Sitting, Waiting

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I don't watch CNBC much, but was watching this AM over coffee at the house.  I keep hearing people state, "I'm waiting for a...

Traveling

2
Boston August 26-27 Dallas September 13-16 San Francisco September 19-23 Chicago October 2-6 (tentative schedule) North Carolina October 8-12 Hit me up if you are around!

LinkFest

4
David Tepper is a beast!  His fund got long the financials at just the right time.  Following his top 10 stock holdings back to...

Have A Question For Me?

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I'm doing a webinar tomorrow from NYC, tune in and ask me some questions! Login here or here, 4PM ET,  8/13/09.

Couple Good Articles in Barron’s

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I love visiting NYC!  (PS Anyone have a favorite sushi joint here?  Blue Ribbon is right down the street so may try that.) A couple...

Traveling

0
Lake Saranac this weekend, then New York City next week. Drop me a line if you are around in the city to meet up!  (Mon-Wed...

Airplane Reading

6
Anyone have anything else good for my redeye flight tonight? False Discoveries in Mutual Fund Performance: Measuring Luck in Estimated Alphas 75% of funds have zero...

Formula Investing by Greenblatt

4
Very cool new site powered by Pershing / Inautix...maybe we will implement something like this? Formula Investing website (and Greenblatt's very good book here). Here are...

$4 Billion in assets…

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and not profitable! WisdomTree needs $2.4 B more to get to profitability...

Top Value Mutual Funds

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I was thinking about doing an article on the top value funds, and creating an AlphaClone portfolio on them.  (Or maybe a follow up...