Survival of the Fittest for Investors: Using Darwin’s Laws of Evolution to Build a Winning Portfolio – Dick Stoken
This was a good book to flip through, lots of diversified portfolio ideas overlaid with trendfollowing metrics. I tried to find contact info for the author but it looks like the links to Strategic Capital Management are broken.
One interesting concept was the identification of a bubble as a market that hits a 20-year high (or more), and then triples within three years…Would be fun to test and update with some classic bubbles ala GMO studies…
Below is a totally unrelated video from Kottke on what happens when bees have not evolved against a certain type of hornet…
