https://ajsquestions.github.io/tags/asset-pricing/Recent content in Asset-Pricing on AJhttps://ajsquestions.github.io/AJpicture.jpghttps://ajsquestions.github.io/AJpicture.jpgHugo -- gohugo.ioenMon, 06 Apr 2026 00:00:00 +0000https://ajsquestions.github.io/blog/why-ml-models-disagree-about-stock-returns/Mon, 06 Apr 2026 00:00:00 +0000https://ajsquestions.github.io/blog/why-ml-models-disagree-about-stock-returns/When neural networks and gradient boosting look at the same stocks, they see different things. Here's why that disagreement is geometrically structured — and what it means for building better ensembles.https://ajsquestions.github.io/blog/what-regularization-actually-does-to-your-portfolio/Fri, 20 Mar 2026 00:00:00 +0000https://ajsquestions.github.io/blog/what-regularization-actually-does-to-your-portfolio/Ridge regression doesn't just shrink coefficients — it encodes a belief about which directions in return space matter. Here's the geometric intuition.