Even a gently thrown rock can bring down a glass house. That image came to mind last summer as I read a research note by two Ph.Ds. in finance, Jason Hsu and Vitali Kalesnik. Both work at Research Affiliates, of which Hsu is a co-founder.Ever since then, I’ve been waiting for more stones to fly or, at least, a few shoes to drop.If these names ring some bells, the other co-founder at Research Affiliates is Rob Arnott.