Past research that we have sent our subscribers
AngelList Venture: The State of U.S. Early-Stage Venture
& Startups: 2021
AQR: The Long Run Is Lying to You
Baillie Gifford: Lessons from Bessembinder
Bridgewater: Who Will Prove Most Vulnerable to the Pullback in Liquidity?
GMO: Dispelling Myths in The Value vs. Growth Debate
Goldman Sachs: Piloting Through
Man Institute: Trend-Following in Inflationary Environments
Morgan Stanley: Everything Is a DCF Model
OSAM: The Great Inflation, Factors, and Stock Returns
Richard Ennis: The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium
Robeco: The Cross-Section of Stock Returns before 1926 (and beyond)
Vanguard: Asset bubbles and where to find them
Verdad Advisers: Countercyclical Investing: Foundations of a Cycle-Driven Approach to Asset Allocation