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Cliff’s World

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Greg P
Greg P
Posted December 26, 2024underAQRCliff AsnessETFsTaxes

Cliff Asness on tax policy, diversification, and Warren Buffett vs the quants…


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KKR Craving Clarity

May 7, 2025

KKR co-founder Henry Kravis said. They’re looking for certainty about where tariff policy is going. Also KKR trails public markets returns?!

Greg P
Greg P

OPEC

May 7, 2025

Saudi Arabia’s new approach to oil production amidst ongoing challenges within OPEC indicating a willingness to accept lower oil prices, which has stirred market concerns, particularly as WTI prices fall to just above $58 per barrel. He provides historical context on OPEC’s founding objectives of stabilizing oil prices and ensuring fair returns, while highlighting the […]

Greg P
Greg P

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