T/Exhibit+4.png Archive - A Whale of a Tail: The Bank of Japan's ETF Hoard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444897062-YNHB8JT6P0WDF9FJMB0J/Exhibit+5.png Archive - A Whale of a Tail: The Bank of Japan's ETF Hoard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/a-whale-of-a-tail-the-bank-of-japans-etf-hoard monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444590269-S3BEOK4QH9KEI7YBRFVB/Exhibit+1.png Archive - A Whale of a Tail: The Bank of Japan's ETF Hoard - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/verdad-news monthly 0.5 2021-10-05 https://verdadcap.com/archive/are-financial-crises-predictable monthly 0.5 2021-10-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444343941-UK31G55ALWA0VIQQ0JAH/Exhibit+1.png Archive - Are Financial Crises Predictable? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444358969-9L9CYOT3573BJV5AVUWZ/Exhibit+2.png Archive - Are Financial Crises Predictable? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444372437-UENF0KR7KKZRWV4PX9XW/Exhibit+3.png Archive - Are Financial Crises Predictable? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444386938-9Y6JF3RVZMLXRSLZ831T/Exhibit+4.png Archive - Are Financial Crises Predictable? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/whats-the-point-of-hedge-funds monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444098876-SSKF1R33MFVD5G9K78H0/Exhibit+1.png Archive - What’s the point of hedge funds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444145720-35ASBAK4RM8EI6DG3AR9/Exhibit+2.png Archive - What’s the point of hedge funds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444162139-ZZGXDNHLNUV3M0OB8OB5/Exhibit+3.png Archive - What’s the point of hedge funds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444183412-WE2LSW0QUZ5NHGAE34V4/Exhibit+4.png Archive - What’s the point of hedge funds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633444208107-MY6IF9QJSNDSIIO358LC/Exhibit+5.png Archive - What’s the point of hedge funds? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/equity-investing-in-inflationary-environments monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633443808963-WX3GHLFKR8D3TVBZBVKD/Exhibit+1.png Archive - Equity Investing in Inflationary Environments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633443821286-XT5WIMPMBJI2MNGHY7KQ/Exhibit+2.png Archive - Equity Investing in Inflationary Environments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633443840512-BZ3WD5HMY6S776N2P3D8/Exhibi+3.png Archive - Equity Investing in Inflationary Environments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/trend-following monthly 0.5 2021-07-28 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627485167949-FQ1ALX1CRH8ET29APT8V/Figure+1.png Archive - Trend Following - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627485183798-G7B87I8WISTFPXWEARCR/Figure+2.png Archive - Trend Following - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627485196076-LA2L6W0KS4ABM4TAW4OW/Figure+3.png Archive - Trend Following - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/cash-and-equivalents monthly 0.5 2021-07-28 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627484868182-NG8F9P3NFGXFWI7C74MP/Figure+1.png Archive - Cash and Equivalents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627484882953-DITRXJQADHKALB47P5SS/Figure+2.png Archive - Cash and Equivalents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627484894182-4UKUXQTHBRQ5CZJ5EQRN/Figure+3.png Archive - Cash and Equivalents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1627484910194-LFP8TI96NVY6WZJZ6EOE/Figure+4.png Archive - Cash and Equivalents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/on-low-treasury-yields monthly 0.5 2021-06-28 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624897507821-G1RU8Y98GH2GARJODLPI/Figure+1.png Archive - On Low Treasury Yields - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624897530106-6DAHASDO1TQCAR445WQ8/Figure+2.png Archive - On Low Treasury Yields - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624897555831-RMSSCYF0ZX8BXY74HKCN/Figure+3.png Archive - On Low Treasury Yields - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624897569916-9YRIPBFY0Q6NHUX554IL/Figure+4.png Archive - On Low Treasury Yields - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624897587426-RULBNCY6NUPBG9NCZYBB/Figure+5.png Archive - On Low Treasury Yields - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/doctor-copper monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629773180-0XXOP91VBRK8MTBT2ZW9/Figure+1.png Archive - Doctor Copper - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629786705-OI1OFPAHUC9DUAVAYPTR/Figure+2.png Archive - Doctor Copper - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629800723-4XPFU2SYWBK65APE8F20/Figure+3.png Archive - Doctor Copper - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629819954-J5K634M6UFKLTYZKWBGU/Figure+4.png Archive - Doctor Copper - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629833920-QXRGUBKEEFALW6C6NIJZ/Figure+5.png Archive - Doctor Copper - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-golden-constant monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629287115-QAPM28DNOAZO1G407XYM/Figure+1.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629300240-8SRXYELALFI1WGZ1SFUB/Figure+2.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629313407-J7D6IC47845R1E0EIR6P/Figure+3.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629327073-UP11FOMQLTP3KEKX13SI/Figure+4.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629340837-LDCZXPLPN78ZLD2P2BRW/Figure+5.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629355167-X5NE80VWS8WDJHUTZO0F/Figure+6.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629367421-IYKQ9PVK2E4709JS5XPF/Figure+7.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629382868-Q6L1HU723F9J099CP1ZB/Figure+8.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629397587-EY72CU5F0W1ALEJ5G351/Figure+9.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629410860-U98S328MH2QIWHIKUGCB/Figure+10.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629426556-BM14YBYY5LYL24VLFHGD/Figure+11.png Archive - The Golden Constant - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/on-oil monthly 0.5 2021-06-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629002195-DBM1ABKI2Q529H09UGVA/Figure+1.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629017841-DXQ253C9W9RFT8JTG5B6/Figure+2.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629038613-IQO7ULYLAHYA75USJNKO/Figure+3.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629062191-FHNH8NZHOAN6ZWU82XOF/Figure+4.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629079208-4YZ0OJLO6FSZZ5CX8YDP/Figure+5.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629092880-7S1BYCQ5PQ7FQETUQJUF/Figure+6.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624629107230-QQMDB5PC4QPS95H538X4/Figure+7.png Archive - On Oil - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/factor-investing-in-commodities monthly 0.5 2021-06-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628777794-USOGBUYVLT75V23I77L3/Figure+1.png Archive - Factor Investing in Commodities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628795318-J09LB0NWCNP9G653H9JA/Figure+2.png Archive - Factor Investing in Commodities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-rise-and-fall-of-commodity-indices monthly 0.5 2021-06-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628553807-NYGZARUU60N8ERU19N22/Figure+1.png Archive - The Rise and Fall of Commodity Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628567943-MRDLP1BT8I6B2RLHDV1O/Figure+2.png Archive - The Rise and Fall of Commodity Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628581219-46JFQ34HMA5F8FZ21Y0M/Figure+3.png Archive - The Rise and Fall of Commodity Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628595281-V6J2GU131Y14MXU6FEDY/Figure+4.png Archive - The Rise and Fall of Commodity Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1624628608410-4WABNALJUNKOFJYDIZCG/Figure+5.png Archive - The Rise and Fall of Commodity Indices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-best-macro-indicator monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559345629-CDFOJSO4V1NNEWJHGPK6/Figure+1.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559359330-ANLXQW7CS8VJ95EEQUWN/Figure+2.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559374518-97BLU8KCWTCXD31C5ZYU/Figure+3.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559389068-6N1GN7WG2LYREYE9CV2V/Figure+4.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559401680-MK9QGXI8Y4VBK7Z73SXC/Figure+5.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559414752-16VA4QX5BT8DFAORYIOF/Figure+6.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559427960-MX4AQJHSBS8FTWB0IK6D/Figure+7.png Archive - The Best Macro Indicator - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/weighting-on-china monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559038516-6XJ7QC29BDQZ4G6Y7ZAI/Figure+1.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559064862-CB4IUGHLX44CYY1ON6MU/Figure+2.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559077609-23Q3YB63S007YGGE3U67/Figure+3.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559090361-TVOEULIWDCWC99CUK78Y/Figure+4.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559103903-PSFCYLPAL800ZYGE2R2T/Figure+5.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559118306-J3FKC6D4WVIYSO5Q88JF/Figure+6.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559130594-1X4O3TICRA89UIERLXWV/Figure+7.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622559147586-657P0FCZ6TGUCCS22DCV/Figure+8.png Archive - Weighting on China - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/the-next-decade-in-european-value monthly 0.5 2021-06-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558764306-LA9285QTZSLJ9ZXUSHBK/Figure+1.png Archive - The Next Decade in European Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558781160-43DJHVSPI5EAUNG8A8P4/Figure+2.png Archive - The Next Decade in European Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558794504-Q4NK7ISK5AGQ4646X22T/Figure+2+B.png Archive - The Next Decade in European Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558813205-MFV06JLV7IV4PK5YQRWB/Figure+3.png Archive - The Next Decade in European Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558831668-8IOZMU99H8P01UCKRLC3/Figure+4.png Archive - The Next Decade in European Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/do-treasuries-still-work monthly 0.5 2021-06-02 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558475472-LHNRVVEJJ1MSGDZIL6LI/Figure+1.png Archive - Do Treasurys Still Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558500084-7DG2UQ5SWCHWR6HBVTBJ/Figure+2.png Archive - Do Treasurys Still Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558515035-4BUJNSY0M0X30BUOU9LX/Figure+3.png Archive - Do Treasurys Still Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1622558537490-8QGAXDOWYYSNPT484J3N/Figure+4.png Archive - Do Treasurys Still Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/testing-a-countercyclical-approach-to-asset-allocation monthly 0.5 2021-05-17 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281229835-KI45SWQMKMWPS96WFHSI/Prelim+chart.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281263875-GGP42QQIAJ6XS87G61YC/Figure+1.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281280421-6XYHXOYXZ6E29L8OTCOU/Figure+2.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281297279-YSULQK6816AIF4HHPY6R/Figure+3.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281317913-D3LTKH5I0OH40KF9LJKY/Figure+4.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281334488-7E1FLBPY475XY3CBSAXO/Figure+5.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281347379-22LXZUVOMC4AFORMSQW8/Figure+6.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281361759-BWJE59QGTPGGX30STV5F/Figure+7.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281377982-EUQNM2GZQHVMXKVZRD7E/Figure+8.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281408860-R6XYNH0PNEMWMWGN4V8J/Figure+9.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621281422584-UIA9HWCELBTAG6W649X8/Figure+10.png Archive - Testing a Countercyclical Approach to Asset Allocation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/designing-a-countercyclical-strategy monthly 0.5 2021-05-17 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280621685-5C8CEDWDSQNNDTUFLR0T/Exhibt+1.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280644297-L3A34F886CC16ZBMI5G5/Exhibit+2.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280660200-Z7D9TAR09M7XDGSKEVTA/Exhibit+3.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280679844-X19XFL0VZ4SL7MKIJFM9/Exhbit+4.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280694212-QBGBX1WOFD9EGFTRTX8T/Exhibit+5.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280711492-D5LJ3RF4XC93S7PGBCC4/Exhibit+6.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280731194-R3RB5ER47A1GL6TN2Z7H/Exhibit+7.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280747853-NH8ETW9RWUJOPG6UUPA2/Exhibit+8.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280769825-OBPV2DBZSD36OZJYXCRG/Exhibit+9.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280866731-E8WSSHZ9XKAD216FBKLX/Exhibit+10.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280883017-B3B3WTGF1BXHO6SFRL91/Exhibit+11.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280900953-KARI6Y1T35ZTTZ89AN2M/Exhibit+12.png Archive - Designing a Countercyclical Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/death-to-the-lost-decade monthly 0.5 2021-05-17 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280303101-4QWSUKZD1OHI3L2HH7EC/Exhibit+1.png Archive - Death to the Lost Decade - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280326350-TK89ECJXL9X8I879BBT6/Exhibit+2.png Archive - Death to the Lost Decade - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280350915-D1IKWGK04CCODOXS81B2/Exhibit+3.png Archive - Death to the Lost Decade - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1621280374186-NY84TO3BFM9WNNGOAVWC/Exhibit+4.png Archive - Death to the Lost Decade - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/archive/countercyclical-asset-allocation monthly 0.5 2021-04-13 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1618327014392-V5UFUGTZ4RFL0QTNJ3IF/Exhibit+1.png Archive - Countercyclical Asset Allocation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1618326998495-JSFF7ZW1WXJP7L59DMAA/Exhibit+2.png Archive - Countercyclical Asset Allocation https://verdadcap.com/archive/inflation-overvaluation-and-the-future-of-diversification monthly 0.5 2021-04-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617639482202-KUTZY4Z3POK7MDZW5V31/Exhibit+1.png Archive - Inflation, Overvaluation and the Future of Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617639497894-S3FEB14RITHEFSKWVA8A/Exhibit+2.png Archive - Inflation, Overvaluation and the Future of Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617639511109-ZRMT6FTDKMWG3APMFLE5/Exhibit+3.png Archive - Inflation, Overvaluation and the Future of Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617639525540-BPAV1CZHIS7IS156V3GN/Exhibit+4.png Archive - Inflation, Overvaluation and the Future of Diversification https://verdadcap.com/archive/the-economic-recovery-in-japan monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616512254971-DTLD4CSHNR4SKR9S8XSQ/Exhibit+1.png Archive - The Economic Recovery in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616512271223-2DXOIJVDDYGNQSFW7CA2/Exhibit+2.png Archive - The Economic Recovery in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616512285941-80MRZ4ZHRBL089N7ORPL/Exhibit+3.png Archive - The Economic Recovery in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616512318189-N5X4X8V6QIC3O9M7P6US/Exhibit+4.png Archive - The Economic Recovery in Japan https://verdadcap.com/archive/on-inflation monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616080467909-B5UCV4TMHS337ICQH485/Exhibit+1.png Archive - On Inflation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616080491826-Z8WHBZR2EGD1AV13PQFR/Exhibit+2.png Archive - On Inflation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616080512325-I7FVVXS0PF6DIZJBYQ5U/Exhibit+3.png Archive - On Inflation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616080531324-L73HR9FBW7PHQ2PGUH4O/Exhibit+4.png Archive - On Inflation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616080562643-U191UA8J98VVSA15P4Q0/Exhibit+5.png Archive - On Inflation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616080587169-4IBTNO89HPHVXOJJ2XMK/Exhibit+6.png Archive - On Inflation https://verdadcap.com/archive/a-strategy-for-emerging-market-crises monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214661846-NDO8DYYJNALW47L88ZGP/Figure+1.png Archive - A Strategy for Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214675989-WG7YG2DZYADEJOCHF4SZ/Figure+2.png Archive - A Strategy for Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214689996-5K7DSYS0GL7OLAXOU15O/Figure+3.png Archive - A Strategy for Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214705076-P30RLXY614JY7IEMMRE8/Figure+4.png Archive - A Strategy for Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214722566-X5ZL3JAJKY1K0J2GQ2FJ/Figure+5.png Archive - A Strategy for Emerging Market Crises https://verdadcap.com/archive/emerging-market-crises monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214272573-V8IX46Y1WJJCCXTBG4ZL/Exhibit+1.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214340587-KOBM33CGQOW5SD6W1MDQ/Exhibit+2.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214361794-AJFERQANUAR9P0IO1T1V/Exhibit+3.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214379285-RRAFSRU19R68CG56NIT7/Exhibit+4.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214395665-FBREXLPSM4WY954SFULZ/Exhibit+5.