Beta Bear Market, Alpha Bull?

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[youtube https://www.youtube.com/watch?v=YFF3E0Aqdlc&hl=en&fs=1&w=425&h=344] "All night he check, check, check." Teddy KGB in Rounders In poker you fold a majority of the...

Alpha Hall of Fame Interviews

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If you don't subscribe to the magazine, here are the links. All of them are worth reading:Bruce KovnerJames SimonsJulian RobertsonGeorge SorosMichael SteinhardtKenneth GriffinSeth...

NYC This Week

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Posts will be lighter this week as I will be in NYC starting Wednesday. As always, drop me a line if you are...

Rule #1

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Stock markets are risky. According to Bespoke, I count about 8 that are down more than -40%.How long is that going to take you...

Weekend Linkfest

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Is the stock market decline nearing an end?----I love my iPhone, and will probably trade in my old one via Flipswap for the new...

LinkFest

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I really don't get most of these aggregators - here is a new one Streetread....I need less news that is more useful, not more...

Arnott’s Diversified Portfolio

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From an article over on IndexUniverse titled "Liquid Alternatives: More Than Hedge Funds" by Rob Arnott and John West.Below is how an investor could...

Buying a Dollar for $0.90

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Long term readers know I am a big fan of buying closed-end funds at discounts and selling them at parity. Closed-end funds are...

Results of the 2nd Book Cover Design Contest

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35 entries of varying quality. . .Worth1000 book cover design contest.

What Will the 21st Century Look Like?

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The markets are closed and I am outta here for some fish tacos, some beach, some surf, and some bbqing. If you need...