My personal Substack
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 290 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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larryswedroe.substack.comLatest Issues
Is AI Priced for Perfection?
“There’s an old saying that, on Wall Street, there are no bad ideas, only good ideas taken too far.”
“There’s an old saying that, on Wall Street, there are no bad ideas, only good ideas taken too far.”
The Fiscal Deficit Trap: Why the Standard Recession Playbook No Longer Works
The war in Iran has elevated recession risk in the US, and it is not from a position of fiscal strength — a shift that changes what investors have thought they knew about how recessions end.
The war in Iran has elevated recession risk in t...
Private Equity’s Hidden Truth: What Confidential SEC Data Reveals
The debate over private equity performance has been plagued by self-selection bias—funds volunteered their performance numbers to third-party vendors primarily to attract new investors.
The debate over private equity performance has been p...
Private Credit Risk: Look Past the Default Rate
Private credit has become one of the most talked-about corners of the market, but much of the discussion revolves around the wrong metric.
Private credit has become one of the most talked-about corners of the market, but much of the discus...
The MAX Anomaly Revisited: What New Research Reveals About Lottery Stock Investing
If you’ve been following behavioral finance research, you’ve probably heard about the “MAX anomaly”—the puzzling finding that stocks with extreme positive daily returns tend to underperform going forward.
If you’ve been following behaviora...
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Authors
The writers behind this newsletter.
Authored or co-authored 18 books on investing with the latest being Enrich Your Future. I regularly review the findings of peer-reviewed financial journals, evaluating the outcomes, and letting investors know what to do with the information.
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