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214414393-L2XT3Q8E59EZZU4XTENL/Exhibit+6.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214431096-Y7UWC92C9794CPPSYB8E/Exhibit+7.png Archive - Emerging Market Crises https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1615214447893-GEPWWC32HSU6GI4D9AY2/Exhibit+8.png Archive - Emerging Market Crises https://verdadcap.com/archive/emerging-markets-slow-growth-high-volatility monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1613570084421-EDGJXMHWMLLD5VJYNGKW/Figure+1.png Archive - Emerging Markets: Slow Growth, High Volatility https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1613570114528-OIN9N4O1P7FKR0SH81T3/Figure+2.png Archive - Emerging Markets: Slow Growth, High Volatility https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1613570138207-63XUODZQ565187E1XXKW/Figure+3.png Archive - Emerging Markets: Slow Growth, High Volatility https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1613570155662-IAQ889UM23EZYCU922PH/Figure+4.png Archive - Emerging Markets: Slow Growth, High Volatility https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1613570170854-6ABNREN3MY56T7XFVXSP/Figure+5.png Archive - Emerging Markets: Slow Growth, High Volatility https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1613570189506-65CQUQZXQLTPI2RUH4YE/Figure+6.png Archive - Emerging Markets: Slow Growth, High Volatility https://verdadcap.com/archive/emerging-markets-crisis-investing monthly 0.5 2021-03-18 https://verdadcap.com/archive/the-grocery-store-puzzle monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613993530-DDNVSX9FLZQXVJBV6I2O/Exhibit+1.png Archive - The Grocery Store Puzzle https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611614009703-0Z2ZS1KD2ILX6Z80IQRU/Exhibit+2.png Archive - The Grocery Store Puzzle https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611614024248-YBNSC89Q1D0CY8IW2MAJ/Exhibit+3.png Archive - The Grocery Store Puzzle https://verdadcap.com/archive/investing-in-a-bubble monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613809516-1UQS398I16QNT9P1099C/Exhibit+1.png Archive - Investing in a Bubble https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613829965-1U6145N05BFFXQ6SSZND/Exhibit+2.png Archive - Investing in a Bubble https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613854961-P18B8HNTJ8ML6JIYNR4M/Exhibit+3.png Archive - Investing in a Bubble https://verdadcap.com/archive/the-irony-of-growth monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613611583-LEMFCPOFEEYVSFRZX67D/Exhibit+1.png Archive - The Irony of Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613636796-5057O9DNKHS00DY5CX1W/Exhibit+2.png Archive - The Irony of Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1611613654685-VVKNGPVN1D3D2FOC2KA8/Exhibit+3.png Archive - The Irony of Growth https://verdadcap.com/archive/waves-in-ship-prices-amp-investment monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395340428-HTXH4BPE1HI3YGQX5G6V/Exhibit+1.png Archive - Waves in Ship Prices & Investment https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395366846-MHMQTEL57UMQ1G7DAJV4/Exhibit+2.png Archive - Waves in Ship Prices & Investment https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395390234-8Z739F06S5YPZBH5VT27/Exhibit+3.png Archive - Waves in Ship Prices & Investment https://verdadcap.com/archive/capturing-excess-returns-from-rating-changes monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395118307-QW3VIWYPJVCEP7BJXOP0/Exhibit+1.png Archive - Capturing Excess Returns from Rating Changes https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395135802-VVU8AE73UZOUD3L7QVHB/Exhibit+2.png Archive - Capturing Excess Returns from Rating Changes https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395156933-OZCWOWK5CC6S9XM4EO04/Exhibit+3.png Archive - Capturing Excess Returns from Rating Changes https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610395182940-6SGNR2HIT56OLK4KRI9F/Exhibit+4.png Archive - Capturing Excess Returns from Rating Changes https://verdadcap.com/archive/forecasting-bond-upgrades-and-downgrades monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394838201-7XWGRMMH97RUH35R0BGE/Exhibit+1.png Archive - Forecasting Bond Upgrades and Downgrades https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394860050-AF9K16YUYNPIMZNYT0MI/Exhibit+2.png Archive - Forecasting Bond Upgrades and Downgrades https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394882292-4VEIHWTWCWKR7RE0RVQA/Exhibit+3.png Archive - Forecasting Bond Upgrades and Downgrades https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394901737-PJJJY7DBF3QW41JRQ5YV/Exhibit+4.png Archive - Forecasting Bond Upgrades and Downgrades https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394920983-E4UKCFPEHUDLRDG33766/Exhibit+5.png Archive - Forecasting Bond Upgrades and Downgrades https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394945771-OQICRD30YN1TT8XFFR28/Exhibit+6.png Archive - Forecasting Bond Upgrades and Downgrades https://verdadcap.com/archive/beyond-yield monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394629491-3PQ8RYLEAZR29NEQ1WFI/Exhibit+1.png Archive - Beyond Yield https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1610394650835-JKQ02HPU8G3VC3N8T5FJ/Exhibit+2.png Archive - Beyond Yield https://verdadcap.com/archive/horses-for-courses monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640711146-3LR44XIJYVEH4CNLU6K3/Exhibit+1.png Archive - Horses for Courses https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640726455-Q4GA2QV6ZIHNTZRECVND/Exhibit+2.png Archive - Horses for Courses https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640741208-M7XBSRMZP3HHRGV1M2TB/Exhibit+3.png Archive - Horses for Courses https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640757645-JZDMJJ7M14QAR87BJ2FU/Exhibit+4.png Archive - Horses for Courses https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640771336-BXAV2W5GOVRICA09YCOR/Exhibit+5.png Archive - Horses for Courses https://verdadcap.com/archive/post-crisis-returns-in-europe monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640355211-QX8JAX8S1F4YWVR5UWZE/Exhibit+1.png Archive - Post-Crisis Returns in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640375858-R2O0WFO2RBC6WH1UCSSS/Exhibit+2.png Archive - Post-Crisis Returns in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640393109-WGD7X31GURCTL3FMEQHF/Exhibit+3.png Archive - Post-Crisis Returns in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640409031-4RYNCUL0PBC1P7N06309/Exhibit+4.png Archive - Post-Crisis Returns in Europe https://verdadcap.com/archive/the-great-equalizer monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640066674-F19CN7YPN66404RLGUQN/Exhibit+1.png Archive - The Great Equalizer https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640082444-89CASR9A09X5H8SOWMOS/Exhibit+2.png Archive - The Great Equalizer https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640097615-QKAWJLNQJS9L7FG0OCB3/Exhibit+3.png Archive - The Great Equalizer https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640114472-F6GGNB75Y8G7GXJ8JJES/Exhibit+4.png Archive - The Great Equalizer https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640134796-EQIP1LBZ323OTFJ7PMAW/Exhibit+5.png Archive - The Great Equalizer https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607640150017-L9UGNEKRJJ2Z2XY5E9S1/Exhibit+6%27.png Archive - The Great Equalizer https://verdadcap.com/archive/a-quantitative-look-at-the-movie-business monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607639555110-NH1OL9U0S2CLPDWY9YGR/Exhibit+1.png Archive - A Quantitative Look at the Movie Business https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607639576591-MG9EGUCLXPAX1JBPIJ25/Exhibit+2.png Archive - A Quantitative Look at the Movie Business https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607639600541-DB09FG7XOCR6P069BOSN/Exhibit+3.png Archive - A Quantitative Look at the Movie Business https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607639621064-G154LHWNA7JD38DSO3TB/Exhibit+4.png Archive - A Quantitative Look at the Movie Business https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607639639417-L5G9VVFQLCKK20MVJ671/Exhibit+5.png Archive - A Quantitative Look at the Movie Business https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1607639657519-6XH3NP1Q0PHZ0R6D8FAS/Exhibit+6.png Archive - A Quantitative Look at the Movie Business https://verdadcap.com/archive/covid-amp-global-valuations monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194922269-OAHARS98JK31CGG5T7YV/Figure+1.png Archive - COVID & Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194936565-PJ80XOJE3SJLTK8Q2E8A/Figure+2.png Archive - COVID & Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194958327-VAEAMAKGL8D2SB378WNH/Figure+3.png Archive - COVID & Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194972434-C8CVC1FXVAKACSHOEI1M/Figure+4.png Archive - COVID & Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194986110-NVFB33HUJX1Q9T9TLJ4U/Figure+5.png Archive - COVID & Global Valuations https://verdadcap.com/archive/fanmag-envy monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194682308-03CYMN1MC5O5H5C40Q98/Figure+1.png Archive - FANMAG Envy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194701304-XMUNQS5W87SADRU43PRE/Figure+2.png Archive - FANMAG Envy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194719636-0698XGZQJ2SLZ0EKG5CH/Figure+3.png Archive - FANMAG Envy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194734432-TIE4Z0HJCME56FN9A4NC/Figure+4.png Archive - FANMAG Envy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194746892-ZJA8T7RII2LW5PTZLGNW/Figure+5.png Archive - FANMAG Envy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194761782-8L949JUK4957KUVTIFJZ/Figure+6.png Archive - FANMAG Envy https://verdadcap.com/archive/sales-and-distributions monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194409212-TXIFNSRYGXVK5J9B05IV/Figure+1.png Archive - Sales and Distributions https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194425443-0W6HV2UGSKL7R41IBXXM/Figure+2.png Archive - Sales and Distributions https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194444274-XZ55QFJ9Z6EIV97QH1HH/Figure+3.png Archive - Sales and Distributions https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194460128-RVZO5CUDRBEXI8WWI90H/Figure+4.png Archive - Sales and Distributions https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194474663-UVIBF9X9TAJFRT7BCY5G/Figure+5.png Archive - Sales and Distributions https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194490782-H2MDE7HNYQGBBZNSDOIY/Figure+6.png Archive - Sales and Distributions https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194506227-II80V1C55J456IJ7TSO6/Figure+7.png Archive - Sales and Distributions https://verdadcap.com/archive/whats-in-an-equity-return monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194215503-IZW03NP36GVBHBV6I76W/Figure+1.png Archive - What's in an Equity Return? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194231454-7ETEXD1CW1DH9YXILT7C/Figure+2.png Archive - What's in an Equity Return? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194247347-PJBPDBPZGYZ5V4DML585/Figure+3.png Archive - What's in an Equity Return? https://verdadcap.com/archive/why-buffett-bought-japanese-stocks monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194003004-RTOGAOSF45WGGFPRTG21/Figure+1.png Archive - Why Buffett Bought Japanese Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194019752-6QPC7FZ44RHXAZKFQYTA/Figure+2.png Archive - Why Buffett Bought Japanese Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194038036-UCE436CEMPKKDV1WSLPM/Figure+3.png Archive - Why Buffett Bought Japanese Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605194057343-TVW6D9BUB31TJRA8WRL9/Figure+4.png Archive - Why Buffett Bought Japanese Stocks https://verdadcap.com/archive/the-blunt-ratio-part-2 monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193742709-LUP7JHXC1MW0YTFUKBNT/Figure+1.png Archive - The Blunt Ratio (Part 2) https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193763101-F65P8F9LQKNY6U2RC89T/Figure+2.png Archive - The Blunt Ratio (Part 2) https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193790512-23NSH81812BC1L8M3G7N/Figure+3.png Archive - The Blunt Ratio (Part 2) https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193809384-AB0FFNVUWPX1J85YQ8JB/Figure+4.png Archive - The Blunt Ratio (Part 2) https://verdadcap.com/archive/the-blunt-ratio monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193535634-RG9CIL2YONAA6MZ1RID7/Figure+1.png Archive - The Blunt Ratio https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193554870-E9NRD480W98WSTZM90L4/Figure+2.png Archive - The Blunt Ratio https://verdadcap.com/archive/are-passive-etfs-distorting-prices-in-small-cap-stocks monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193363323-X6MJIY761JCPFEICBCRK/Figure+1.png Archive - Are Passive ETFs Distorting Prices in Small-Cap Stocks? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1605193377488-6SDMG4L4UFW9UIT9HX11/Figure+2.png Archive - Are Passive ETFs Distorting Prices in Small-Cap Stocks? https://verdadcap.com/archive/ymo55pidxxqf34wns523ph1vkvp0e8 monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576891064-M9AYOHYRGYWCG6D22QQX/Exhibit+1.png Archive - Post-Reorg Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576906933-M89KZFG9OZD1NJASC5G6/Exhibit+2.png Archive - Post-Reorg Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576931958-7L5T0XXJRQ5EYZW5ND27/Exhibit+3.png Archive - Post-Reorg Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576947410-F2T0DGB84MO2XDUCBX7N/Exhibit+4.png Archive - Post-Reorg Equities https://verdadcap.com/archive/duration-as-leverage monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576707444-J1SUZETBELGXNHN9X5SI/Exhibit+1.png Archive - Duration as Leverage https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576730352-MYOH0T0SQEIHR7FEZGHC/Exhibit+2.png Archive - Duration as Leverage https://verdadcap.com/archive/discounting-death-and-the-demand-for-growth-stocks monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576439810-F3IMH0OIVM1P8NY9MM33/Exhibit+1.png Archive - Discounting, Death, and the Demand for Growth Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576458018-OPJ4HYK0WJHSSUS0389G/Exhibit+2.png Archive - Discounting, Death, and the Demand for Growth Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576477091-0C5FDD28IXVVLD9N60YC/Exhibit+3.png Archive - Discounting, Death, and the Demand for Growth Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576496243-QWBD0V5Z6N864WNJ8JK9/Exhibit+4.png Archive - Discounting, Death, and the Demand for Growth Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576524689-8XD0YMEDA2KWGDRHQNZH/Exhibit+5.png Archive - Discounting, Death, and the Demand for Growth Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576545114-ZTHT95H0IVXELMGJQAZW/Exhibit+6.png Archive - Discounting, Death, and the Demand for Growth Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576562567-H5HEVM41Z9F7B85A676N/Exhibit+7.png Archive - Discounting, Death, and the Demand for Growth Stocks https://verdadcap.com/archive/stranger-things monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575993257-QZA3YQ5BKHZRILV91FO7/Exhibit+1.png Archive - Stranger Things https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576011106-OT1MEZGI628L5B4601QR/Exhibit+2.png Archive - Stranger Things https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599576050473-YAVFRYJHMR9MKW6J4IOT/Exhibit+3.png Archive - Stranger Things https://verdadcap.com/archive/the-bubble-500 monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575745576-YEGHIENOTCTIFSYFCRRY/Exhibit+1.png Archive - The Bubble 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575763221-QMSWX3R9X7X8KGI4C6BU/Exhibit+2.png Archive - The Bubble 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575780297-33UEO8KDCVZ6M5PPLN86/Exhibit+3.png Archive - The Bubble 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575805942-WY9PR6RFJIIPSQKHZQV4/Exhibit+4.png Archive - The Bubble 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575824330-G4ZLJM9DOEABGTXPK5FU/Exhbit+5.png Archive - The Bubble 500 https://verdadcap.com/archive/how-are-companies-handling-the-crisis monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575539886-LNG8FQNBJ34292MCH2IV/Exhibit+1.png Archive - How are Companies Handling the Crisis? https://verdadcap.com/archive/will-deficit-spending-lead-to-inflation monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1599575326854-YHD811TOQ7KR5HYR9VQX/Exhibit+1.png Archive - Will Deficit Spending Lead to Inflation? https://verdadcap.com/archive/asset-allocation-beyond-the-zero-bound monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875937292-TGIJUB63FYWFEGHPDSKD/Figure+1.png Archive - Asset Allocation Beyond the Zero Bound https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875961198-0SII38CKE0120KIO3YJ4/Figure+2.png Archive - Asset Allocation Beyond the Zero Bound https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875978224-86XLOEAQZQE6C2Z2L22P/image-asset.png Archive - Asset Allocation Beyond the Zero Bound https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875994736-UJ59CA3PKMND3ZEYA22G/Figure+4.png Archive - Asset Allocation Beyond the Zero Bound https://verdadcap.com/archive/where-there-is-room-to-run monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875675161-0TNU17VGRF1O0L2RFWMA/Figure+1.png Archive - Where There Is Room to Run https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875702078-49PT9RX08A4JUMNNLUVC/Figure+2.png Archive - Where There Is Room to Run https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875720878-ALSAJ7AZA0OHW8LN5YKM/Figure+2%2C2.png Archive - Where There Is Room to Run https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875742271-ZBN4QX1L0CD75PZRGPZL/Figure+3.png Archive - Where There Is Room to Run