Financial Educator, on a mission to raise financial literacy, starting from pre school . Also an advisor to private investors and family offices + writer
Denver, CO,
Joined March 2009
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A sneak peak at our #book cover. A special thanks to the one and only Wes Gray @alphaarchitect for the amazing Foreward! Empowering #Investors through #Education. @TommiJohnsen Happy #Thanksgiving 🍁🦃
Institutional investors are supposed to process information efficiently, read everything that matters, and adjust portfolios rationally. But in practice, attention is scarce. This paper opens the box
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Elisabetta Basilico, PhD, CFA retweeted
Pension systems are often treated as background institutions. But in reality, pension structures play a central role in financial markets!
by @ebasilico
alphaarchitect.com/?p=96766
Elisabetta Basilico, PhD, CFA retweeted
Stock momentum has long been a workhorse idea. Buy recent winners. Sell recent losers. Critics argue those profits mostly come from riding factor trends like value, size, or industry tilts. This paper pushes back. by @ebasilico
alphaarchitect.com/?p=96933
Elisabetta Basilico, PhD, CFA retweeted
Mutual fund managers have long been thought to benefit from being close to the companies they follow. But what exactly creates that edge? Better public information, faster internal communication or something more human?
by @ebasilico
alphaarchitect.com/?p=96880
Elisabetta Basilico, PhD, CFA retweeted
“A Unified Framework for Anomalies based on Daily Returns,” challenged how we think about short-term return patterns in stock markets. An anomoly in plain sight!
by @larryswedroe
alphaarchitect.com/?p=96809
Elisabetta Basilico, PhD, CFA retweeted
For decades, traditional commercial banks dominated the mortgage market. However, over the last 20 years, a massive shift has occurred, with "shadow banks"...this paper explains why
by @ebasilico
alphaarchitect.com/?p=96497
Elisabetta Basilico, PhD, CFA retweeted
Stock momentum has long been a workhorse idea. Buy recent winners. Sell recent losers. Critics argue those profits mostly come from riding factor trends like value, size, or industry tilts. This paper pushes back...
by @ebasilico
alphaarchitect.com/?p=96382
My latest for Alpha Architect
This paper shows how recent advances in large language models (LLMs) make it possible to track geoeconomic pressure in near real time...
by @ebasilico
alphaarchitect.com/?p=96434
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My latest for @alphaarchitect
Over the past two decades, middle-class Americans have quietly changed how they invest...and it includes a lot more stocks!
by @ebasilico
alphaarchitect.com/?p=96170
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Elisabetta Basilico, PhD, CFA retweeted
Private markets have grown from a niche to a central pillar of institutional portfolios, yet their decision-making infrastructure remains analog...can AI help investors improve their decisions in the private equity space?
by @ebasilico
alphaarchitect.com/?p=96064
5 money mistakes parents make (and how to fix them)
A thread 🧵 1/5- read below 👇🏻
Which one do you see most often?
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The World Bank and the OECD have found that 50% of households worldwide, if faced with the loss of their income, have savings to cover only one month of expenses — and 28% can cover just one week!
That’s why we must bring financial education to as many children as possible.
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Compound interest is magic. The earlier kids meet it, the richer their lives become.
How early did you teach it to your kids?
I will start 👇🏻
3 years old
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Elisabetta Basilico, PhD, CFA retweeted
Over the past decade, online credit markets promised to “cut out the middleman.” But the model transitioned to more traditional structures...
by @ebasilico
alphaarchitect.com/?p=95923
Allowance: To pay or not to pay? 🤔
Here’s the expert view:
✅ YES — an allowance helps kids learn budgeting, saving, and delayed gratification.
⚠️ BUT — if it’s unlimited or disconnected from responsibility, it can backfire.
The key?
Money + guidance = financial literacy
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