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27 Feb, 5 tweets, 2 min read
In our latest set of academic curations, we feature papers on volatility-managed portfolios, the UK economy, and more [1/5]
'Do limits to arbitrage explain the benefits of volatility-managed portfolios?' @sciencedirect [2/5] sciencedirect.com/science/articl…
'Return Signal Momentum' @SSRN [3/5] papers.ssrn.com/sol3/papers.cf…
'An Assessment Of UK Economy Through Payment Transactions Data' @arXiv_Daily [4/5] arxiv.org/ftp/arxiv/pape…
@nberpubs [5/5] nber.org/papers/w28485

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More from @Macro_Hive

Macro Hive Profile picture
14 Feb
Once a week, we curate some of the best academic papers on global macro and markets. In this thread, you can find links to some amazing papers on exchange rates, CBDCs, Hedge Fund Startups, and more [1/5]
@CambUP_Econ @econschmidt [2/5] inet.econ.cam.ac.uk/working-paper-…
@IMFNews [3/5] imf.org/en/Publication…
Read 5 tweets
Macro Hive Profile picture
18 Dec 20
[1] We've had many great guests on our podcast show 'Macro Hive Conversations' this year.

We often ask our guests for their best book recommendations.

So, we've compiled them for you to add to your reading list for #2021, on topics such as trading, society & more! 👇
[2] We've categorised these books into:
1. Portfolio Management & Trading (Tweets 3-7)
2. Monetary Policy (Tweets 8-9)
3. Economics & Finance (Tweets 10-17)
4. Society & Productivity (Tweets 18-22)
5. Classics & Memoirs (Tweets 23-27)
6. Books Written By Our Guests (Tweets 28-43)
[3] -Portfolio Management & Trading-

Picking Winners: A Horseplayer’s Guide by Andrew Beyer.
amazon.com/Picking-Winner…
Read 46 tweets
Macro Hive Profile picture
18 Dec 20
We curate some of the best academic papers weekly, in our latest thread, we feature papers on recessions and mortality, fiscal deficits and inflation, and more. [1/6]
An interesting historical piece on @nberpubs that expands on the growth in financial economics from 1974-2020. [2/6] nber.org/papers/w28198
@BIS_org [3/6] bis.org/publ/work910.h…
Read 6 tweets
Macro Hive Profile picture
16 Dec 20
In our latest curated list of global macro and markets blogs, we feature pieces on Ethereum, inflation, inequality and social unrest, and more. [1/9]
@LizAnnSonders @CharlesSchwab [2/9] schwab.com/resource-cente…
@ProSyn [3/9] project-syndicate.org/commentary/equ…
Read 9 tweets
Macro Hive Profile picture
7 Sep 20
I've spent over 20 years at large investment banks, where I ran global research and strategy teams across multi-asset, FX and fixed income products.

Here's my list of the best bloggers on #economics and #markets you NEED to follow today.

Is there anyone we may have missed? 🧐
In no particular order:

1\ Managing Editor of the Journal of Economic Perspectives, @TimothyTTaylor, is somehow able to write on 3 or 4 meaty macro topics a week. This can range from the share of veterans among prime-age men to environmental economics: conversableeconomist.blogspot.com
2\ @awealthofcs is Director of Institutional AM at @RitholtzWealth. What we like about his blog is that he writes for investors, shares investing lessons, provides useful stats on market returns and writes in a succinct manner: awealthofcommonsense.com
Read 14 tweets

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