https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1595875764746-DEBZ8SD52SDY4FU668U9/Figure+4.png Archive - Where There Is Room to Run https://verdadcap.com/archive/no-its-not-a-good-idea monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912496563-EIA57CZPYL2ATD31NMZA/Figure+1.png Archive - No, It's Not a Good Idea https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912515160-F8GDQ8ED5JINADVU5THY/Figure+2.png Archive - No, It's Not a Good Idea https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912532485-GCY537DYK13E4U55OYRJ/Figure+3.png Archive - No, It's Not a Good Idea https://verdadcap.com/archive/where-the-risks-arent monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912257116-OZDD8ZV130QYJEKAZOFM/Figure+1.png Archive - Where the Risks Aren't https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912272891-X2FWV3HL4AC1OVHTE3QT/Figure+2.png Archive - Where the Risks Aren't https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912288984-RDU789ENGNZHH3VF0XB3/Figure+3.png Archive - Where the Risks Aren't https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912305210-AIRSCZYEEYP5LJOIZ2G7/Figure+4.png Archive - Where the Risks Aren't https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912319796-Q707U892SEGX40ECYNBR/Figure+5.png Archive - Where the Risks Aren't https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912337913-30DB7CZBBOMPAPBYUDX4/Figure+6.png Archive - Where the Risks Aren't https://verdadcap.com/archive/tail-risk-hedging monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911985939-V1P23QE5TZWQYBO2UVLP/Figure+1.png Archive - Tail Risk Hedging https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912003159-H94MUKR4MS1HSWY3J9V2/Figure+2.png Archive - Tail Risk Hedging https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912022312-1PKB7G1ICFRS3Q3V565W/Figure+3.png Archive - Tail Risk Hedging https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912040864-4SRC1NS71WZFTB3YBF2M/Figure+4.png Archive - Tail Risk Hedging https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594912058956-QG6TGLE9HTTK4I0Z0V60/Figure+5.png Archive - Tail Risk Hedging https://verdadcap.com/archive/two-centuries-of-innovation-and-growth monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911620149-BLMTWYFXZYDF5BH4EDQT/Figure+1.png Archive - Two Centuries of Innovation and Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911644704-FZTAQLJIIN68MS7M55YL/Figure+2.png Archive - Two Centuries of Innovation and Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911667090-VVBDIJHGKCIBEJ11I60S/Figure+3.png Archive - Two Centuries of Innovation and Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911689521-TCWD1LX8KP0BJZOYPR22/Figure+4.png Archive - Two Centuries of Innovation and Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911708328-A2DACUUPCSS3Q7ZMR6NP/Figure+5.png Archive - Two Centuries of Innovation and Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1594911727903-42ZKKKSJ8EMV3W490Y9Z/Figure+6.png Archive - Two Centuries of Innovation and Growth https://verdadcap.com/archive/when-and-how-to-take-risk-in-bonds monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1592228078894-GPE545TK7Z6QYLZY26CJ/Figure+1.png Archive - When and How to Take Risk in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1592228096633-I6CLWBLV2BJO8S859B0Y/Figure+2.png Archive - When and How to Take Risk in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1592228115979-B1E0L5QA2L00E2W6OVAE/Figure+3.png Archive - When and How to Take Risk in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1592228132614-X7BGWDLX3XKO6QIKDGE9/Figure+4.png Archive - When and How to Take Risk in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1592228151973-WHWISJS5EFZBCJP2B9VX/Figure+5.png Archive - When and How to Take Risk in Bonds https://verdadcap.com/archive/trend-following-in-growth-and-value monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673444167-QQGA0YIPV6XM1JWR1K4U/Exhibit+1.png Archive - Trend Following in Growth and Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673461965-01DG1J69KYPALWAG0FEI/Exhibit+2.png Archive - Trend Following in Growth and Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673478903-GLCGW9K4JU6XY12I216F/Exhibit+3.png Archive - Trend Following in Growth and Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673494895-OF2012RC7VDK8P1NP46J/Exhibit+4.png Archive - Trend Following in Growth and Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673511701-WGWH5GITIXWLE2RJCMD6/Exhbit+5.png Archive - Trend Following in Growth and Value https://verdadcap.com/archive/an-apology-for-small-cap-value monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673184244-EW1Z93GZ26X2IFAYFC6R/Exhibit+1.png Archive - An Apology for Small-Cap Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673213906-P5NPHV6LQ21KY00MQHBE/Exhibit+2.png Archive - An Apology for Small-Cap Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673233322-KFZGGK8OCA93B6OFLY8M/Exhibit+3.png Archive - An Apology for Small-Cap Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673251409-GN27BCODUSBVEOAZ0LKZ/Exhibit+4.png Archive - An Apology for Small-Cap Value https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1590673265959-UB08H9ONML77E8RF090F/Exhibit+5.png Archive - An Apology for Small-Cap Value https://verdadcap.com/archive/when-buffett-was-a-quant monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1589824669825-9GTF96B0ACRI0Q7FASZ0/Figure+1.png Archive - When Buffett Was a Quant https://verdadcap.com/archive/lend-early-and-freely monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588690196723-ZN60FFHI51QO70YPF2CS/Figure+1.png Archive - Lend Early and Freely https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588690214402-06OV8AS1A2UBXRCH6MQ3/Figure+2.png Archive - Lend Early and Freely https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588690233281-MD965E2D3J6EPHH02K5O/Figure+3.png Archive - Lend Early and Freely https://verdadcap.com/archive/yesterdays-profits monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588686853159-K2G5FFB3M7KD9CE2ZWUA/Figure+1.png Archive - Yesterday's Profits https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588686871658-41FE2C8609QU7N90XT3K/Figure+2.png Archive - Yesterday's Profits https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588686891352-Q4HG6I82IR89FJ3Q4TZ9/Figure+3.png Archive - Yesterday's Profits https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1588686911205-WBEBJEAAASVZZGAGPAP7/Figure+4.png Archive - Yesterday's Profits https://verdadcap.com/archive/whats-priced-in monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587047035230-CBYE1GLZW4W58ZGBY2RY/Exhibit+1.png Archive - What's Priced In? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587047057553-3QGI27176X6IWFFI71A4/Exhibit+2.png Archive - What's Priced In? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587047075386-GW55ECXDTJHX03P3LIO1/Exhibit+3.png Archive - What's Priced In? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587047092378-A6ODACAOVEBE9QZDV7JG/Exhibit+4.png Archive - What's Priced In? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587047110280-GNN6778KP4OE81EV3TNT/Exhibit+5.png Archive - What's Priced In? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587047130039-6N6APK4LY37FZGFHRTC1/Exhibit+6.png Archive - What's Priced In? https://verdadcap.com/archive/the-distress-anomaly monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587046717833-JLJR996WUPOPKO4OR42C/Exhibit+1.png Archive - The Distress Anomaly https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1587046797760-SNUV0NBT7AKL9NNNHSVT/Exhibit+2.png Archive - The Distress Anomaly https://verdadcap.com/archive/what-to-buy-first monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1585659994570-8OVTWCXYSWUADYE6KO0B/Exhibit+1.png Archive - What to Buy First https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1585660129830-S4AHHO7MS23Y6J6JW335/Exhibit+2.png Archive - What to Buy First https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1585660183268-WR1DJ2UWMCAO5HIJD0CG/Exhibit+3.png Archive - What to Buy First https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1585660232748-UA90R4LXGURILLWK369O/Exhibit+4.png Archive - What to Buy First https://verdadcap.com/archive/making-good-decisions-in-uncertain-times monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584377721583-UT5QC3DYBVM4Z83JOP5D/Figure+1.png Archive - Making Good Decisions in Uncertain Times https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584377736452-RHLU8BGEV4DLV5D301XR/Figure+2.png Archive - Making Good Decisions in Uncertain Times https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584377751076-4ZXADAGVXW72GA9AVHGE/Figure+3.png Archive - Making Good Decisions in Uncertain Times https://verdadcap.com/archive/pacific-rift monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584376730689-HQXEFA585XZKQ1AK9YK5/Figure+1.png Archive - Pacific Rift https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584376751171-5LNIF8DGZIS29DAQZYW1/Figure+2.png Archive - Pacific Rift https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584376772066-EI6PPT3NI8V1FY1QSV6M/Figure+3.png Archive - Pacific Rift https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584376787785-RJP0MBEFMUKLHMV1CXC8/Figure+4.png Archive - Pacific Rift https://verdadcap.com/archive/crisis-investing-part-iv-what-works-in-stocks monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584375764122-PTYXDRP0S4Z9B1ZK1QMT/Exhibit+1.png Archive - Crisis Investing Part IV: What Works in Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584375793141-QUIXI6TCR5CU6S9RSRXT/Exhibit+2.png Archive - Crisis Investing Part IV: What Works in Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584375821191-KV4UNRMJJOTRMHBG15HY/Exhibit+3.png Archive - Crisis Investing Part IV: What Works in Stocks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584375865578-XCOG23JCSV7ZFHWJ4CO7/Exhibit+4.png Archive - Crisis Investing Part IV: What Works in Stocks https://verdadcap.com/archive/crisis-investing-part-iii-what-works-by-asset-class monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582649287937-Y0AAU2BTV657QM6MYRSE/Figure+1.png Archive - Crisis Investing Part III: What Works by Asset Class https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582649305842-TCS93VBSMBTTDBZVRGLU/Figure+2.png Archive - Crisis Investing Part III: What Works by Asset Class https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582649323497-PF9BRUA826VGD6N3AOBJ/Figure+3.png Archive - Crisis Investing Part III: What Works by Asset Class https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582649339033-H810H3Q86AQF5ZWN1W1V/Figure+4.png Archive - Crisis Investing Part III: What Works by Asset Class https://verdadcap.com/archive/crisis-investing-part-ii-predictability-in-times-of-crisis monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582648919473-RS2SXA7BVEYVMLQ71KFN/Figure+1.png Archive - Crisis Investing Part II: Predictability in Times of Crisis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582648899179-5XGP7NI01ZZS9NF3NY6G/Figure+2.png Archive - Crisis Investing Part II: Predictability in Times of Crisis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582648954912-Q9GLTOTQETQHI3HSY0UJ/Figure+3.png Archive - Crisis Investing Part II: Predictability in Times of Crisis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582648967459-V561LHATUUMHNN8LL9JA/Figure+4.png Archive - Crisis Investing Part II: Predictability in Times of Crisis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582649036462-YQQRMPS8XE8BO0UEAE2T/Figure+5.png Archive - Crisis Investing Part II: Predictability in Times of Crisis https://verdadcap.com/archive/crisis-investing-how-to-maximize-returns-during-market-panics monthly 0.5 2021-03-30 https://verdadcap.com/archive/the-rise-of-private-credit monthly 0.5 2020-02-25 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582647672057-303WZLNHAP612S3XQRXZ/Exhibit+1.jpg Archive - The Rise of Private Credit https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582648042277-PAJYEFA0010XSEOQ1TPM/Exhibit+2.png Archive - The Rise of Private Credit https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582648110509-BDB0WY8JH4WC69ZYJ1HL/Exhibit+3.png Archive - The Rise of Private Credit https://verdadcap.com/archive/a-ccc-opportunity monthly 0.5 2020-02-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167555436-W3A8EIZPKTDR33ULM1ZP/Figure+1.png Archive - A CCC Opportunity? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167578261-CTZ4EQBXICP0GU0SCGN6/Figure+2.png Archive - A CCC Opportunity? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167593014-ZCJAG8JBQ46FX3ZOA00Y/Figure+3.png Archive - A CCC Opportunity? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167608179-LSKYIRF0KU15MMNSXJTF/Figure+4.png Archive - A CCC Opportunity? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167629127-XZHGA9F2N4A9XTCQUWLZ/Figure+5.png Archive - A CCC Opportunity? https://verdadcap.com/archive/wrong-for-the-right-reasons monthly 0.5 2020-02-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167330120-A2WVIZGVUA0LID1TIQ2V/Figure+1 Archive - Wrong for the Right Reasons https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167356787-ACYMEEWB4Q1XRB28IHBU/Figure+2.png Archive - Wrong for the Right Reasons https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167377356-EMQ3Z4L0U4S35U7G8KDF/Figure+3.png Archive - Wrong for the Right Reasons https://verdadcap.com/archive/right-for-the-right-reasons monthly 0.5 2020-02-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167160739-F3HQ4FF7J8EEEPW4YG4L/Figure+1.png Archive - Right for the Right Reasons? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167178774-A3JZBLT8H7CX9BXKLXE2/Figure+2.png Archive - Right for the Right Reasons? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167197186-S71OYQHRH3CWS9FDRNW8/Figure+3.png Archive - Right for the Right Reasons? https://verdadcap.com/archive/prosperity monthly 0.5 2020-02-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580166907110-AC0GZPLNLANM1CUMAVCA/Figure+1 Archive - Prosperity https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580166970098-76M6U3SHS8CZOUYKFU5M/Figure+2.png Archive - Prosperity https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580166993576-A7A7IGWEYU29M5F3MUIV/Figure+3.png Archive - Prosperity https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580167009165-D8CSQGNS3W2CAUT4LRLM/Figure+4.png Archive - Prosperity https://verdadcap.com/archive/a-strange-divergence monthly 0.5 2020-02-01 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580224403790-OJCHSO7SAB3KQ4HY1IBA/Figure+1.png Archive - A Strange Divergence https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580224474553-07FHEZX6862UUUZ3DW2M/Figure+2.png Archive - A Strange Divergence https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580224491099-AY6PANTJJUNW6K3WVP8F/Figure+3.png Archive - A Strange Divergence https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580224505922-OT821CGLU5MYNK5PQ181/Figure+4.png Archive - A Strange Divergence https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580224519807-5DM93PS6JIDEYRNPGGOM/Figure+5.png Archive - A Strange Divergence https://verdadcap.com/archive/the-way-the-world-should-work monthly 0.5 2020-02-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580748781408-23XQAEBGA5E987GO8B4D/Figure1.png Archive - The Way the World Should Work https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580748835406-RRA1VAMI0TBJ3W3M2OZT/Figure2.png Archive - The Way the World Should Work https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580748862500-3ZH2RXLCRYXAS1X4C4OS/Figure3.png Archive - The Way the World Should Work https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580748887838-6WZXGB6YYRQC1RAWV8X3/Figure4.png Archive - The Way the World Should Work https://verdadcap.com/archive/europe-private-equitys-last-stand monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580751563891-ED1YKXW5UDFTE36P3147/Figure1.png Archive - Europe: Private Equity's Last Stand https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580751597519-XIFL4EK2UXDVE70OB07F/Figure2.png Archive - Europe: Private Equity's Last Stand https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580751621202-P4WO4L48XJURC4MHTB3J/Figure3.png Archive - Europe: Private Equity's Last Stand https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580751642108-ZVQ8U6O8HMFIN6YD6LRI/Figure4.png Archive - Europe: Private Equity's Last Stand https://verdadcap.com/archive/in-defense-of-ratings-agencies monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752175146-DALBKC3S9SE876GUPE5H/Figure1.png Archive - In Defense of Ratings Agencies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752197837-OENPYVZS3TU17G5JFLSN/Figure2.png Archive - In Defense of Ratings Agencies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752214268-F8MMDZDM4EQXGTZL3BJD/Figure3.png Archive - In Defense of Ratings Agencies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752231045-QPWUFWUD38WRAUI9LZ7V/Figure4.png Archive - In Defense of Ratings Agencies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752250843-2VVPLSHNTBY03CG7FAB2/Figure5.png Archive - In Defense of Ratings Agencies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752267693-EB4AMZ6BQCOXGWLE8SSV/Figure6.png Archive - In Defense of Ratings Agencies https://verdadcap.com/archive/reversals monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752882432-8NGCX9C4TXJWB1KOPC5B/image-asset.png Archive - Reversals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580752903687-RMTXU8CJRDF4SV6YASZC/Figure2.png Archive - Reversals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753197828-UUQ1YIUNYVYS6R476G3C/Figure3.png Archive - Reversals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753222292-4SWBD6DINKQC2TJLMYAZ/Figure4.png Archive - Reversals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753242978-XXYWYILAI6B63KO8ZC64/Figure5.png Archive - Reversals https://verdadcap.com/archive/growth-bankruptcies monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753683538-39VJV3U7772HW6H11ZBJ/image-asset.png Archive - Growth Bankruptcies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753697885-H3SBF26HYHCYB2JULACG/image-asset.png Archive - Growth Bankruptcies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753734379-PXB11XFM73DWH3EAIRN5/image-asset.png Archive - Growth Bankruptcies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753748751-Y4JIBE9LXDKR3K63CPN5/image-asset.png Archive - Growth Bankruptcies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753761724-Q80IB5Y14AWZJZG1VO5Y/image-asset.png Archive - Growth Bankruptcies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753774718-QNOQS3UAB2W4ZMEO5BT9/image-asset.png Archive - Growth Bankruptcies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753793564-78RHIC35XPIL4006YQP8/Figure7.png Archive - Growth Bankruptcies https://verdadcap.com/archive/the-narrative-is-priced-in monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753981605-1TDFEYVUQGN8BXJQRVOJ/image-asset.png Archive - The Narrative is Priced In https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580753995191-Y4RDDF3OOT4NNNOGW4EO/image-asset.png Archive - The Narrative is Priced In https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754006683-88WFPRIFL3G8SJ8JQ155/image-asset.png Archive - The Narrative is Priced In https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754017776-4E8WQ5NAYVI92BYWJ63G/image-asset.png Archive - The Narrative is Priced In https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754030617-9DQOJIV90S5FQ0O6TQOO/image-asset.png Archive - The Narrative is Priced In https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754043888-BYJXNGH4JVCOG5O6B9I8/image-asset.png Archive - The Narrative is Priced In https://verdadcap.com/archive/narrative-economics monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754180161-Y8IACYRMM9QJUFUTFB1R/image-asset.png Archive - Narrative Economics https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754191501-DKGQDA1RGXKM2Z5PO1ZI/image-asset.png Archive - Narrative Economics https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754204790-080K25RNDDP4QCR31JU8/image-asset.png Archive - Narrative Economics https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754212814-WBN2V30LRREQE46NYWPW/image-asset.png Archive - Narrative Economics https://verdadcap.com/archive/why-are-some-companies-so-expensive monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754360481-JAWE3FE7WLCEEON1XCTB/image-asset.png Archive - Why Are Some Companies So Expensive? