Commentary

The faculty's view.

Topical essays written by credentialed faculty. Shorter than research, longer than a tweet — argued from evidence, not hype.

Fed Path Dependence and the Q2 Setup

Market pricing of the Fed path has become mechanical. Here is where reality may diverge.

Survivorship bias, look-ahead bias, and overfitting are not edge cases — they are the default outcome.

Why the Thai market's structural features — from SET lot sizes to SEC rules — make unfamiliar strategies dangerous.