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A passive investor at present who was actively scammed once. Seduced by the humble beta, preaching to the choir now.

A gaggle of links: matters of debate

Anish Does Covid-19 Prove the Stock Market is Inefficient – Ben Carlson/AWOCS Is (Systematic) Value Investing Dead? – Cliff Asness/AQR Is Market-Cap Weighting a Momentum Strategy in Disguise – Ben Johnson/Morningstar Quantitative Easing, MMT, and Inflation/Deflation: A Primer – Lyn…

Never a dull moment

Another day and another fiasco in debt funds. Ever since the IL&FS crisis, debt mutual funds have been going through an intense trial by fire. The number of defaults, downgrades and bust-ups have been astounding. Remember, debt is supposed to…