Those titles should link to explanations, or did you mean something more specific?
I’m working towards more content, of course. I wasn’t aware CFAR workbook was public and they wanted their stuff shared more broadly, in which case I will definitely add those.
Tl;dr markets are hard to beat, but it’s not impossible. Case in point, there is probably alpha in understanding AI’s impact but it’s very hard to time and finance the associated bets