Aconomics
Subscribe
Sign in
Home
Archive
About
Diversification & Concentration (Risk) in Investing
From Cathie Wood and Warren Buffet to the Holy Grail of Ray Dalio. What to expect when the music stops (for a minute).
Jan 24, 2022
•
AJ Aconomics
2
Share this post
Aconomics
Diversification & Concentration (Risk) in Investing
Copy link
Facebook
Email
Notes
More
August 2021
The Nuances Of Volatility
How do we measure volatility in the market? Can we really use Market volatility, the VIX or "fear gauge"? Lets go over how its measured, why traders…
Aug 21, 2021
•
AJ Aconomics
2
Share this post
Aconomics
The Nuances Of Volatility
Copy link
Facebook
Email
Notes
More
June 2021
A proxy against Inflation
On how alternative asset classes can provide a hedge for the increasing inflation expectations and a review of my favorite private equity firms that can…
Jun 10, 2021
•
AJ Aconomics
1
Share this post
Aconomics
A proxy against Inflation
Copy link
Facebook
Email
Notes
More
April 2021
Archegos biblical losses
In Hwang they trusted. Again. Billions lost, people fired and we're still waiting on that legislation. The story has all the ingredients to be a Netflix…
Apr 14, 2021
3
Share this post
Aconomics
Archegos biblical losses
Copy link
Facebook
Email
Notes
More
2
Crazy times of Guns, Butter and Debt
There was once a sense of "rational" government spending leading policy but the tables have turned and we're hoping for the best 😬
Apr 3, 2021
•
AJ Aconomics
3
Share this post
Aconomics
Crazy times of Guns, Butter and Debt
Copy link
Facebook
Email
Notes
More
March 2021
We Need Shorts ↘️
An in-depth look into shorting, shorts, and why we need them 👈
Mar 22, 2021
•
AJ Aconomics
3
Share this post
Aconomics
We Need Shorts ↘️
Copy link
Facebook
Email
Notes
More
January 2021
On Money Supply and Inflation
The theory and link between Money and Inflation.
Jan 16, 2021
•
AJ Aconomics
3
Share this post
Aconomics
On Money Supply and Inflation
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts