Julian Robertson interview where he mentions liking V, MA, and AAPL (disclosure: we own all three). If you have been following the Tiger Cubs AlphaClone model, you would be up 35% YTD. (And historically you would have beaten the market by 17% a year.)
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Great critique of VectorVest. My favorite:
“VectorVest is the only service that…Uses a Market Timing System that has NEVER FAILED!”
30% annualized returns, why aren’t they mentioned in the same sentence as Jim Simons?
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Marc Faber is a little gloomy.
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A book I will not be reading. Here are the two I will be reading this wknd here and here.
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Top 200 songs of the decade.
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Daniel Kahneman interview below. Some of his work is the foundation for why our timing model works:
