Predictably Irrational
Feeling conflicting emotions this morning? I never get tired of behavioral psychology and evolutionary bio books. Here is a new book out...
Congress In Session And The Big Get…Bigger?
Invest when Congress is in session? Don't make me laugh. . .Congress in session (Link to original post here.)Here is a website that...
Mean Reversion – When To Buy Japan?
http://www.ebaumsworld.com/mediaplayer.swfThink a market has corrected long enough? Jumping into the market too early can be hazardous to your health. . .I use both...
2007 Returns
Market downturn taking a bite out of your portfolio? A simple diversified approach can help ease the pain.Over the past year I have...
Periodic Table of Investment Returns
Blackrock has a new portal for financial professionals (not sure if it is open to the public). It reminds me of the Ibbotson...
What I’m Reading
Listening to the noise and disinformation on Wall Street can be hazardous to your wealth. . .I always find the headlines on Yahoo Finance...
Dogs vs. Flying Five vs. Net Payout Yield
Is the US Subprime Crisis Any Different? A historical comparison referenced in the Economist article Same As It Ever Was. (Thanks to reader DM...
Hedges and New Year’s Resolutions
Performance of the hedge fund consensus and best ideas strategies were very strong in the first year out of sample - outperforming the equity...
AlphaNews January 10th
JPMorgan, Renaissance trail Hedge Fund Gains in 2007.- Big quant shops (Renaissance Technologies Corp. and JPMorgan & Chase Co) trailed hedge fund rivals in...
