LONG-FORM RESEARCH
We document the research process, chain of evidence, and remaining uncertainty. Every article lets readers return to the original rules, data boundaries, and verifiable facts. Topics include AI systems and practice, technology and organizations, markets and methods.
TOPIC
2 articles
A fixed sample of ten banks listed in 2015 shows what long holding periods and mechanical additions produced. How much came from dividends, how long did the worst drawdown last, and what can capital and credit risks change?
Before comparing annual returns, check whether trades could fill, how costs and dividends were counted, and which tests could overturn the result. This guide gives a practical order for reading a strategy report.