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Hugh Hendry on Gold, China, Treasuries …

If you haven’t been to Hedge Fund Letters in awhile, stop by.  I’ve found a solid group of writers for the site, and in addition to the 200 or so hedge fund profiles we now have a blog that updates a few times a week.…

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Cat Bonds

To all our friends on the east coast, please be safe! We sent out an issue of The Idea Farm that is related to catastrophe bonds, an area that has always fascinated me (Buffett and PIMCO are investors in these esoteric bonds.) Check out the…

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Best Accent Contest

I could listen to these legendary investors debate all day… and Jim Rogers and Marc (not my uncle) Faber and one more from the good folks at Vulpes  

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Mutual Fund Nail in the Coffin

I mentioned this back in May, but my friend Tom writes about ETF NAV trading.  I see no reason why this NASDAQ proposal can’t happen, and if it does, the floodgates are open and mutual funds will watch the outflow river become an outflow flood.…

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Sector CAPE

We’ve been doing a lot of work on longer term valuation metrics, and finding some not so surprising results (buying value works, duh). Shiller has been cranking out some great indexes too, though for the life of me I cannot understand why Barclay’s would launch…

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A New $10k Paper Prize

Man there are a lot of these springing up.  Maybe I should start entering our white papers instead of giving them all away for free… Here’s a new $10k contest from PanAgora – will add to the list below, let me know if you win…

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A Few Reads

I gave a talk in Seattle on Friday, and one of my slides is the Keynes quote “When the facts change I change my mind, what do you do sir?”.  The quote is referring to people still holding onto the belief that selecting stocks based…

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