Investology: re-think investment management

Investology: re-think investment management

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IRR: the Inappropriate Return Ratio
The most dangerous indicator in investing
5
Why Are All Illiquid Alts Outperforming? Masterworks & friends
Data manipulation is a superpower
4
REITs as Building Blocks and Hedging Tools for Private Investors
A pragmatic view on REITs in portfolio construction, for income, capital appreciation, or a step on or off the property ladder
2
Who needs correct valuations when you've got love?
Part 2 of a mini-series on BREIT and the marketing genius of Blackstone.
1
AI and the Bull Market: a Narratology
Can Shiller's Narrative Economics be applied in a timely manner to predict stock market moves?
BREIT: The most successful fund in history?
Part 1 of a mini-series on BREIT, private assets and the marketing genius of Blackstone.
🎧 Quant Trading: from Data to Alpha
How Hedge Funds use data and technology to perform sustainably
Charlie Munger and the Art of Saying No
Perhaps we all need to become an "Abominable no-man"
3
Private Equity - beyond the Hype
GS sees a seismic shift, the markets are crashing, but everybody agrees individual investor will get a bigger share of it.
Ramify & the new digital ways of milking investors
It looks like Wealthtech won't save us after all
3
🎧From Purpose to Trillions $$$
A conversation with Eric Balchunas, author of "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors…
3
🤔 NVIDIA'S Real Moat, Scrapped? (by Money Machine Newsletter)
A different look at NVIDIA and the AI narrative
© 2025 George Aliferis
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