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2min chapter
Cliff Asness on Quant Value Investing
Masters in Business
The Goldman Sachs, a Non Profitable Tech Basket, and Another Basket of Low Quality Stocks
Goldman Sachs has crushed it in 2023. Is this just a dead cat bounce? What does this mean? Is the cycle changing or what's happening in the your least favorite part of the market? This is going to be a hard one because it's confusing. But it's confusing in a different way than you're thinking, break up what's going on into pure measures of junk. Profitability and choosing more profitable and underweighting or selling low profitable and beta have had a really bad start to this year.
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