Some links

1.  VNV global (link)
2. Special situation idea from Alpha Vulture (link)
3. 合一 (link)
4. 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
5. Global stock picking 2023 summary (link)
6. WinterGem 2023 review (link) (link)