Buffett the Endowment Manager

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I downloaded a few of the sample PDFs at 13D research, and Kiril Sokoloff puts out some pretty interesting pieces.----What's the point of indexing...

Lighthouses Rule

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I will be in SF Friday - Tuesday if anyone wants to meet up.----The 13fs are rolling in and I will be updating the...

3
My paper just passed 10,000 downloads, which places it in the top 30ish downloads of all time (out of about 160,000), and near the...

Buy the Rumor, Short the News

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I am a big fan of David Einhorn (haven't yet had the chance to read his book), so I was glad to see the...

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-70%? Now that's what I call a drawdown----Picks from the Value Investing Congress West----I wonder how a tactical system using the timing model...

Spam Again

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I wonder if my email address being listed on the blog results in so many emails getting tossed into the spam folder?Once again, if...

When Markets Collide

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I don't really like responding to comments in the comment section because I feel like no one reads them. I am going to start...

Why The World Is Backwards

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This post is in honor of the 10th anniversary of Bre-X.I am going to go on a bit of a rant. It makes...

Contrarianism and The Market Portfolio

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I like to think about what the most contrarian position is in the financial markets. It really has to be long term bullish...

Superfund

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Yesterday I walked past the (very nice) offices of Superfund, a great marketing company ....errr, I mean a managed futures offering. Their fees...