The Best Investment Writing: Volume 6 [2021]

Introduction
Emerging Markets Crisis Investing
The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium
Who Will Prove Most Vulnerable to the Pullback in Liquidity?
Everything Is a DCF Model
The Great Inflation, Factors, and Stock Returns
Lessons from Bessembinder
Stocks in the long run… are still risky
Trend-Following in Inflationary Environments
Put Down
Dispelling Myths in The Value vs. Growth Debate
Return Stacking: Strategies for Overcoming a Low Return Environment
“Room To Run” with US Small-Cap Value Stocks?
The Cross-Section of Stock Returns before 1926 (and beyond)

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Introduction

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