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754372255-XZ3B9P2SPB0GT6HSC1UQ/image-asset.png Archive - Why Are Some Companies So Expensive? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754395006-SRJ8J9OEF8Y6B5NZO7WA/image-asset.png Archive - Why Are Some Companies So Expensive? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754414966-MP78Q17MDMB1JW3RDFKM/image-asset.png Archive - Why Are Some Companies So Expensive? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617114121917-WWR4GT40D3YS54D20ETO/Expensive+5.png Archive - Why Are Some Companies So Expensive? https://verdadcap.com/archive/beyond-the-sampp-500 monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754668782-HLQ6EJVTMO0KESW5IVNU/image-asset.png Archive - Beyond the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754678057-RRJIV1P1VBONMZZL1OOY/Figure2.png Archive - Beyond the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754696733-1WRJ617M8Z607LUMEO1U/image-asset.png Archive - Beyond the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754706147-ZL9O4JOODGMA1X0VFFX0/image-asset.png Archive - Beyond the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754718856-KJ2OQQ59OBN25B6GGRFF/image-asset.png Archive - Beyond the S&P 500 https://verdadcap.com/archive/glamorous-passive-investments monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754830091-W49GWF3PQ3I75D19IT0A/image-asset.png Archive - Glamorous Passive Investments https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754838745-AXER3FPUV3ANJHGPDRJQ/image-asset.png Archive - Glamorous Passive Investments https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754849378-5ZPNCWH1MSR2HMVHJ30C/image-asset.png Archive - Glamorous Passive Investments https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754859055-FTZ2W7KQZOMVO2AF96K2/image-asset.png Archive - Glamorous Passive Investments https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754870604-CSAO1UD3N1I3UHJBT2VK/image-asset.png Archive - Glamorous Passive Investments https://verdadcap.com/archive/is-value-back monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580754992865-JLLXQ7CDZC1B2OJLW8Q3/image-asset.png Archive - Is Value Back https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580755001586-748KLAI46P6Y7HQN1O80/image-asset.png Archive - Is Value Back https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580755012078-Q36ZW3H0UQTZZW6JV4J3/image-asset.png Archive - Is Value Back https://verdadcap.com/archive/private-equity-run-amok monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758152872-V99YWPLQZVJU2SJUU2QX/image-asset.png Archive - Private Equity Run Amok https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758162040-CEEW0DFWP1S6S6XP7C8Z/image-asset.png Archive - Private Equity Run Amok https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758174666-CS3EV3FLFZSSYBFR2OSA/Figure3.png Archive - Private Equity Run Amok https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758186664-AHIDUZ5CW5JWH5LS28SM/Figure4.png Archive - Private Equity Run Amok https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758201011-UHCFK6X4BYD101DXSDGJ/image-asset.png Archive - Private Equity Run Amok https://verdadcap.com/archive/beating-the-index-in-bonds monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758338427-4RCXXJB7IASXGRKBPEPS/Figure1.png Archive - Beating the Index in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758348839-RNJHPU6KNYFCR4H1GNSH/image-asset.png Archive - Beating the Index in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758361259-SFY8EFZ24VCMIP6WQ3CI/image-asset.png Archive - Beating the Index in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758371507-6JBOCYT0XRNWMCATF0HY/image-asset.png Archive - Beating the Index in Bonds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758382093-2V4489V388LWUFV2O1DO/image-asset.png Archive - Beating the Index in Bonds https://verdadcap.com/archive/risky-banks monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758505930-KN09RXSZXWXQNOLD7QWE/image-asset.png Archive - Risky Banks https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758515334-GHXBZ0I0ENXLRBB2Z64D/image-asset.png Archive - Risky Banks https://verdadcap.com/archive/contrarian-investing-in-commodity-cyclicals monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758663805-6M8JLCRA5AH5V27AX3A4/image-asset.png Archive - Contrarian Investing in Commodity Cyclicals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758754280-379QUZIKYDVL78SCN2ZP/image-asset.png Archive - Contrarian Investing in Commodity Cyclicals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758672368-ABUBCFMLKG5C0DL8OW3M/image-asset.png Archive - Contrarian Investing in Commodity Cyclicals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758679960-GLXTB5L1Q5JXSEP56FU4/image-asset.png Archive - Contrarian Investing in Commodity Cyclicals https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758712901-S46D65DYVFBTIE6L3A4J/image-asset.png Archive - Contrarian Investing in Commodity Cyclicals https://verdadcap.com/archive/the-problem-with-asset-allocation monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758888817-QW2FYHX49JXSE68B4VMI/image-asset.png Archive - The Problem with Asset Allocation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758896815-OL2FRVWPC35MVP3GHYOD/image-asset.png Archive - The Problem with Asset Allocation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758906331-6UVKD2UC4LLOZDR604R8/image-asset.png Archive - The Problem with Asset Allocation https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580758915236-2K1KFGPZ5JSM4NO875V1/image-asset.png Archive - The Problem with Asset Allocation https://verdadcap.com/archive/the-decline-of-american-investment monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759024555-35HDQ34MS36CEWJXEXDX/image-asset.png Archive - The Decline of American Investment https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759035873-501SQ80X1V8LVGQ0AAXE/image-asset.png Archive - The Decline of American Investment https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759046850-7ZDYP5ANNLYNETI4TAO6/image-asset.png Archive - The Decline of American Investment https://verdadcap.com/archive/the-dollar-carry-trade monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759196652-RV4I89KSENLNSJ06HNSG/image-asset.png Archive - The Dollar Carry Trade https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759207389-OV940POCY1C7N5CV37G7/image-asset.png Archive - The Dollar Carry Trade https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759216446-XM6LT2ZCLQLFEVUK74JD/image-asset.png Archive - The Dollar Carry Trade https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759228179-J0X72ABRNH4YOE69SZY1/image-asset.png Archive - The Dollar Carry Trade https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759240319-V66ASVIITIBPN2GMY052/image-asset.png Archive - The Dollar Carry Trade https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759252937-3ZYA0H3HPBX1C4C0C3Y6/image-asset.png Archive - The Dollar Carry Trade https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759268338-XEDKD0S3HPU9BVMT0SLU/image-asset.png Archive - The Dollar Carry Trade https://verdadcap.com/archive/fallen-angels monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759455186-0RZLN7PG043H1J9W5COX/Figure1.png Archive - Fallen Angels https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759465368-XAI9HOXXP3ATJ6GYBU54/image-asset.png Archive - Fallen Angels https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759476386-7AALJO6VBXN11AZIXEPW/image-asset.png Archive - Fallen Angels https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759486154-2STR0A9RN9HR4ZHH26Y6/image-asset.png Archive - Fallen Angels https://verdadcap.com/archive/prudent-cold-skew monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617110862844-S6QOV1LGFPN758VMM9WO/Skew+1.png Archive - Prudent Cold Skew https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759659808-Z1U62XS9QSI3514VV6WJ/image-asset.png Archive - Prudent Cold Skew https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759669292-TXEORVQ2X1UW936G7WQE/image-asset.png Archive - Prudent Cold Skew https://verdadcap.com/archive/the-signal-and-the-noise monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759765471-53KY3TLT0L0LXHIJZXRN/image-asset.png Archive - The Signal and the Noise https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759776200-F3CZJ0ROYKCXWZ6WL0HY/image-asset.png Archive - The Signal and the Noise https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759787030-Z776WSZ7LUH52XXDFWIB/image-asset.png Archive - The Signal and the Noise https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580759796678-UA05F1GO7WEFM2SBWLJR/image-asset.png Archive - The Signal and the Noise https://verdadcap.com/archive/does-activism-work monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580834791546-W3JKFR3Y6LUSFKH87B1Y/image-asset.png Archive - Does Activism Work? https://verdadcap.com/archive/does-factor-investing-work-in-bonds monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580834967520-4WM68UV9KMDU86QXYZZM/image-asset.png Archive - Does Factor Investing Work in Bonds? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580834976242-LK4S4P50F8UGRJKYDG1Z/image-asset.png Archive - Does Factor Investing Work in Bonds? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580834987366-B8VJKQG5ZZB23CPUSC34/image-asset.png Archive - Does Factor Investing Work in Bonds? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835000823-XHST9SC1DXVVNKV5W5PN/image-asset.png Archive - Does Factor Investing Work in Bonds? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835012407-MXTXR1XBOXVVR83WGWHW/image-asset.png Archive - Does Factor Investing Work in Bonds? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835023145-4OMPWRL8TXTAKZ1Z1UQS/image-asset.png Archive - Does Factor Investing Work in Bonds? https://verdadcap.com/archive/a-flight-from-safety monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835411988-4LI28HLNZZ9LZYMVMIWL/image-asset.png Archive - A Flight from Safety https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835424282-Z75WN0I0C7VY484AQ1RX/image-asset.png Archive - A Flight from Safety https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835435911-BIKK0KC7X4KFTMRPMR1E/image-asset.png Archive - A Flight from Safety https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835471860-XV6JE2ID7YXF3SVU6S1G/Figure4.png Archive - A Flight from Safety https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835497190-SJRJ3HXV31YEK31A3VUI/image-asset.png Archive - A Flight from Safety https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580835511672-5AQ17IALKR64OYEPJSJC/image-asset.png Archive - A Flight from Safety https://verdadcap.com/archive/fools-yield monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580836092043-VVAI2VUQD7LZ7PO6WTLT/image-asset.png Archive - Fool's Yield https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580836100848-LKEV5XN3Y3A0XMRJA2W1/image-asset.png Archive - Fool's Yield https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580836110221-UAHLLBJ7YDBZL9ZIN0WH/image-asset.png Archive - Fool's Yield https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580836118109-Y4VVPEVVSZW3H9HLOJ42/image-asset.png Archive - Fool's Yield https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580836126725-UGLDP82CADIKIQJSTCY7/image-asset.png Archive - Fool's Yield https://verdadcap.com/archive/when-value-is-more-valuable monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763263030-0IJRG5QFXQ5TVKLUH27Z/image-asset.png Archive - When Value is More Valuable https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763275606-MUNCYRIW4GOASKRIQRCI/Figure2.png Archive - When Value is More Valuable https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763287851-BLHCG9XIIAFYD42MWM6Y/image-asset.png Archive - When Value is More Valuable https://verdadcap.com/archive/the-story-of-mlps monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763143585-GUUEIENXEBBMIMBYB5BO/image-asset.png Archive - The Story of MLPs https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763152535-IQ4HQGH9LHIBVF7OFD3B/image-asset.png Archive - The Story of MLPs https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763163880-RY9ISJ19KRX2ST9LJXFV/image-asset.png Archive - The Story of MLPs https://verdadcap.com/archive/factor-investing-works monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763018725-BV0YGQBH5DKUC5IBY0BB/image-asset.png Archive - Factor Investing Works https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763027850-M4T39P9QV5HLZ3AFJTI7/image-asset.png Archive - Factor Investing Works https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580763037169-3M9DA8U74VVERWA9VOJO/image-asset.png Archive - Factor Investing Works https://verdadcap.com/archive/lessons-from-oregon monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762881913-GJH81TF4DHGPWNABJIB8/image-asset.png Archive - Lessons from Oregon https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762892412-3L996N38AOK96Z410HGS/image-asset.png Archive - Lessons from Oregon https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762901633-PP0ZIH9PPRZUBJNXG76Q/image-asset.png Archive - Lessons from Oregon https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762914907-X8CE4SLT7Y1Z3WNES9UC/Figure4.png Archive - Lessons from Oregon https://verdadcap.com/archive/voting-machines monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762672885-HI7B9W0F07JA3EWMO85D/image-asset.png Archive - Voting Machines https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762683380-WXQUUSGNJSJQR3XX29ZN/image-asset.png Archive - Voting Machines https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762694613-KUKKSKWJRD1N852GRICB/image-asset.png Archive - Voting Machines https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762717451-63PCN09VT2RXVZZWW79P/image-asset.png Archive - Voting Machines https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762735790-WFTCXTWHU337Q7HHT1PS/image-asset.png Archive - Voting Machines https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762747542-U6F5ORL244CRUK45V41H/Figure6.png Archive - Voting Machines https://verdadcap.com/archive/on-being-wrong monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762468092-Q7H9H1YZGARHD8MGLHNL/image-asset.png Archive - On Being Wrong https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762478807-SONMZZ6UDGIE8WLQ9C5J/image-asset.png Archive - On Being Wrong https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762489673-SD4YVWLULGC67X9IVNBK/image-asset.png Archive - On Being Wrong https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762498898-BGMNA2YY9ZLFHILXTSG4/image-asset.png Archive - On Being Wrong https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762509614-1S4WGEC0KN6CM8ORU9UB/Figure5.png Archive - On Being Wrong https://verdadcap.com/archive/making-sense-of-the-machine-learning-arms-race monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762294482-0F5BP4PY73J3O96J7E3H/Figure1.png Archive - Making Sense of the Machine Learning Arms Race https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762304602-HPPBD5ENLITQVOE7UZO6/image-asset.png Archive - Making Sense of the Machine Learning Arms Race https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762314587-6JNOYB42O86U3GJ5PYCL/image-asset.png Archive - Making Sense of the Machine Learning Arms Race https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762326160-OUN2KGTNY0AV23P1Z6F2/image-asset.png Archive - Making Sense of the Machine Learning Arms Race https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762339473-HPHU9DHB802PPFYEBDI5/image-asset.png Archive - Making Sense of the Machine Learning Arms Race https://verdadcap.com/archive/why-do-most-active-managers-fail monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762101561-IBG42PIYY9W861K33P17/image-asset.png Archive - Why Do Most Active Managers Fail? