Seth Karlman & Baupost Group
All you ever wanted to know about Seth Klarman and Baupost from HFL.
Just curious, does anyone have yearly Baupost returns?
Consensus Views
Are there any more consensus views right now than:
-interest rates are going up, and
-gold is going up
?
PTJ
via Zero Hedge, all seven parts of Trader - The Documentary. Highly recommended viewing.
httpv://www.youtube.com/watch?v=ELiKV9Kqo84&feature=player_embedded
httpv://www.youtube.com/watch?v=RarqLQ6d6RY
httpv://www.youtube.com/watch?v=Gp7ZbNGYHTc
httpv://www.youtube.com/watch?v=V8pWUOPaN0g
httpv://www.youtube.com/watch?v=xmge7PE7I84
httpv://www.youtube.com/watch?v=jFOXDtHi8os
httpv://www.youtube.com/watch?v=yIwHoOud01s
Persistence in Hedge Fund Returns
One more reason to like AlphaClone. . .
Do Hot Hands Exist Among Hedge Fund Managers?
RAVI JAGANNATHAN, ALEXEY MALAKHOV, and DMITRY NOVIKOV∗
Abstract
In measuring performance persistence,...
Seven Sins of Fund Management
A couple years old, but great read!
Seven Sins of Fund Management
What a Difference a Year Makes! Endowment, Buy and Hold, and Tactical Returns
In my last post I examined the performance of the endowments (estimated) versus some publicly traded asset classes, allocations, and tactical models. Below I...
Stockcharts?
For some reason StockCharts keeps breaking my link to make the timing updates public. I have contacted them no less than 20 times...
The Endowment Model vs. the Timing Model, 2009 Returns
Both Barron's and the WSJ penned articles on the endowments sorry performance for 2009 (and neither mentioned my book - FAIL).
Lots of readers have...
