WikiInvest Embedable Stock Chats

Not bad. You can click, drag, pan, and zoom all without a page refresh. Here is one for GOOG:

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LinkFest

Everyone is jumping in the ETF boat. PIMCO files to join the fray. —- Latest from GMO: (Free to access, but you have to register.) “The Global Competence Crisis”7-Year Asset Class Forecasts (still gloomy)Quarterly Review —- Some great posts over at AllAboutAlpha: Can US retail investors fend for themselves?Betafication of alphaIs regulation of hedge funds…

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It is too bad Meb (Keflezighi) will not be competing in the 2008 Olympics…

Silver medalist in 2004. http://www.runmeb.com/ (Picture from an old cover of RunnersWorld)

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Speaking of Volatility…

a fairly moderate earthquake here in LA of 5.8. Since the Richter scale goes exponential (a 6 is 10 times worse than a 5), things get really scary when the numbers get up above 6 or 7. The description for an 8:“Total destruction. Ground surface waves seen. Objects thrown into the air. All construction destroyed.“…

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Volatility Clustering

“Statistics are like bikinis. They show a lot, but never everything.” – Lou Piniella, Cubs Manager I am always surprised as to the posts readers find most interesting. This post on Volatility Clustering was one of my favorites, but didn’t elicit a single comment. I think it is fairly timely with the pickup in volatility…

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Macro Links

Some macro commentary from Epoch: The Perfect U.S. Economic Storm: Asset Deflation, Commodity Inflation and the Expiration of the “Greenspan Put” —- From Carpe Diem: The Big Three of Entitlements and it is now cheaper to buy a house than a car in Detroit. —- The Economist has been publishing the Big Mac Index since…

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Everyone Loves Qualcomm Part II

Hedge fund favorite Qualcomm is up big today (about 18%) to a new 52 week high.  I have written about the stock a few times in “Everyone loves Qualcomm” and “Hedge Fund Masters“.  The next update to the tracking portfolios will be in about a month, but so far the two dummy clone strategies are…

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Reader Questions

I need a blog redesign – leave a comment with the best designed blogs or news sites. —- Ahhh, Web 2.0.  Click here and vote on a name for my company and get paid if yours is the best. NameThis (by Kluster). —- Advisor Perspectives interview with El-Erian. I am still waiting for someone to…

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Beta Bear Market, Alpha Bull?

“All night he check, check, check.” Teddy KGB in Rounders In poker you fold a majority of the hands, and it can be pretty boring for amateurs to play that way. Most end up playing far too many hands for entertainment value. Sometimes it simply makes sense to sit out. Following the GTAA model I…

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Alpha Hall of Fame Interviews

If you don’t subscribe to the magazine, here are the links. All of them are worth reading: Bruce Kovner James Simons Julian Robertson George Soros Michael SteinhardtKenneth Griffin Seth Klarman David Swensen Steven Cohen Leon Levy Jack Nash Louis Bacon Alfred Winslow Jones Paul Tudor Jones

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