This is a summary of links featured on Quantocracy on Sunday, 05/22/2022. To see our most recent links, visit the Quant Mashup. Read on readers!
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Value Investing: Headwinds, Tailwinds, and Variables [Alpha Architect]n my past life as a rower, I spent a lot of time figuring out which way the wind was blowing: Would it be a headwind and slow things down? Or would it be a tailwind and shorten the race? But a tailwind that went against the current could cause choppy waterwhich would slow things back down. Variables affect other variables and things can get confusing, quickly. Investing is no different. A