Super Bowl Reads

The biggest benefit to writing this blog is getting to interact with readers from all over the world (so far readers from 147 countries). If you enjoy the blog please pass it along to your friends and associates, and continue to email in links and papers! Top ten countries of reader origin:USCanadaUKAustraliaSwitzerlandGermanySpainJapanItalyFranceSyrians and Nicaraguans spend the most...

Sample Listed Hedge Fund Performance

"Does this market have you banging your head against the wall? Foreign listed hedge funds could be the answer. . .----Some readers emailed in asking for performance figures for the foreign listed funds, and a table of some of the largest is below. On average they returned around 14% total return (not just NAV return), which beats...

Tiger’s Robertson Roars Again

Robertson earned a 77% return in '07, and over 400% total returns since shutting down his firm in '00. Highlights from the Fortune article:"Together, before fees, the 34 funds in which Robertson has an ownership stake averaged a return of 34% in 2007. By contrast, the S&P 500 had a total return (including dividends) of 5.5% in 2007...

C-C-C-Changes

I am a registered independent and find the two party system a little depressing. This gets really good after the first minute (nod to reader AF):[youtube https://www.youtube.com/watch?v=gEaS-K3j3M8&rel=1&w=425&h=355]

20 20 Vision

20 20 Vision is truly a great book - although I don't understand why the folks at Mercer couldn't list it on Amazon.com . . .----New private equity research out of Davos.----The Financial Times Global MBA Rankings:1. University of Pennsylvania: Wharton2. London Business School3. Columbia Business School4. Stanford Business School5. Harvard University6. Insead7....

EnCorr

Do any readers use the Morningstar EnCorr software? Please drop me a line if you do. . .

Quantery

The Minsky Meltdown by Grantham - you can download the entire paper on GMO.JG - "I’m afraid cash is the ugly answer that no one ever wants to hear."That sits soundly with the GTAA model current allocation - mostly in cash/bonds.----The Great Deal Spread of 2008, and a cool new site - ArbitrageView----From the dictator that rules my fantasy...

Time To Put Money to Work?

Do these markets have you feeling a little crazy lately?I have received lots of emails and calls recently, and while the questions are varied, they can be summarized as: "What do I do?"My usual response is along the lines of: "Develop a policy that you are comfortable with, and apply it with discipline. Then when you are faced...

Alternatives and Rambo Inflation

Inflation is everywhere - from the Marginal Revolution blog:Number of people killed per minute in the Rambo series.Rambo: First Blood (1982): 0.01Rambo: First Blood Part II (1985): 0.72Rambo III (1988): 1.30Rambo IV (2008): 2.59----In an earlier post, I examined how some of the listed alternatives in the US performed on a few down days in 2007. With the...

More Listed Hedge Fund News

Hedge Fund Alert reports that Albion Asset Management of France is launching a new fund in April with $15 million in assets. The fund plans to take positions in hedge funds and FOFs listed on the exchanges in Europe, where roughly 50 funds are listed with almost $20 billion in assets.