Time To Buy Gold Stocks?
I posted awhile back on the attractiveness of gold stocks using a very simple indicator. The Hussman model looks like it is flashing...
Charge It! Mastercard at new highs.
I like the idea of aggregators, and considered building one with Bloggerator. The problem with the ones like RealClear Markets is that they...
Taking a Mulligan
I promise I will not use a mulligan when I launch any funds (SSRN Paper here). Abstract: This paper provides...
I Want My Two Dollars!
With the recent Bear Stearns news I can't stop thinking about the film "Better Off Dead" starring John Cusack as Lane Meyer..."I want my...
Winning By Not Losing
I believe avoiding loss is the most important consideration in this business. But don't take my word for it - below are a...
Hedge Fund Masters 2008…Everyone Loves Qualcomm
Feeling a little contrarian today? Seth Klarman is, and he is buying some beaten down SLM with a full third of his portfolio....