Alan Moreira
@alanecon.bsky.social
Associate Professor of Finance
Simon Graduate School of Business
University of Rochester
https://sites.google.com/view/alanmoreira/
Simon Graduate School of Business
University of Rochester
https://sites.google.com/view/alanmoreira/
Reposted by Alan Moreira
Overjoyed that Tyler Muir won the Fisher Black prize. I have been so lucky to have worked with Tyler and learned so much from him.
January 5, 2025 at 7:13 AM
Overjoyed that Tyler Muir won the Fisher Black prize. I have been so lucky to have worked with Tyler and learned so much from him.
Overjoyed that Tyler Muir won the Fisher Black prize. I have been so lucky to have worked with Tyler and learned so much from him.
January 5, 2025 at 7:13 AM
Overjoyed that Tyler Muir won the Fisher Black prize. I have been so lucky to have worked with Tyler and learned so much from him.
Reposted by Alan Moreira
New paper! ⬇️
Exploring whether raising monetary policy rates in a high-debt scenario can actually worsen inflation, from Saki Bigio, Nicolas Caramp, and Dejanir Silva https://www.nber.org/papers/w33190
November 29, 2024 at 1:11 AM
New paper! ⬇️
Someone has to AI our future potus as a student in this video.
This was funny before, but it is really funny today.
Remember when "Ferris Bueller's Day Off" tried to teach us about tariffs and no one was paying attention
November 27, 2024 at 3:23 AM
Someone has to AI our future potus as a student in this video.
I still don’t really know how to adjust my portfolio, but this is sound advice.
The rational response is to binge-eat guacamole every day until January 20th and you’re not going to convince me otherwise
November 26, 2024 at 12:07 PM
I still don’t really know how to adjust my portfolio, but this is sound advice.
I don’t understand even the “political economy” of it. Couldn’t restaurants pool together some nice campaign contributions to offset whatever disperse effect on voting free parking might have? Or maybe restaurants benefit of the reduction in the aggregate supply of seats so don’t care very much.
Very annoying to walk by all my great local restaurants whose outdoor dining areas have been replaced by free parking.
Just insane levels of value destruction thanks to NYC City Council
Just insane levels of value destruction thanks to NYC City Council
So glad NYC ditched outdoor dining for car storage.
(📷 NYT)
(📷 NYT)
November 24, 2024 at 9:11 PM
I don’t understand even the “political economy” of it. Couldn’t restaurants pool together some nice campaign contributions to offset whatever disperse effect on voting free parking might have? Or maybe restaurants benefit of the reduction in the aggregate supply of seats so don’t care very much.
A presidential campaign that is boring? Young people uninterested? Sign me up.
So cute to see Uruguay say, “hey, look at us, we also have problems!”, and utterly fail to impress… www.nytimes.com/2024/11/23/o...
Opinion | What Worries Me About Uruguay’s Elections This Year
An unexciting campaign mirrors young Uruguayans’ lack of enthusiasm for democracy.
www.nytimes.com
November 24, 2024 at 3:19 AM
A presidential campaign that is boring? Young people uninterested? Sign me up.
So much whining. So little alpha.
If markets really are "broken" and "passive investors assume everybody else has done the work" then there should be ample opportunities for value investors like David Einhorn to exploit.
Why is he complaining?
www.cnbc.com/2024/11/14/g...
Why is he complaining?
www.cnbc.com/2024/11/14/g...
Greenlight's David Einhorn says the markets are broken and getting worse
Einhorn's frustration with passive investing is understandable. Academic research has long supported the belief that, in the long run, value outperforms growth.
www.cnbc.com
November 16, 2024 at 3:02 PM
So much whining. So little alpha.