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762111964-11LCPVHO3MA3KB3HEX3T/image-asset.png Archive - Why Do Most Active Managers Fail? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762125495-K4KA7PDY33CWIVUBL3Y7/image-asset.png Archive - Why Do Most Active Managers Fail? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580762141121-V33S8UPGHRQ0LPD4KZ8T/Figure4.png Archive - Why Do Most Active Managers Fail? https://verdadcap.com/archive/not-so-great-expectations-part-ii monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761921476-VO9NI3DIKNDL3GULC5DS/image-asset.png Archive - Not So Great Expectations: Part II https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761932283-KTWCXCEMICM5UPHLO3WN/image-asset.png Archive - Not So Great Expectations: Part II https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761943888-Z2KUVHG2KTOMRNEXBD8G/image-asset.png Archive - Not So Great Expectations: Part II https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761955438-7KGLUBHIO87H92QO8Q3K/Figure4.png Archive - Not So Great Expectations: Part II https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761964566-XIUA8NCJ7MZMY3ZE1PK9/image-asset.png Archive - Not So Great Expectations: Part II https://verdadcap.com/archive/not-so-great-expectations-part-i monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761739670-LIX2GIFSH31XRCTRP565/image-asset.png Archive - Not So Great Expectations: Part I https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761749440-41HMQNLPJ4L62FZBCG81/image-asset.png Archive - Not So Great Expectations: Part I https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761761347-B7VAA80N4WX1A5AGWPLY/image-asset.png Archive - Not So Great Expectations: Part I https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761774950-7LOZFAS1QLFG35HAIOT7/Figure4.png Archive - Not So Great Expectations: Part I https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761788615-2R55GVCXGB2CRX9DLKUN/image-asset.png Archive - Not So Great Expectations: Part I https://verdadcap.com/archive/play-the-man-not-the-puck monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761560046-3FJTLDE972IWE6A5VIH6/image-asset.png Archive - Play the Man, Not the Puck https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761569855-YT4GLAOK9AMFYMOCBAPP/image-asset.png Archive - Play the Man, Not the Puck https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761581345-CVYYIDPG2CVL5JI569Y4/image-asset.png Archive - Play the Man, Not the Puck https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761590936-WZXUDBVBW5Q4G4CVNZ3E/image-asset.png Archive - Play the Man, Not the Puck https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761601727-H7I5JGHMTM8RS3BF6SFL/image-asset.png Archive - Play the Man, Not the Puck https://verdadcap.com/archive/extrapolation-bias monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761414078-H00HTKTHHL4P31LVBIWP/image-asset.png Archive - Extrapolation Bias https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761424346-L2REQWKYBOSC0Q22TJUY/image-asset.png Archive - Extrapolation Bias https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580761437298-G2HUC5WRU5YGSD5ZKUGB/image-asset.png Archive - Extrapolation Bias https://verdadcap.com/archive/is-ceo-performance-persistent monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581003504268-G5QN93MTTAM6Z69FXUFX/Figure1.png Archive - Is CEO Performance Persistent? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617111132761-65B25SADP2UE90HC08WK/CEO+2.png Archive - Is CEO Performance Persistent? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581003567824-CETXNE8X1XS1CABNT9NO/image-asset.png Archive - Is CEO Performance Persistent? https://verdadcap.com/archive/do-mbas-make-better-ceos monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581003925227-VT4KKKQFG5BWKM60U40O/image-asset.png Archive - Do MBAs Make Better CEOs? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581003946970-1VRC7OKGD8DTW4CO08Y0/image-asset.png Archive - Do MBAs Make Better CEOs? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581003960568-Y5LQAVR9VQJYI1YKVM2G/image-asset.png Archive - Do MBAs Make Better CEOs? https://verdadcap.com/archive/on-leadership monthly 0.5 2020-02-06 https://verdadcap.com/archive/size-matters-part-iii-the-academic-research monthly 0.5 2020-05-14 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004215961-OESC2ZLDJPSOJN365144/image-asset.png Archive - Size Matters, Part III: The Academic Research https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004224566-17UP844KF7JJKA5E6DDQ/image-asset.png Archive - Size Matters, Part III: The Academic Research https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004232895-0T6XZOYCXCC6Y468298B/image-asset.png Archive - Size Matters, Part III: The Academic Research https://verdadcap.com/archive/size-matters-part-ii-evidence-from-europe monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004384800-S4LZ4F3DENCMI6GU67K0/image-asset.png Archive - Size Matters, Part II: Evidence from Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004394013-DONAKLCY0QJDXNRQ0OEE/image-asset.png Archive - Size Matters, Part II: Evidence from Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004405022-IYTZNMKF4201GZQJUECV/image-asset.png Archive - Size Matters, Part II: Evidence from Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004416299-A8FQNSPIPBIQAOOKNFW9/image-asset.png Archive - Size Matters, Part II: Evidence from Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004425881-Z10AEPE1X51AI1Q763YS/image-asset.png Archive - Size Matters, Part II: Evidence from Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004438453-Q5CLN13TIND96UPNZYPH/image-asset.png Archive - Size Matters, Part II: Evidence from Europe https://verdadcap.com/archive/size-matters-how-market-structure-favors-small-funds monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004583998-FQKN7MJP2Z4UISXXUGJM/image-asset.png Archive - Size Matters: How Market Structure Favors Small Funds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004596580-ZLYTIWUA28OKS3ABJTPL/Figure2.png Archive - Size Matters: How Market Structure Favors Small Funds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004606146-IM6IE3JQVLYFXUHR3UIR/image-asset.png Archive - Size Matters: How Market Structure Favors Small Funds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004614265-K7JEWF84LQYW87GXGK0Q/image-asset.png Archive - Size Matters: How Market Structure Favors Small Funds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004625841-TJAPOZOUQ812QHNVG8DX/image-asset.png Archive - Size Matters: How Market Structure Favors Small Funds https://verdadcap.com/archive/the-story-of-yesterdays-winner monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004738296-TJCC9EXGYBYF2QDQWMY2/image-asset.png Archive - The Story of Yesterday's Winner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004748930-UOUAM55VIIL8C2WTO60F/image-asset.png Archive - The Story of Yesterday's Winner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617114684907-CC4DLK73KHT2FZAUFSJK/Yesterday+3.png Archive - The Story of Yesterday's Winner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004770537-ANRR6IVK04M4MRQ9EGW2/image-asset.png Archive - The Story of Yesterday's Winner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004779356-QPDB9IJ33XXSV2G5OWLS/image-asset.png Archive - The Story of Yesterday's Winner https://verdadcap.com/archive/the-case-for-international-diversification monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004891559-YCIJT1UG9FR1LJBX21JS/image-asset.png Archive - The Case for International Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004900415-2GIQYA6534UH3AQGTYXR/image-asset.png Archive - The Case for International Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004908037-KZBUZXP6NOZWYUI170EL/image-asset.png Archive - The Case for International Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004920960-E9AXHBRHHNYFB8E1C5OR/image-asset.png Archive - The Case for International Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581004931996-ZOPPRIAVNQUCWZFX5QL8/image-asset.png Archive - The Case for International Diversification https://verdadcap.com/archive/what-works-in-europe monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005033446-B1Q085VCUX7A8Y148ZCZ/image-asset.png Archive - What Works in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005041547-YG0X4K02BA51BHTH7R8D/image-asset.png Archive - What Works in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005050892-Q4NU9QWRB2K9L3HBWZV0/image-asset.png Archive - What Works in Europe https://verdadcap.com/archive/evidence-based-individual-security-forecasting monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005240093-5ULDUNHEC5PVX14UUA52/image-asset.png Archive - Evidence-Based Individual Security Forecasting https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005245964-U5XZPVVNFF404E14QAN6/image-asset.png Archive - Evidence-Based Individual Security Forecasting https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005255714-A6WCRHIKRHGS5SLYS5M4/image-asset.png Archive - Evidence-Based Individual Security Forecasting https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005266495-ILB9Z712FTIFSSR001YD/image-asset.png Archive - Evidence-Based Individual Security Forecasting https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005276684-8UDSKUB2NBKY6J6PRU6D/image-asset.png Archive - Evidence-Based Individual Security Forecasting https://verdadcap.com/archive/what-doesnt-matter-for-investing-in-europe monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005454947-BJSV6JZHKSZWVRV4WSHD/image-asset.png Archive - What Doesn't Matter for Investing in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005463607-S4QZOFMS9PAS8YK0X8F9/image-asset.png Archive - What Doesn't Matter for Investing in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005471695-FZYC7V29G4PUZP5W7Q2E/image-asset.png Archive - What Doesn't Matter for Investing in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005479718-7H2AU7XX2C1I3YHQ3I6K/image-asset.png Archive - What Doesn't Matter for Investing in Europe https://verdadcap.com/archive/fears-facts-and-brexit monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005585849-PZ9PI0PRFVTUL4HTCX9M/image-asset.png Archive - Fears, Facts, and Brexit https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005594534-XTYMT0DRBBF4BYHMOPBM/image-asset.png Archive - Fears, Facts, and Brexit https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005604780-DA0IX5S0QFD4RYLRCR7L/image-asset.png Archive - Fears, Facts, and Brexit https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005613375-XN701SUTQ1NMZTP87J57/image-asset.png Archive - Fears, Facts, and Brexit https://verdadcap.com/archive/beating-the-sampp-500 monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005764680-EKA74LMWASMVNLG1QNOS/image-asset.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005773006-MQ1COHI3552UDFZ4PDUB/image-asset.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005793093-3F8QQ8DU1SYHRWN7MW8M/image-asset.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005803491-JC0ITNJU7WSM02ZRPC05/image-asset.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005814236-Y86DX6GLNR0SO0S121ZO/Figure5.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005829293-1VLE57CDVLRGWDK5EUZ2/image-asset.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005842391-00GR3D9MG10H254CFT09/image-asset.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005860387-JMBAI06P9UNZZN5LAUAF/FIgure8.png Archive - Beating the S&P 500 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581005877642-J8ARD56NIGOC6ZJERIV0/Figure9.png Archive - Beating the S&P 500 https://verdadcap.com/archive/trade-wars-and-japanese-equities monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006028830-WLPRTJABO67T0IFYZEXX/image-asset.png Archive - Trade Wars and Japanese Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006036238-X1VJR8148Q7EMZG1YFU7/image-asset.png Archive - Trade Wars and Japanese Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006043042-O43C9QIJMMLISPUKXHSZ/image-asset.png Archive - Trade Wars and Japanese Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006053155-NVBRU818MRK2UII924Z2/image-asset.png Archive - Trade Wars and Japanese Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006062420-17L1BIZZA5VKQ9HZMQBR/image-asset.png Archive - Trade Wars and Japanese Equities https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006070388-T3ACJEWTDJ71XL94WODP/image-asset.png Archive - Trade Wars and Japanese Equities https://verdadcap.com/archive/the-harvard-yale-endowment-rivalry monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006185136-2COMNTX1M0VTT5BGUF2W/image-asset.png Archive - The Harvard-Yale Endowment Rivalry https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006193562-F5UBJLSLDF0Q8BGQ83VN/image-asset.png Archive - The Harvard-Yale Endowment Rivalry https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006199750-14M6Y17IOV6P0DELTUV1/image-asset.png Archive - The Harvard-Yale Endowment Rivalry https://verdadcap.com/archive/the-lasting-value-of-real-estate monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006317298-00J9GH86HDYD4UEF2ZDX/image-asset.png Archive - The Lasting Value of Real Estate https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006324969-6BZVTNDBQS7D3NLZHVGM/image-asset.png Archive - The Lasting Value of Real Estate https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006334194-759TLO3WMD7VHMHDX504/image-asset.png Archive - The Lasting Value of Real Estate https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006344328-RKZE0Y3OW99WBIX32SBC/image-asset.png Archive - The Lasting Value of Real Estate https://verdadcap.com/archive/the-lur monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006495314-5ARG0HTDH1FSHNCBVL3G/image-asset.png Archive - The Lure of Venture Capital https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006501173-H6F403UEVEDFRW7S31EC/image-asset.png Archive - The Lure of Venture Capital https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006507497-Y4P27AJ6LRZ37Y3HI3TN/image-asset.png Archive - The Lure of Venture Capital https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006513706-W3IUWIXHLR117P2ZIBEZ/image-asset.png Archive - The Lure of Venture Capital https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006522135-SENODHDW1S42WQC78LQT/image-asset.png Archive - The Lure of Venture Capital https://verdadcap.com/archive/the-elements-of-quantamental-investing monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006637486-0P6ZN03C8KE9LYVNK6TE/image-asset.png Archive - The Elements of Quantamental Investing https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006648939-JQB5DXIJXHSRX8271PKB/image-asset.png Archive - The Elements of Quantamental Investing https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006657049-93ZT22J0FESF7NWGD8BS/image-asset.png Archive - The Elements of Quantamental Investing https://verdadcap.com/archive/academic-finance-beach-reads monthly 0.5 2020-02-06 https://verdadcap.com/archive/what-to-expect-when-stock-market-is-expensive monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006837356-6BW8EXZ1UAGGMZFZDGRF/image-asset.png Archive - What to Expect When Stock Market is Expensive https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006844866-ZOWRRGVXI6OG3LSVSAZO/image-asset.png Archive - What to Expect When Stock Market is Expensive https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006853972-QZD7LWYLU43C6DM3FGZQ/image-asset.png Archive - What to Expect When Stock Market is Expensive https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581006963417-376L80QK577AKN6GGH88/Figure4.png Archive - What to Expect When Stock Market is Expensive https://verdadcap.com/archive/taking-a-long-term-perspective monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007042017-JS5AO2Z1OUHMTIJ4EMDH/image-asset.png Archive - Taking a Long-Term Perspective https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007049960-ACB0XUY4ZNET13GUR1WU/image-asset.png Archive - Taking a Long-Term Perspective https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007057646-A7VNBKIKAYQZX41E3S8D/image-asset.png Archive - Taking a Long-Term Perspective https://verdadcap.com/archive/global-valuations monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007158038-BUFE9FWHTXVBYJBJS0NU/image-asset.png Archive - Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007167058-E9LLVYCADTA0M7D31KQJ/image-asset.png Archive - Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007175632-9GAVDLKD2ORAERYFH9HG/image-asset.png Archive - Global Valuations https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007184930-4T25PVGQ8CRCZLXSQXJ2/image-asset.png Archive - Global Valuations https://verdadcap.com/archive/improving-our-europe-strategy monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1602176926987-JQXF5PK4LI6GXNKWOVG3/Figure+1.png Archive - Improving our Europe Strategy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007304064-RIZKJE3DQ6L3JD2O946P/image-asset.png Archive - Improving our Europe Strategy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007311655-LMTACDODC3C6SECHN2K0/image-asset.png Archive - Improving our Europe Strategy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007321620-SQ1ZTV3OU4WRL85FHEBC/image-asset.png Archive - Improving our Europe Strategy https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007334830-QK600TKPOO05KFOJR6XF/image-asset.png Archive - Improving our Europe Strategy https://verdadcap.com/archive/replicating-our-research-in-europe monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007450474-Q5WS0MKV293KG8S11CYT/image-asset.png Archive - Replicating Our Research in Europe https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007458820-1WR5NAX9YMQ225ISZZ7S/image-asset.png Archive - Replicating Our Research in Europe https://verdadcap.com/archive/how-the-weak-win monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007575634-JE78XLEVO0XYADHBGUZS/image-asset.png Archive - How the Weak Win https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007582842-F30ZZXZL9X1TZOED971S/image-asset.png Archive - How the Weak Win https://verdadcap.com/archive/in-praise-of-short-sellers monthly 0.5 2020-02-06 https://verdadcap.com/archive/the-tribe-of-wall-street monthly 0.5 2020-02-06 https://verdadcap.com/archive/how-to-make-better-forecasts monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581007841465-X7LXBIG0R11AOKNKM9C3/image-asset.png Archive - How to Make Better Forecasts https://verdadcap.com/archive/how-do-wars-affect-stock-prices monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008036732-IPCG3UI48K25M0V53ZIL/image-asset.png Archive - How Do Wars Affect Stock Prices? