Digging Value: Quantitative Easing But With Gold
Digging Value is a twice-a-week column where I deep dive into markets, mining, and whatever financial absurdity caught my attention. If you like your investing insights (not advice!) grounded in cash flows, hard assets, and common sense—but also recognize that markets frequently ignore all three—you’ll probably enjoy this. Let’s explore the wild world of value […]
Mastering Mean Reversion: The Power of Statistical Gravity in Markets
In today’s increasingly volatile market environment, the ability to identify, measure, and exploit mean reversion opportunities remains one of the most reliable edges available to global macro investors. While markets evolve, the fundamental principles that drive price normalization and statistical reversion rarely do. After my last series on Trend Following and Momentum Systems I wanted […]
