I spotted this exceptionally well-made gate not far from home. The oak wood has been hewn, not sawn, giving strength and elegant curves. Connections made in wood, just the hinges are metal. This must have been irrationally expensive to build. Beautiful.
The Cambridge Endowment for Research in Finance (CERF) has published a blog post on Kahshin Leow’s and my research on predictable REIT returns: https://www.cerf.cam.ac.uk/blog/blog-2024
Spring has arrived both at home and at work.
This Wednesday (March 20) will be busy: First, I’ll head to the University of Reading for a research seminar (12–1 pm). My paper shows how REIT return predictability increases when machine learning methods are allowed to shine. In the evening (6:15—7:15 pm), I will take part in a seminar on generative AI organised by the Society of Property Researchers in London. Pretty excited to share my work and to meet new and old friends.
Spring arrived early this year. The apricot is flowering, to the delight of big bumble bees. Let’s hope there will be no more frosty spells.
