Essential Europe

Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Three months ago, I found a manager who has been doing just this for two decades without LLMs

After Andrew Left’s Conviction, Short Sellers Rewrite the Fine Print

Activist short sellers are making one thing explicit: They may start covering their positions as soon as their reports hit.

Michael Green, the ‘Cassandra of Passive Investing’ Puts His Thesis to the Test

Green is launching an asset manager designed to exploit the market distortions he has criticized for years.

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What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

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