Alessandra Luciano

Macro signals, factor investing, and the assumptions the market forgets to question.

By Alessandra Luciano

· Launched 3 months ago

Recent posts

The Flywheel That Has to Keep Spinning

Why the most valuable company ever to go public is also the most tightly coupled bet in the market

Jun 16•Alessandra Luciano

When Good News Becomes Bad News

Jun 9•Alessandra Luciano

The Welch Engine: How GE Manufactured Two Decades of Earnings Excellence — and What Was Actually Underneath

May 20•Alessandra Luciano

The Enron Autopsy: How a Trading Giant Built a Cathedral of Smoke

May 12•Alessandra Luciano

Why Particle Physicists Broke Wall Street (and Then Saved It)

May 7•Alessandra Luciano

When Markets Stop Feeling Safe

May 3•Alessandra Luciano

What Volatility Smells Like Before It Arrives

Apr 27•Alessandra Luciano

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