VNV global ( link ) Special situation idea from Alpha Vulture ( link ) 合一 ( link ) Adaptive asset allocation OOS performance ( link ) TAA strategies did poorly in the 2022 bear market if they assumed intermediate and long-term bonds provide diversification from risky asset use short-term treasury might be a solution Global stock picking 2023 summary ( link ) WinterGem 2023 review ( link ) ( link )