What Does AI in Investing Really Mean?
The Tailwind by Windmill Capital Archives - Page 3 of 7 - smallcase
What Does AI in Investing Really Mean?
Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.
How Asset Allocation smallcases Delivered Stability Amid Market Volatility
How did asset allocation smallcases perform in a year when markets barely moved?
Windmill Capital Investor Letter – April 2025 Edition
Markets, gold, and quant shifts—catch key global trade moves & our latest portfolio updates in April's letter.
Decoding the Disconnect: Why Low-Growth Stocks Are Trading at High Multiples
Our latest data shows a surprising twist — many low-growth companies in Q4 are trading at higher valuations than their faster-growing peers, catching the market’s attention.
smallcase Rebalancing: Your Complete FAQ Guide
Your complete guide to smallcase rebalancing. Learn why it matters, how it affects investments, and when to apply updates.
Surviving a Bear Market: Overcoming Emotional Biases and Stress
This article explores how human psychology often leads to irrational investment decisions and how investors can overcome emotional pitfalls.