lukestein’s avatarlukestein’s Twitter Archive—№ 2,375

  1. …in reply to @daniel_egan
    @daniel_egan @TheDmca It’s a very clever and intresting point (really) and my (incorrect) gut take was based on thinking of long-short portfolios rather than tilted long
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    1. …in reply to @lukestein
      @daniel_egan @TheDmca And, these active strategies have to cover trading costs. And are they really “outperforming” if they’re largely just picking up value and size premia. Bottom line on OP of course is that most of us indeed have bad home bias and should do more intl diversification.
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