Currency Carry: It Depends on the Valuation (aka the Dollar is Undervalued)
With the US Dollar being undervalued against most pairs on a PPP valuation basis I thought I would chime in quickly as a follow...
Combining Value and Momentum in Building a Stock Model
David Merkel is doing some really nice posts lately and here is one focusing on combining valuation and momentum in building a stock model:...
Come Hell or High Water
Surfer Keith Malloy's movie about his passion for bodysurfing: "It's about taking a breath, and kicking your feet, in the big blue sea …...
Building a Currency Value Model
I'd like to hear from any of the currency trader followers on their favorite models for trading currencies based on valuation (not momentum, interest...
Where’s the Magic?
Nice post by the good folks at Empirical Finance on testing the Magic Formula and having quite a bit of difficulty replicating it...
In a...
Not Content At All
with the way I receive and distribute information. I am constantly thinking of ways to better streamline my life and to have better filters...
Correlation, Causation, and How to Get Over a Guy
Wonderful article by Lahart from WSJ. (HT: BB)
The Value of Ira Sohn (Hedge Fund Stock Picks)
There are a lot of people debating the value of stock picking events like the recent charity Ira Sohn Conference. Felix Salmon and David...
Mark Haines Moment
I have basically seen Twitter up to this point as a pleasant distraction. One of the effects however of this real time newsstream is...