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008049734-Z7WXI0NU7MIGIHS2JBC1/image-asset.png Archive - How Do Wars Affect Stock Prices? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008061735-5K2ICBCAKUV7N9LX6YMB/image-asset.png Archive - How Do Wars Affect Stock Prices? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008074700-W3FTY9QDE1QAJDSGVPMG/image-asset.png Archive - How Do Wars Affect Stock Prices? https://verdadcap.com/archive/credit-default-risk-and-leveraged-small-value-equity-returns monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008184107-K265RVG1911N3TWV8OQI/image-asset.png Archive - Credit Default Risk and Leveraged Small Value Equity Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008193606-OOQ7K5OT3WHMSFSYK2UY/image-asset.png Archive - Credit Default Risk and Leveraged Small Value Equity Returns https://verdadcap.com/archive/interest-rates-amp-equity-returns monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008317442-Z06OPS3B617J2JIZTVVW/image-asset.png Archive - Interest Rates & Equity Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008328884-W303RQZUZCY0LGO9TFWP/image-asset.png Archive - Interest Rates & Equity Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008339955-6BYS9EZ30URB93SV14LX/image-asset.png Archive - Interest Rates & Equity Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008348630-JGLQRH22HXRK6ATWJ3ZJ/image-asset.png Archive - Interest Rates & Equity Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008357460-1PDKGA9P8Z9KMLRUWHR1/image-asset.png Archive - Interest Rates & Equity Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581008370303-U67HXD1IK7FB3OC2I6N3/image-asset.png Archive - Interest Rates & Equity Returns https://verdadcap.com/archive/meta-strategy-in-uncertain-environments-part-ii-markets monthly 0.5 2020-02-06 https://verdadcap.com/archive/meta-strategy-in-uncertain-environments-part-i-warfare monthly 0.5 2020-02-06 https://verdadcap.com/archive/japan-the-island-investors-forgot monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012628651-K9DBLX8IWYEZB59ETLQO/Figure1.png Archive - Japan: The Island Investors Forgot https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012641608-LF4YAJPBWRTDQBIJ9PXB/image-asset.png Archive - Japan: The Island Investors Forgot https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012654228-FS9700I0JL71H4OHXB11/image-asset.png Archive - Japan: The Island Investors Forgot https://verdadcap.com/archive/are-emerging-markets-cheap monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012791745-JLCGJZYZLMH79ZS6Z8EX/image-asset.png Archive - Are Emerging Markets Cheap? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012802360-6AOFY3GI4TQ0G92VGY94/image-asset.png Archive - Are Emerging Markets Cheap? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012878061-WZPJSN1S7NZ8M8BU7X07/Figure3.png Archive - Are Emerging Markets Cheap? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012823591-GWEYETYXS8FBD3GEXFOQ/image-asset.png Archive - Are Emerging Markets Cheap? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012833853-5YHA4A1D1UMXA24W1BUR/image-asset.png Archive - Are Emerging Markets Cheap? https://verdadcap.com/archive/triumph-of-the-optimists monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581012997884-8W4UG8YMSKW9WI0YQLO9/image-asset.png Archive - Triumph of the Optimists https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581013005243-26JRTI88FMKANTWM0J03/image-asset.png Archive - Triumph of the Optimists https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581013016844-AXJ5BOKSXR0CSAGTA3EU/image-asset.png Archive - Triumph of the Optimists https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581013028724-6CWW7KUCDA6265AQTUPM/image-asset.png Archive - Triumph of the Optimists https://verdadcap.com/archive/man-machine monthly 0.5 2020-02-06 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581013126053-BBN31W43S4WPNPI1COR1/Figure1.png Archive - Man + Machine https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581013140610-NA86LD7BV89955Y5Z6XJ/image-asset.png Archive - Man + Machine https://verdadcap.com/archive/running-of-the-japan-bears monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456575471-AVBXX1KYABFHQEZ5B9M5/image-asset.png Archive - Running of the Japan Bears https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456588376-TXHW6M45ECTXWS4MH0UL/image-asset.png Archive - Running of the Japan Bears https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456600041-GMYCLDG8SSISK7YBIQYQ/image-asset.png Archive - Running of the Japan Bears https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456612675-ZPZW6OTCOPGG9I2H39EC/image-asset.png Archive - Running of the Japan Bears https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456623110-GQF4N5BUV2WOFS51KMGF/image-asset.png Archive - Running of the Japan Bears https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456634029-GWY5OHLS4DTHKP8X8FWL/image-asset.png Archive - Running of the Japan Bears https://verdadcap.com/archive/the-problem-with-growth-stocks monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456417423-BEYXWQ5HXDDEVQLTQPLT/image-asset.png Archive - The Problem with Growth Stocks https://verdadcap.com/archive/us-equities-are-pricey-how-should-investors-respond monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456262958-OAXA1BEXTUQVVQJJAIMD/image-asset.png Archive - US Equities are Pricey: How Should Investors Respond? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456273976-Y514E6E23Z24A2WNGPAN/image-asset.png Archive - US Equities are Pricey: How Should Investors Respond? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456284665-5KVGTD0L3SW9IUFYVA53/image-asset.png Archive - US Equities are Pricey: How Should Investors Respond? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456299648-7QQAYK2UGS80AZJI7YLI/image-asset.png Archive - US Equities are Pricey: How Should Investors Respond? https://verdadcap.com/archive/the-limits-of-diversification monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456112908-Y7QDF3CI9YE0M76POZ17/image-asset.png Archive - The Limits of Diversification https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581456124656-1VPNP3KAV06YMI1Z9CGL/image-asset.png Archive - The Limits of Diversification https://verdadcap.com/archive/phony-happiness-in-private-markets monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455992026-49QCEAEB2JB20UXYYL7E/image-asset.png Archive - "Phony Happiness" in Private Markets https://verdadcap.com/archive/the-siren-call-of-japans-cash-hoarders monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455871216-TWWP5GV8S5OPOLJ7NBKW/image-asset.png Archive - The Siren Call of Japan's Cash Hoarders https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455883328-EDH2G5UU2M65E5PL404V/Figure2.png Archive - The Siren Call of Japan's Cash Hoarders https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455896268-5NZDDIAMDBIS6Y9BRTJ5/image-asset.png Archive - The Siren Call of Japan's Cash Hoarders https://verdadcap.com/archive/amazon-and-the-importance-of-asset-turnover monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455743036-6OO4KT9GEF4TZEYOTP3K/image-asset.png Archive - Amazon and the Importance of Asset Turnover https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455754918-2AGJCY1OQVHDZE5XI63J/image-asset.png Archive - Amazon and the Importance of Asset Turnover https://verdadcap.com/archive/what-drives-stock-prices monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455616064-8JH6Z6B2BS8LVVXNM4MY/image-asset.png Archive - What Drives Stock Prices? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455628547-S2SMMPDEWOE2WGSV6REP/image-asset.png Archive - What Drives Stock Prices? https://verdadcap.com/archive/the-feds-modeling-mistakes monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455484240-MTH4ZUPWTSTTAVM65TNY/image-asset.png Archive - The Fed's Modeling Mistakes https://verdadcap.com/archive/the-feds-forecasting-fallacies monthly 0.5 2020-02-11 https://verdadcap.com/archive/a-tale-of-two-bankruptcy-regimes monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581455283407-W3JD2JNDT8VSGV97VUYT/image-asset.png Archive - A Tale of Two Bankruptcy Regimes https://verdadcap.com/archive/an-apology-for-noise-traders monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581454116588-6ISNAWY7532OORY5IKO9/Figure1.png Archive - An Apology for Noise Traders https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581454094963-H87ITW1O4NKHCCHQ23C6/Screen+Shot+2020-02-11+at+3.46.38+PM.png Archive - An Apology for Noise Traders https://verdadcap.com/archive/evidence-based-active-manager-investing monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453876421-PWHDJP7XTG0JUEMM6MYE/image-asset.png Archive - Evidence-Based Active Manager Investing https://verdadcap.com/archive/on-passive-investing-and-the-rise-of-etfs monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453770780-DNZJDHCYZ8SKY0JQPOY5/image-asset.png Archive - On Passive Investing and the Rise of ETFs https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453780874-BPETD8CQYGKLEBF8Y6RL/image-asset.png Archive - On Passive Investing and the Rise of ETFs https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453791707-X6Q1X69ALAUEBFFT4O1R/image-asset.png Archive - On Passive Investing and the Rise of ETFs https://verdadcap.com/archive/mampa-is-a-sellers-market monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453632641-O1RGTNL2YRY1PLNCB1BM/image-asset.png Archive - M&A is a Seller's Market https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453643454-5D6VNU1CUOIWW0AI82BW/image-asset.png Archive - M&A is a Seller's Market https://verdadcap.com/archive/when-lbos-ipo monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453417980-0OGMMSTNXPZ2CQ8SFRMW/image-asset.png Archive - When LBOs IPO https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453428541-CCN0YJYGVGP56ZYEV4Z3/image-asset.png Archive - When LBOs IPO https://verdadcap.com/archive/observations-on-the-endowment-model monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453312455-B4ZNCIRB47JFBLY107RF/image-asset.png Archive - Observations on the Endowment Model https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453323415-AGQE7LSPY6HPMEZ8298Q/image-asset.png Archive - Observations on the Endowment Model https://verdadcap.com/archive/skin-in-the-game monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453210119-6LS885D5RFZ1E4GG3NT9/image-asset.png Archive - Skin in the Game https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617115229211-NW732IYL5TTJF5G0YNEY/Skin+2.png Archive - Skin in the Game https://verdadcap.com/archive/the-piotroski-synthesis monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453073341-ET3C4UCVUHIM52IRTP03/image-asset.png Archive - The Piotroski Synthesis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453088519-RI8985EIFPPJ1PHXGLR9/image-asset.png Archive - The Piotroski Synthesis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453106206-WL2EICD60OANP42PHWSK/image-asset.png Archive - The Piotroski Synthesis https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581453117818-5LEIGOSOLM6SUJNI77IO/image-asset.png Archive - The Piotroski Synthesis https://verdadcap.com/archive/whats-worked-in-japan monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581452144475-CY9QDBUJKWLCBY2F7479/image-asset.png Archive - What's Worked in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581452159990-UXQUY9370I40GKML0W71/image-asset.png Archive - What's Worked in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617115528361-RE3WQXJV8IZI2EXGYFXL/Worked+3.png Archive - What's Worked in Japan https://verdadcap.com/archive/where-is-high-yield-risk-today monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451948925-6VCB03Z9N0DC8X2IYH4F/image-asset.png Archive - Where is High-Yield Risk Today? https://verdadcap.com/archive/insurance-float-as-permanent-capital monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451839481-VILU2LWQ271U2DXR8191/Figure1.png Archive - Insurance Float as Permanent Capital https://verdadcap.com/archive/making-private-equity-great-again monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451612087-T4QV1PJQ4WZU10JR6JNS/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451622674-W7S44Q06X6OI9FOV7T05/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451639725-VKUK79K55CZXKJI2O36B/Figure3.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451653082-KV7FL4B9733W1S11KAHE/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451665904-IU3AWWSZB0H32ZWB3JWA/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451676512-T17L79CWIKMHZWJMW1U9/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451686508-QKQ9EXOT9KXXDT3PSJMX/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451696594-X5JME8SUVMLBHN37WGXZ/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451706938-D9D67KP35ZZRFFAPTXXK/image-asset.png Archive - Making Private Equity Great Again https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451723408-GP377T14SYFHWBTDUISR/Figure10.png Archive - Making Private Equity Great Again https://verdadcap.com/archive/why-japan-now monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451335861-JBU6Q34B8V2CDSKFZONQ/image-asset.png Archive - Why Japan Now https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451347280-WSNX346YJ2A4UV0TL7DZ/image-asset.png Archive - Why Japan Now https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451385102-2AJNPEUXLHCU0V2BTBPU/image-asset.png Archive - Why Japan Now https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451400365-RO2IBER3FL0UNWVB66XZ/image-asset.png Archive - Why Japan Now https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451413400-VF0ZBV7GMRMULJL7RWLN/image-asset.png Archive - Why Japan Now https://verdadcap.com/archive/the-persistence-and-predictability-of-growth monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451192823-2P9KXZ2MVFS55Q3N8R7K/image-asset.png Archive - The Persistence and Predictability of Growth https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451180114-RA1UMPZQ25DZIE162R2V/image-asset.png Archive - The Persistence and Predictability of Growth https://verdadcap.com/archive/the-small-cap-growth-lottery monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581451028802-XR805E68QC7FRTZVYUAO/image-asset.png Archive - The Small Cap Growth Lottery https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581457947927-PLFXCN3UVCDHT5J30U02/Figure2.png Archive - The Small Cap Growth Lottery https://verdadcap.com/archive/the-epistemology-of-price-prediction monthly 0.5 2020-02-11 https://verdadcap.com/archive/the-undoing-project monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581450751701-4P7OQ0FP6UDZ6UK5SN9O/image-asset.png Archive - The Undoing Project https://verdadcap.com/archive/crowded-trades-amp-unconventional-behavior monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440515421-P68KIH7E6P6HQKD4D53K/image-asset.png Archive - Crowded Trades & Unconventional Behavior https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440528998-VPAN0BJS8XTH1102LISY/image-asset.png Archive - Crowded Trades & Unconventional Behavior https://verdadcap.com/archive/on-tax-reform monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440273440-YSOXOFH8168GLP7FJEID/Figure1.png Archive - On Tax Reform https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440322567-D25UGVKSUT7SMEHBLPUZ/image-asset.png Archive - On Tax Reform https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440334789-LXOX2LZ9HE3E12XBL2OD/image-asset.png Archive - On Tax Reform https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440376870-FJ1JP6PDZUHRBNK1Z595/Figure4.png Archive - On Tax Reform https://verdadcap.com/archive/sexy-stocks-not-so-sexy-returns monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440099657-KBXC3PGQDH7AOORYUK1O/Figure1.png Archive - Sexy Stocks, Not so Sexy Returns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581440123147-3H7DACBMP48N5KBS0LTO/image-asset.png Archive - Sexy Stocks, Not so Sexy Returns https://verdadcap.com/archive/caveat-emptor-private-equity-lps monthly 0.5 2020-02-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581439940630-XEJAV7JTAZV0L0E3LUB5/image-asset.png Archive - Caveat Emptor, Private Equity LPs! https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581439954538-42M46NHUKQO4CELG4422/image-asset.png Archive - Caveat Emptor, Private Equity LPs! https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581439972211-1A6T7KVMN9HBHNIQ00SI/Figure3.png Archive - Caveat Emptor, Private Equity LPs! https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581439990116-O7IV6YNU30B7RWB6V6LM/image-asset.png Archive - Caveat Emptor, Private Equity LPs! https://verdadcap.com/archive/what-drives-the-value-premium-surprising-news monthly 0.5 2020-03-19 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584647254178-FUD2KECZ44JCY5RWC783/Figure1.png Archive - What Drives the Value Premium? Surprising News... https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581439580168-GQLW0SWO90SIFQJ0OYSM/image-asset.png Archive - What Drives the Value Premium? Surprising News... https://verdadcap.com/archive/betting-on-unpredictability monthly 0.5 2020-02-11 https://verdadcap.com/archive/an-alternative-approach-to-financial-modeling-for-individual-companies monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581358797001-1QOKWM49LN1OLOBFYP3Z/image-asset.png Archive - An Alternative Approach to Financial Modeling for Individual Companies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581358809107-A7FGKMDWWBOH2KN2HAM4/image-asset.png Archive - An Alternative Approach to Financial Modeling for Individual Companies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581358829587-GWQQT50AE7GAQ0RZ6P9X/image-asset.png Archive - An Alternative Approach to Financial Modeling for Individual Companies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581358842282-D0A4MM99055EX711XXYL/Figure4.png Archive - An Alternative Approach to Financial Modeling for Individual Companies https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581358874216-BMBW5CAMWPOCR1VG1SOK/image-asset.png Archive - An Alternative Approach to Financial Modeling for Individual Companies https://verdadcap.com/archive/why-invest-abroad monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356692575-ENO1PDFDAPAJREU74D4G/image-asset.png Archive - Why Invest Abroad? