LinkFest

What stock from the Russell 3000 is up the most this year? The Finish Line (FINL) at 350%.If anyone can find the Finish Line/Nike video of Meb Keflezighi where there are girls in the crowd jumping up and down wearing "Go Meb!" t-shirts I will send you a free copy of my book.----Is it just me or does...

Weekend Linkfest

From Bespoke - the second worst month for commodities ever.If you remember from this earlier post, after an asset class takes a big dump it is usually ripe for a two month bounce after waiting for a month. I will track the performance of GSG and DBC from September 1-October 31st.All of the below had an awful June,...

WikiInvest Embedable Stock Chats

Not bad. You can click, drag, pan, and zoom all without a page refresh.Here is one for GOOG:http://charts.wikinvest.com/wikinvest/wikichart/javascript/EmbedChart.jshttp://www.wikinvest.com/common/javascript/resource.jshttp://charts.wikinvest.com/WikiChartMini.swf

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 a contradiction in terms?

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)

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."----Looks like that I am...

Volatility Clustering

“Statistics are like bikinis. They show a lot, but never everything.” - Lou Piniella, Cubs ManagerI 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 in the stock...

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 1986. Has anyone ever backtested their index for performance...

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 killing the stock indices...

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 ask him why his allocation in his book...