(?Please ignore any spelling mistakes on this post – I am on a Spanish keyboard and it is taking a looong time to figure out the correct keys¿)

Many of these links were emailed in from readers – please, keep it up!


I don´t make any $ from blogging, and maybe it is because I have a small audience, but I don´t find blogging that stressful.


I heard a comment the other day that we are seeing the true volatility of the market
for the first time because of the elimination of the uptick rule. Any thoughts here?

Here is a nice graphic from the New York Times. . .


A tough year for the Magic Formula.


The Microcap Speculator holiday portfolio


Face to face with Ray Dalio. He founded his firm at the age of 26 and is going strong 30 years later.


Great new paper out on GTAA – “Global Tactical Cross-Asset Allocation: Applying Value and Momentum Across Asset Classes” by PIM VAN VLIET and DAVID BLITZ. As usual, CXO is on top of it with another concise summary.


Some mp3´s from the Asset Allocation Summit.


More fun with SSRN. “Is Managed Futures an Asset Class? The Search for the Beta of Commodity Futures”


Check back with me in 2009. . .




I love Allison Krauss and had no idea she did an album with Robert Plant. A good friend passed along this list of some of the top albums of 2007. . .

LCD Soundsystem – “Sound of Silver”

Neil Young – “Live at Massey Hall 1971”

Band of Horses – “Cease to Begin”

Papercuts – “Can’t Go Back”

The National – “Boxer”

Spoon – “Ga Ga Ga Ga Ga”

Two Gallants – “s/t”

Arcade Fire – “Neon Bible”

Iron & Wine – “The Shepherd’s Dog”

Okkervil River – “The Stage Names”

Vampire Weekend – “Blue CD-R”

Elvis Perkins – “Ash Wednesday”

Rogue Wave – “Asleep at Heaven’s Gate”

Bright Eyes – “Cassadaga”

Beirut – “The Flying Club Cup”

The White Stripes – “Icky Thump”

Peter, Bjorn & John – “Writer’s Block”

Dusty Rhodes & the River Band – “First You Live”

Bishop Allen – “The Broken String”

Robert Plant & Alison Krauss – “Raising Sand”

Devendra Banhart – “Smokey Rolls Down Thunder Canyon”

The Shins – “Wincing the Night Away”

Vietnam – “s/t”

Kings of Leon – “Because of the Times”

Wilco – “Sky Blue Sky”

The Cave Singers – “Invitation Songs”

Sea Wolf – “Get to the River Before it Runs to Low” EP

Mother Hips – “Kiss the Crystal Flake”