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356703934-S7ULIFW3F0341WOHZFY0/image-asset.png Archive - Why Invest Abroad? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356715757-ZPINVH16MVY322S3RHVG/image-asset.png Archive - Why Invest Abroad? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356725257-Y1PQCNG97WBNY6LRD4N9/image-asset.png Archive - Why Invest Abroad? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356734900-6A2QTJ06ZU09CR1BVGBW/image-asset.png Archive - Why Invest Abroad? https://verdadcap.com/archive/why-do-bad-models-persist monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356591593-XXASWYDRFRK1ICWAIY01/Figure1.png Archive - Why Do Bad Models Persist? https://verdadcap.com/archive/where-are-we-in-the-credit-cycle monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356462330-ODXPT3V6H3ZMUODRLOZQ/image-asset.png Archive - Where are We in the Credit Cycle? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356472666-H5M1EULHW3OBMVD6KCS9/image-asset.png Archive - Where are We in the Credit Cycle? https://verdadcap.com/archive/the-quest-for-yield monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356342953-NZIIYMET7EWB5I9WK6YL/image-asset.png Archive - The Quest for Yield https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356352673-A77UFS8BUOE30DK3SJ5D/image-asset.png Archive - The Quest for Yield https://verdadcap.com/archive/the-genius-of-search-funds monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581356160885-0G5KRARMRMN45RLANHVE/image-asset.png Archive - The Genius of Search Funds https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617115826328-REDEC6O4N5TRK59C5VA2/Genius+2.png Archive - The Genius of Search Funds https://verdadcap.com/archive/why-most-active-managers-fail monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355932459-12WIINRWI42V7A1QS2U8/Figure1.png Archive - Why Most Active Managers Fail https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355949699-C9X0Q09VUKTFBQJKMKF0/image-asset.png Archive - Why Most Active Managers Fail https://verdadcap.com/archive/on-momentum monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355780534-B8GWTO7SL9MKNBBHIU6F/image-asset.png Archive - On Momentum https://verdadcap.com/archive/explaining-private-equity-returns-from-the-bottom-up monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355692656-JPZVPE0DRM75I13LG2Y7/image-asset.png Archive - Explaining Private Equity Returns from the Bottom Up https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355682845-7U7ZT232JLHMLFQEEFUM/image-asset.png Archive - Explaining Private Equity Returns from the Bottom Up https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355672744-1O605I6G3WKCKLB3BM0T/image-asset.png Archive - Explaining Private Equity Returns from the Bottom Up https://verdadcap.com/archive/caveat-emptor-private-equity monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355523901-WISZ1A36EDXS03YKLD38/image-asset.png Archive - Caveat Emptor - Private Equity https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355535457-LST6NF6GUTOBLL31A54H/image-asset.png Archive - Caveat Emptor - Private Equity https://verdadcap.com/archive/explaining-japanese-leveraged-value-equity-returns monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355404681-PFKR2DKDWR8TV1EIFA5G/image-asset.png Archive - Explaining Japanese Leveraged Value Equity Returns https://verdadcap.com/archive/replicating-our-debt-paydown-algorithm-in-japan monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355095796-VD8SXVRP7MLF0U3IVO34/image-asset.png Archive - Replicating Our Debt Paydown Algorithm in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581355107025-75EI869HGDK4765QWUBJ/image-asset.png Archive - Replicating Our Debt Paydown Algorithm in Japan https://verdadcap.com/archive/replicating-leveraged-small-value-equities-in-japan monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581354939565-FMTVIGWLFH3YRU81OSQB/image-asset.png Archive - Replicating Leveraged Small Value Equities in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581354951805-48ODAZKD6M04ES9KRHXM/image-asset.png Archive - Replicating Leveraged Small Value Equities in Japan https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581354978348-4087XLRHA7ACWDQBMGOR/Figure3.png Archive - Replicating Leveraged Small Value Equities in Japan https://verdadcap.com/archive/fear-amp-trembling-in-japan monthly 0.5 2020-02-10 https://verdadcap.com/archive/on-being-wrong-1 monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581354560445-SCGGNB2X6RDNL9ZULNGW/Figure1.png Archive - On Being Wrong https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581354597993-FOMAROSN342Y415SN5JF/image-asset.png Archive - On Being Wrong https://verdadcap.com/archive/do-as-buffett-does-not-as-buffett-says monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581352369717-UG6L1Q8D0S3QXPE31WQD/image-asset.png Archive - Do as Buffett Does Not as Buffett Says https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581352379733-VBP5WA1ICJRU7F0N3SZW/image-asset.png Archive - Do as Buffett Does Not as Buffett Says https://verdadcap.com/archive/when-debt-is-more-than-a-four-letter-word monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1593111698801-WTO62JB4CM7OMTUER7OF/four+letter.png Archive - When Debt is more than a Four-Letter Word https://verdadcap.com/archive/why-replicate-private-equity monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581352077207-HN1TA726R90V5M75BEHC/image-asset.png Archive - Why Replicate Private Equity? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581352089910-9J39O4N0UM7YQRGKKJWN/image-asset.png Archive - Why Replicate Private Equity? https://verdadcap.com/archive/can-simple-quantitative-rules-improve-the-performance-of-fundamental-investors monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351881129-9VEZYSJ3U67XOD3YA8MF/image-asset.png Archive - Can Simple Quantitative Rules Improve the Performance of Fundamental Investors? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351904296-NE97TCZFW40MQNQE929O/image-asset.png Archive - Can Simple Quantitative Rules Improve the Performance of Fundamental Investors? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351919042-NOOWQQMYWQ7I24J3V9S8/image-asset.png Archive - Can Simple Quantitative Rules Improve the Performance of Fundamental Investors? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351932800-NEXGN06D8JEC81NJY2X4/image-asset.png Archive - Can Simple Quantitative Rules Improve the Performance of Fundamental Investors? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351943666-UJTZQFQXX2VDEWCALCL2/image-asset.png Archive - Can Simple Quantitative Rules Improve the Performance of Fundamental Investors? https://verdadcap.com/archive/the-difficult-standard-of-predictive-accuracy monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351730167-3U4E1JL06220CNZUJK6G/image-asset.png Archive - The Difficult Standard of Predictive Accuracy https://verdadcap.com/archive/sometimes-it-pays-to-bet-against-the-experts monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351587275-GVA6VTWGU367ICR76BM2/image-asset.png Archive - Sometimes It Pays to Bet against the Experts https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351599976-IFIF1U9X46XMQXO8PMG1/Figure2.png Archive - Sometimes It Pays to Bet against the Experts https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351613690-T0WTYE1YK9W4QMTN2A2J/image-asset.png Archive - Sometimes It Pays to Bet against the Experts https://verdadcap.com/archive/what-happens-in-an-lbo monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351325395-TBGIQ0ORZ4CK8GFZ7QOZ/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351340627-SACFZJGPKLDDO3KX9QJN/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351352398-E0ORBTF6BS83X196GVWM/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351361897-OIUKQ5H2AJSSUGIX4J1B/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351394622-B9B2P65VX8OD3SIWIQNW/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351409288-ZQVAMYDG43D6DY8D4QUC/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351417691-OMIHGQ6VEMYQXAMO3AIU/image-asset.png Archive - What Happens in an LBO? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581351429356-ITY7DTHXFSS4C4DR7A4C/image-asset.png Archive - What Happens in an LBO? https://verdadcap.com/archive/my-first-principles monthly 0.5 2020-02-10 https://verdadcap.com/archive/the-case-of-civeo-and-the-unknown-unknowns monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581350500305-E4J40Y5YC3Y2TBOXGANE/image-asset.png Archive - The Case of Civeo and the Unknown Unknowns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581350512297-XTD6S9RMBH36VDUGQI3M/image-asset.png Archive - The Case of Civeo and the Unknown Unknowns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581350526684-14KIWQLA3ZEZTCI7A4D8/image-asset.png Archive - The Case of Civeo and the Unknown Unknowns https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581350538608-OVHF57CSTNRV3LP3UBZ2/Figure4.png Archive - The Case of Civeo and the Unknown Unknowns https://verdadcap.com/archive/on-knowability monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581350183194-E1MM46GZC3A2HUH08ZJF/image-asset.png Archive - On Knowability https://verdadcap.com/archive/private-equitys-pro-cyclical-problem monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349562133-ATBEN35VS8MP6BGRUZGF/image-asset.png Archive - Private Equity's Pro-Cyclical Problem https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349572483-H7MC58GF83L8PCQ15OYY/Figure2.png Archive - Private Equity's Pro-Cyclical Problem https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349653825-7YQY6YBQHBNKY14PDV3L/image-asset.png Archive - Private Equity's Pro-Cyclical Problem https://verdadcap.com/archive/investing-across-the-short-term-debt-cycle monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349367524-H4D6K9WX69HPXGSJELPB/image-asset.png Archive - Investing across the Short-Term Debt Cycle https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349378233-DES0RFCXNSZYLWJAGBVR/Figure2.png Archive - Investing across the Short-Term Debt Cycle https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349390636-K1H7UQCHH9PN3M9JJ30U/image-asset.png Archive - Investing across the Short-Term Debt Cycle https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349399922-XVXIHNGMLP34AC2CI1QA/Figure4.png Archive - Investing across the Short-Term Debt Cycle https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349412519-OUCOIZ5M4KG69AFENKOE/image-asset.png Archive - Investing across the Short-Term Debt Cycle https://verdadcap.com/archive/should-investors-avoid-melting-ice-cubes monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349154700-XRD5OJNYXQ3GA53KCG48/image-asset.png Archive - Should Investors Avoid Melting Ice Cubes? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349166810-X7MBU7SRP7IOWOZ7V5RM/image-asset.png Archive - Should Investors Avoid Melting Ice Cubes? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349180148-99VZWA6TGJCLLSSCSHUC/image-asset.png Archive - Should Investors Avoid Melting Ice Cubes? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581349196077-H5068QPJDCULGMS505SH/image-asset.png Archive - Should Investors Avoid Melting Ice Cubes? https://verdadcap.com/archive/how-to-beat-private-equity-in-the-public-markets monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581348965082-6VNDXXKHLTFMHWB1YLEM/image-asset.png Archive - How to Beat Private Equity in the Public Markets https://verdadcap.com/archive/do-you-believe-pes-reported-returns monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581348675275-VNF9X49G2NT7DSNFZ9NC/Figure1.jpg Archive - Do You Believe PE's Reported Returns? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581348690797-2Y5S9XK7A2H3GR7Y51YV/image-asset.jpeg Archive - Do You Believe PE's Reported Returns? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581348736479-V14V9ID7LOWQO3ME7VXZ/image-asset.jpeg Archive - Do You Believe PE's Reported Returns? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581348780689-DAHN5JE6PD6LASSL9EAJ/image-asset.jpeg Archive - Do You Believe PE's Reported Returns? https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581348801493-YKM08ZMN0Z1NRT7OS27X/image-asset.png Archive - Do You Believe PE's Reported Returns? https://verdadcap.com/welcome daily 1.0 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1583458505911-OS1DNWZNUELACJY978J5/Pattern+1%402x.png Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/b311f3e1-b6a9-47c8-a315-fb8e39c9d6e8/HumbleInvestor-Banner.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/ee7cf12a-054d-41b2-8c8e-79c00a7b01ae/HumbleInvestor-AmazonBanner6.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582993810308-2CYQHCTA6U7ZLAU5Z361/Careers%25402x.jpg Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803906897-2CXJEEXDU3PQL7R9YFHX/Featured%25402x.jpg Rigorous. Empirical. Systematic. - Featured Thinking Through in-depth empirical analysis, Verdad research focuses on uncovering the intellectual truths that underlie financial markets. Click below to see some of our best thinking and insights. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582804017350-LSPTC4KCSP2A225ZWEJ0/Weekly%2BResearch%25402x.jpg Rigorous. Empirical. Systematic. - Verdad Weekly Research Verdad Weekly Research is our flagship research product. Each week we endeavor to provide a compelling analysis on a topic relevant to our clients. Click below to access our research library. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803595950-8M930E2CYXL9V13FKLP1/Greg%2BObenshain.jpg Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/08beb81b-20f0-405f-8cd4-433c914591f8/Hanon+Headshot_Edited.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Rigorous. Empirical. Systematic. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1637200709788-6FVMVT7PUOT8DZYSKIPZ/News-1%402x.png Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582813631572-FJ6ZPEH8OPIZNVHP757A/Podcasts Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582813653022-YPNF9O71FVHDNVC96A0K/Print+News.jpg Rigorous. Empirical. Systematic. