Antti Ilmanen - Unexpected Returns (S5E8)
Flirting with Models
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The Value Strategy
In recent days, i thought i really should dust off my notes on the dynamics of markets in the kind of situation where we might be heading now. In chapter 20 of my expected returns, i talk about this ad balance of different investor types. You need to have prosiclic and stabilizing investors. valuations are the most useful crowding measure. The logic that i was just talking about looking at valuations as n that doesn't seem to be so important for trend or momentom strategy.
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