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Joseph Mezrich
Feb 14, 20242 min read
Large Language Models and Stock Selection
Ask Chat GPT a question, and it will give you an answer. We're all familiar now with the incredible power of large language models to...
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Joseph Mezrich
Feb 8, 20242 min read
Quality has a tech weight problem.
What could be more sensible than buying quality stocks, especially in times of uncertainty? After the tough market of 2022, many argued...
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Joseph Mezrich
Feb 1, 20242 min read
Can you be a passive ESG criminal?
On January 30, Pensions & Investments reported that a New Hampshire House committee unanimously opposed the proposed bill to make it a...
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Joseph Mezrich
Jan 24, 20241 min read
The quantitative climate change - Treasury yields rule everything
The Financial Times published my guest post, 'The quantitative climate change,' in which I highlight a half-century-plus connection...
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Joseph Mezrich
Jan 10, 20242 min read
Lesson from a Market Crisis
In a previous post, I showed how ESG screening substantially improved a strategy focused on profitability (long-short ROE) that was both...
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Joseph Mezrich
Dec 13, 20232 min read
ESG and investments - Neutralize Sectors & Styles to Reveal Performance
Is there investment value in ESG? It's hard to think of a more polarizing investment topic. Regulators, investors, politicians, and...
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