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582994366575-O5JCIXYWZ3L5CI7BCDXQ/Approach%402x.png Rigorous. Empirical. Systematic. Verdad hires undergraduate and graduate students for our internship program. If you want to work in an intellectual environment rich with debate and curiosity, you will love working at Verdad. We seek diversified educational backgrounds and encourage applicants from all academic disciplines to apply. https://verdadcap.com/dan-rasmussen daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Dan Rasmussen - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Dan Rasmussen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Dan Rasmussen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Dan Rasmussen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Dan Rasmussen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Dan Rasmussen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/brian-chingono daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Brian Chingono - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Brian Chingono https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Brian Chingono https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Brian Chingono https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/08beb81b-20f0-405f-8cd4-433c914591f8/Hanon+Headshot_Edited.jpg Brian Chingono - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Brian Chingono - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Brian Chingono https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Brian Chingono - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Brian Chingono - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Brian Chingono - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/greg-obenshain daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Greg Obenshain - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Greg Obenshain https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Greg Obenshain https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Greg Obenshain https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/08beb81b-20f0-405f-8cd4-433c914591f8/Hanon+Headshot_Edited.jpg Greg Obenshain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Greg Obenshain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Greg Obenshain https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Greg Obenshain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Greg Obenshain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Greg Obenshain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/graham-infinger daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Graham Infinger - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Graham Infinger https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Graham Infinger https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Graham Infinger https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/08beb81b-20f0-405f-8cd4-433c914591f8/Hanon+Headshot_Edited.jpg Graham Infinger - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Graham Infinger - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Graham Infinger https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Graham Infinger - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Graham Infinger - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Graham Infinger - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/disclaimer-agreement-1 daily 0.75 2025-12-11 https://verdadcap.com/terms-and-conditions daily 0.75 2022-07-11 https://verdadcap.com/disclaimer-agreement-2 daily 0.75 2020-02-09 https://verdadcap.com/featured-thinking daily 0.75 2021-04-09 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617118638472-HFUMU78F9IVWWXIEEKHD/Countercyclical+Investing+Thumbnail.jpg Featured Thinking https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617119518283-UXC5DL8HQOW241XY12SW/Emerging+Markets+Cover_crop2.jpg Featured Thinking https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1617118663747-E5M6CVE8C8ZCVKEARTRM/Crisis+Investing+Thumbnail.jpg Featured Thinking https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582804609416-FR32405F68CAASXME3W5/The%2BGospel%2BAccording%2Bto%2BMichael%2BPorter%2B%2B%2BInstitutional%2BInvestor.jpg Featured Thinking https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582804449467-G3X8QFBF6DJQEA0KN5OM/Featured%2BThinking%2B1.jpg Featured Thinking https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1581290739791-IHAB90GV29AZ64THZ71P/The+MBA+and+the+Myth+and+the+CEO Featured Thinking https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582806542406-D65RROX95M4N81VU3I0L/High-Yield%2BWas%2BOxy%2B%2BPrivate%2BCredit%2BIs%2BFentanyl%2B%2B%2B%2BInstitutional%2BInvestor.jpg Featured Thinking https://verdadcap.com/featured-press daily 0.75 2021-10-05 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633450170973-6YXE3UOXGU4FS3QBHYJ9/Forbes+whiz+kid.PNG Featured - inside the corOnavirus haul of a wall street whiz kid August 10, 2021 Forbes https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1591620557867-EEPHY5DEBVCXHY5I6EBO/WSJ+Article.png Featured - Small value stocks are down but not out June 7, 2020 The Wall Street Journal https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582820876964-YOGSRQVLU6IPT3XHIJVD/3%2BInvestments%2BThat%2BMay%2BHave%2BHit%2BTheir%2BPeak%2B-%2BThe%2BNew%2BYork%2BTimes.jpg Featured - three investments that may have hit their peak September 14, 2018 The New York Times https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582820195716-Y94TQ7DCCIY2QVD7ZQTN/He%2BTook%2BOn%2BPrivate%2BEquity%25E2%2580%2594and%2BHe%25E2%2580%2599s%2BWinning%2B-%2BBarron%2Bs.jpg Featured - he took on private equity and he’s winning May 1, 2018 Barron’s https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582820568860-C5I1I0VZ77PBIW4STXQ9/One%2BYoung%2BHarvard%2BGrad%25E2%2580%2599s%2BQuixotic%2BQuest%2Bto%2BDisrupt%2BPrivate%2BEquity%2B%2B%2BInstitutional%2BInvestor.jpg Featured - one young harvard grad’s quixotic quest to disrupt private equity April 25, 2018 Institutional Investor https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582821232373-0QEC7FWYV0BBMPNNN8VQ/Young%2BHedge-Fund%2BManager%2BCracks%2BThe%2BPrivate-Equity%2BCode%2B%2BSmall%2BStocks%2BAnd%2BLeverage.jpg Featured - young hedge-Fund manager cracks the private equity code: Small stocks and leverage August 29, 2016 Forbes https://verdadcap.com/podcasts-and-interviews daily 0.75 2024-08-15 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1655148096375-45O8ITLAF4Y4U4TOA9PC/We+Study+Billionaires+podcast+image.png Podcasts and Interviews - Indicators for Crisis investing with dan rasmussen June 10, 2022 We Study Billionaires - The Investor's Podcast Network https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1650570470448-JGK41F6S2AKWOP9IA8QP/Millenial+podcast+screenshot.png Podcasts and Interviews - Building a balanced portfolio with daniel rasmussen April 21, 2022 Millennial Investing - The Investor’s Podcast Network https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633464248439-1K8HK0V247P55I0697CL/Gen_Arb_Cover_small-scaled.jpg Podcasts and Interviews - Investing during a crisis: Dan Rasmussen and greg obenshain July 30, 2021 Generational Arbitrage Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633619180505-I5YADYS4TE2MPBWARKCC/models.PNG Podcasts and Interviews - greg obenshain — quantitative credit July 19, 2021 Flirting with Models Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633464033626-3H5PJVIZWTDCHTNUM4RM/Infinite_Loops_Podcast_Artwork.jpg Podcasts and Interviews - Dan Rasmussen — Crises investing July 15, 2021 Infinite Loops Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633463856309-LQ333VL2KNSXDMIJ15Y5/Value_Team_Podcast.PNG Podcasts and Interviews - the value perspective with dan rasmussen June 14, 2021 Schroders https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633464789966-93VM920XBXODKRKW3SZ6/a+random+walk+image.jpg Podcasts and Interviews - Black swans, risk, and exponentials (Dan Rasmussen) May 17, 2020 A Random Walk with Ben Kohlmann https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633464478236-SLUNXZ3US1ZZAOL7SXKL/acquirers+podcast+image.jpg Podcasts and Interviews - Countercyclical: Verdad’s dan rasmussen on asset allocation May 3, 2021 The Acquirer’s Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1616181847686-6L67SUQK7RB3LPM4I695/Meb+Faber+Screenshot+%28March+2021%29.PNG Podcasts and Interviews - emerginG markets crisis investing March 17, 2021 The Meb Faber Show https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633465164211-J54G5AI3948QZ6PLVA7J/n2+image.png Podcasts and Interviews - Coronavirus Miniseries Ep 7 with Dan Rasmussen April 1, 2020 Numbers and Narrative Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1585757855104-L3I3NMEZZB46S9MXT5WL/Planet+MicroCap.PNG Podcasts and Interviews - talking microcap stocks with dan rasmussen, cio of verdad March 25, 2020 Planet MicroCap Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1584375113694-RQ0LJGKR4JX9VGQOVWC1/Crisis+Investing+Podcast+%28March+16%29.PNG Podcasts and Interviews - dan rasmussen — investing through a crisis March 16, 2020 Invest Like the Best Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1585662056384-YL4VJ5UMLD1ZAQCZPC0J/RealVision+quarantined.PNG Podcasts and Interviews - credit chaos and fool’s yield: updating the thesis March 16, 2020 Real Vision https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582851439887-VXL9L2MZW2PU04KRPWFG/Dan%2BRasmussen%2B%25E2%2580%2593%2BPrivate%2BEquity%2BRisk%2Band%2BPublic%2BEquity%2BOpportunity%2Bat%2BVerdad%2BAdvisers%2B%2BFM%2BEP%2B15%2B%2B-%2BTed%2BSeides.jpg Podcasts and Interviews - private equity risk and public equity opportunity at verdad advisers February 16, 2020 Capital Allocators Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1583178911122-V1KC7WCBIMMANJXYCD6Z/Feb+11+screengrab.PNG Podcasts and Interviews - private credit is fentanyl, with gregory obenshain, verdad advisers February 11, 2020 The Contrarian Investor Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582902070242-J1GNUW0WXX9KKL2HZURX/Capital+Camp+Screenshot.PNG Podcasts and Interviews - dan rasmussen - five investing heresies February 7, 2020 Capital Camp https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1583179085807-RA4XF0IIBSG16NA2RUCJ/Jan+10+Podcast+screengrab.PNG Podcasts and Interviews - quant credit with greg obenshain and dan rasmussen of verdad advisers January 10, 2020 ValueWalk’s ValueTalks Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633465556472-QIRI4WA210LS8L0FVVR1/Making-Killing-Website.jpg Podcasts and Interviews - The risks and realities of private equity with dan rasmussen September 23, 2019 Making a Killing with Bethany McLean https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582853137274-7X5MS5JX6BIDIFXLVXLK/Dan%2BRasmussen%2B-%2BPrivate%2BEquity%2B%2BReplicating%2BPE%2BIn%2BPublic%2BMarkets.jpg Podcasts and Interviews - private equity, replicating pe in public markets May 20, 2019 The Acquirer’s Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1633465695621-NAFMR64HTXSC9X32EDIV/The_Wall_Street_Lab_-_Cover_-_Small.jpg Podcasts and Interviews - dan rasmussen — disrupting private equity May 3, 2019 The Wall Street Lab Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582852935883-NMOATDN197RB1VNIER53/Modern%2BFinancial%2BTheory%2B%2B%2BThe%2BJim%2BGrant%2BSeries%2Bft%2B%2BDan%2BRasmussen%2B%2B%2BReal%2BVision%25E2%2584%25A2%2B-%2BYouTube.jpg Podcasts and Interviews - the jim grant series: Featuring dan rasmussen September 14, 2018 Real Vision Finance https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582852019062-6QEFA3HG4M3DZ9WR3MDM/Private%2BEquity%2BReturns%2Bin%2BPublic%2BMarkets%2B%2Bw%2B%2BDan%2BRasmussen%2B%25E2%2580%2593%2B%2BInvest%2BLike%2Bthe%2BBest%2B%2BEP%2B78%2B.jpg Podcasts and Interviews - private equity returns in public markets February 27, 2018 Invest Like the Best Podcast https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582899957749-KBQ3GVEINV0XT7DO515P/Bloomberg+Screenshot.PNG Podcasts and Interviews - verdad advisers’ rasmussen says expectations for pe are ‘crazy’ February 23, 2018 Bloomberg TV https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582852409439-6FUQ9FQXQT618IHPPWVI/Episode%2B%2B90%2B%2BDan%2BRasmussen%2B%2B%25E2%2580%259CThe%2BCrown%2BJewel%2Bof%2Bthe%2BAlternative%2BUniverse%2Bis%2BPrivate%2BEquity%25E2%2580%259D%2B%2B%2BMeb%2BFaber%2BResearch%2B-%2BStock%2BMarket%2Band%2BInvesting%2BBlog.jpg Podcasts and Interviews - the crown jewel of the alternative universe is private equity January 17, 2018 The Meb Faber Show https://verdadcap.com/print-news daily 0.75 2021-10-18 https://verdadcap.com/weekly-research daily 0.75 2023-07-18 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1580915207655-Q8JTA1IIGL75HVK17BV5/istockphoto-950986656-1024x1024.jpg Weekly Research https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582808737481-8NA2ZAFXE2SIM0AY6TV6/Research+Library%402x.png Weekly Research https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582808932002-1CCFZMK6GL94KW4R0VZ9/Research+Library+Mobile%402x.png Weekly Research https://verdadcap.com/sam-hanson daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/08beb81b-20f0-405f-8cd4-433c914591f8/Hanon+Headshot_Edited.jpg Sam Hanson - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Sam Hanson https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Sam Hanson https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Sam Hanson https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1606075694799-9TUB7RTDYF21OW1TDX19/Graham+Infinger.jpg Sam Hanson https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Sam Hanson - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Sam Hanson https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Sam Hanson - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Sam Hanson - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Sam Hanson - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/chris-satterthwaite daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Chris Satterthwaite - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Chris Satterthwaite https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Chris Satterthwaite https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Chris Satterthwaite https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1606075694799-9TUB7RTDYF21OW1TDX19/Graham+Infinger.jpg Chris Satterthwaite https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Chris Satterthwaite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Chris Satterthwaite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Chris Satterthwaite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Chris Satterthwaite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Chris Satterthwaite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/current-openings daily 0.75 2026-01-21 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/f8500969-4ec1-40a4-9669-72bc20a6c415/interns+2.jpg Current Openings https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582809649496-1TBPOFQKM0TYRKZ4VMNM/Spohn%252C%2BWidener%252C%2Bhi-res.jpg Current Openings https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582809910867-LPXW0C564PB0M1F6UTRW/Isaac%2BKipust%2BInterns.jpg Current Openings https://verdadcap.com/lionel-smoler-schatz daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Lionel Smoler Schatz - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Lionel Smoler Schatz https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Lionel Smoler Schatz https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Lionel Smoler Schatz https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Lionel Smoler Schatz https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Lionel Smoler Schatz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Lionel Smoler Schatz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Lionel Smoler Schatz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Lionel Smoler Schatz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Lionel Smoler Schatz - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/clark-dean daily 0.75 2024-09-11 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3baeb3db-3d0d-47ae-97af-668a0998e4b9/Clark-Dean-Edited.jpg Clark Dean - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Clark Dean https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Clark Dean https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Clark Dean https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Clark Dean https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Clark Dean - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Clark Dean - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Clark Dean - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Clark Dean - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/naoki-ito daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Naoki Ito - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Naoki Ito - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Naoki Ito https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Naoki Ito https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Naoki Ito https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Naoki Ito - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Naoki Ito - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Naoki Ito https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Naoki Ito - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Naoki Ito - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/yukoh-shimizu daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Yukoh Shimizu - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Yukoh Shimizu - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Yukoh Shimizu https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Yukoh Shimizu https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803617818-H9STFUXL3ZX8LPN2WYBW/Graham+Infinger.jpg Yukoh Shimizu https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Yukoh Shimizu - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Yukoh Shimizu - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Yukoh Shimizu https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki_Ito_photo_square.jpeg Yukoh Shimizu - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Yukoh Shimizu - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://verdadcap.com/anton-wintner daily 0.75 2026-01-24 https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/0111b2b7-b126-462f-a629-b799686277b2/Anton-Wintner.jpg Anton Wintner - Dan Rasmussen https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803311965-4WHL60HQPY859KPLIDXJ/Dan+Rassmussen.jpg Anton Wintner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803527190-B6W95X08HUACQ87CWQZQ/Brian%2BChingono.jpg Anton Wintner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1582803555736-EZB5T3YM1BZZ7O7UZBBM/Greg+Obenshain.jpg Anton Wintner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/1606075694799-9TUB7RTDYF21OW1TDX19/Graham+Infinger.jpg Anton Wintner https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/cae52cd1-613f-424d-a855-0c938dc3e054/Hanon+Headshot_Edited.jpg Anton Wintner - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/2bc36ee5-daf8-4119-b243-ae47fcca78cf/Satterthwaite_Edited-2.jpg Anton Wintner - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/3e5286a7-4744-40f2-b1ab-69879fdd5b80/Lionel-Smoler-Schatz-Edited.jpg Anton Wintner - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/34360e0b-9e33-465c-aab0-f8ec8f770bc7/Naoki-Ito.jpeg Anton Wintner - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5db0a1cf5426707c71b54450/407bfacf-f71a-4c04-bb0c-6d6d23809628/Yukoh-Shimizu-headshot.jpg Anton Wintner - Make it stand out Whatever it is, the way you tell your story online can make all the difference.