I will be in SF Friday – Tuesday if anyone wants to meet up.
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The 13fs are rolling in and I will be updating the Hedge Fund Best Ideas and Consensus strategies this weekend. Are there any funds readers would like to see backtested? Maverick, Blue Ridge, Appaloosa, King Street, Baupost?
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I can’t read enough about evolutionary biology, and Olivia Judson is the best. From “A Seedy Rivalry“:
A standard indicator of the risk of sperm competition is the ratio between a male’s body size and his testes: the larger the relative size of the testes, the greater the historical risk of sperm competition. (Larger testes mean larger numbers of sperm.) Chimpanzees — a species in which females are fantastically promiscuous — have enormous testes. Gorillas — a species where they’re not — have tiny testes. Humans are in between, albeit closer to gorillas than to chimps — which is consistent with a moderate, but not huge, risk of sperm competition in the past.
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Quote of the day, “A ship in the harbor is safe – but that is not what ships are for” – John Shedd
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In honor of the passing of the great Swiss chemist Albert Hoffman (who was 102!), below is one of my favorite and most quoteable YouTube videos. But then again I have the humor of a 12 year old.
Not safe for work. Half the people that see it love it, and the other half think it is the stupidest thing they have ever seen.
