Combining the Last Two Posts

Cramer used to talk about showing up to hedge fund interviews with a box of Krispy Kreme doughnuts.

Looking back on the last few posts, if I was interviewing at a fund today I would search for every exec at the firm for unclaimed property (as well as for the firm itself).  You very well might find enough to cover your base salary…how would you not hire that person?


Claim Your Cash

Since it is tax time make sure to make your way over to the NAUPA site here and start your search for any unclaimed property.  As always I’ll post if anyone finds anything big and juicy, last year we had the largest single claim so far : $10,000, with total claimed by readers around $20,000…

Old post below for background:

As tax season rolls around, most people are busy trying to figure out how much they owe the government.  Most people don’t know that their (state) goverments likely are holding on to some of their cash as well (running total around $30 billion).  Did you know there is a website where you can go to search for unclaimed assets?  It is usually something simple related to moving (utility company owes you money) or relatives passing away (and forgot about those 1,000 shares of GE ).

Goto the NAUPA site here and start your search!

Report back if you find some lost assets and I’ll post the total found on the blog as well as the biggest.

Unfortunately for me I have three claims only worth a combined $2.

Getting a Hedge Fund Job

If you are looking for a job at a hedge fund and you are not applying to the Ira Sohn contest then you really don’t want a job.  No brainer.




Berkshire Meeting

Would like to hear from readers if you think the Berkshire meeting in a few weeks is worth attending.  I’ll be flying back from GA, and really have no reason to go other than the theater and experience of it.  It coincides with the Value Investing Congress which I would drop in on too…

Anyone going to be there?

Template For Understanding What Is Going On

AlphaJuice Monthly

Question for my readers, would you be interested in a monthly e-book/magazine that had about 10-20 of the best articles from the web on portfolio management, trading ,etc each month?  I imagine it would be available online as well as possibly on Amazon, and say $5 per month or $50 per year price range.

The model is Hacker Monthly, also here.  Simple yes/no, and feel free to email me with other ideas as well as thoughts here. I still struggle with how I receive and transmit information, always looking for ideas!

Airplane Reads

Science and Art of Manager Selection (Barclays)

A Primer on the Euro Breakup (Variant)

Below is a chart of the top 5 public managed futures by AUM, kind of reminds me of the old Tom Basso article “Buy Them on Sale” (and actually looks like MS getting this right with their recent bump in managed futures allocation recently).  I also include the LSC ETN and the WDTI ETF and SPY for comparison.

Historically managed futures (which is usually nothing more than simple trendfollowing) is very expensive and waiting for someone to disrupt.   The top 5 managed futures mutual funds have $7billion in AUM while the the average expense ratio is 2.71%.  The average sales charge for the A class is 5.75%.  Talk about SuperFees!

Put Write ETF Coming to Market

I wondered a few months ago why there wasn’t a put-write ETF on the market, and I’m a little slow to this but apparently there is  a put write ETF coming to market (well, if the SEC ever starts allowing these types of funds to market).

Though, 0.95% for an index seems too steep to me (should be ~.5% or so).  Interesting because pretty much all of these ETFs I listed a few months ago have been filed(well at least the serious ones).  I’d still love to see housing but that doesn’t look like it is in the works.  The gold coin market would have to be a closed end or LP fund due to small market cap.

What else are we missing?

Should be some interesting news out next week.




Talk in Newport

After heading to Bermuda this weekend for the hedge fund conference (for the first time – open to suggestions) I’ll be back in SoCal to chat at a Powershares event next week in Newport Beach, details below if you are interested:



SCHEDULE1:00 PM – 1:30 PM  Lunch & Registration
1:30 PM – 3:30 PM  ProgramProgram Eligible for 2.0 Hours of CFP
and Non-IMCA CE Credits


The Resort at Pelican Hill
22701 Pelican Hill South
Newport Coast, CA 92657

Complimentary Valet Parking Provided


Geoff EliasonETF Business Development Officer
Kirk McKenneyRegional Vice President


Contact Ingrid Erickson at 630.684.6874

Details are subject to change.

SPEAKERS INCLUDEWindhaven Investment Management, Inc.Eric Biegeleisen, Director & Research

Cambria Investment Management, Inc.

Mebane Faber, Chief Investment Officer & Portfolio Manager

ETF Strategist Panel

Lattice Strategies LLC, Kristi KuechlerPartner & Managing Director
Lunt Capital Management, Inc., John LuntPresident & Director
Curian Capital, LLC, TBD


Adding a Few New Sites to the Blogroll

Including Trading Economics, Jason Hsu’s blog, and the Institute for International Economics.

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