AlphaLetters Quant Paper Reviews
What is the Coase Theorem?--Goldman is preparing the largest hedge fund launch ever - which is surprising given how bad two of their flagships funds have performed.--Some readers emailed in with some questions on the foreign listed hedge funds. Here is a list of the largest individual funds and FOFs listed in London. The manager is listed...
Listed Hedge Funds
If I told you you could invest in the activist fund Third Point at a 6% discount to all other investors - would you be interested? Not only that, but there are no lockups, no minimums, and daily liquidity. Loeb IPO'd a fund in London in July, and currently the shares trade at a nice discount. Here...
Pats/Jets, Seasonals, and the Return of the MILF
Are the Pats going to run the score up against the whistle-blowing Jets? The markets think so with one of the largest point spreads in NFL history at -24.The Patriots are the fifth team with a 13-0 record, joining the 1934 Bears, 1972 Dolphins, 1998 Broncos and 2005 Colts. I remember when the 13-0 Broncos lost to the...
Adooga and the Christmas Price Index
Cool new site - Adooga. Maybe I'll start a contest to redo my blog design.
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PNC Wealth Management tracks the PNC Christmas Price Index. Not surprisingly, it is up 4% from last year:
For 23 years, PNC has calculated the cost of the items in the song “The Twelve Days of Christmas” if purchased at current prices. Over the years,...
Will Someone Please List a Hedge Fund in the US?
Ackman Says Pershing Fund May Seek ListingMr. Ackman said Wednesday that the “time isn’t right yet” to list his fund. But he seemed to have little doubt that public status was worth considering.“I’m a believer that certain hedge funds should be publicly traded,” he said.I couldn't agree more - it's time for the US to catch up with London...
Holiday Reading List
The Incredible Power of Momentum Stocks--A 13 bp portfolio--A new junk bond ETF gets listed--Does the fiscal deficit affect asset valuations?--Think anyone will take me up on my offer for a $10,000 review on SponsoredReviews.com? --I just picked these up for some holiday reading. . .Sin in the Second City: Madams, Ministers, Playboys, and the Battle for America's Soul...
Forbes.com Moves Into the Blog Aggregator Space
Let's see - I give you all my content, you post ads on my blog, and then you take most of the revenue from ads on MY BLOG?! Brilliant! (Very heavy sarcasm.) This is actually a little better than what is currently out there. I can only see this working if:1. The traffic from Forbes.com...
Investing Sites and Blog Economics
TheKirkReport, along with AbnormalReturns, are the two best "linkfest" style blogs and daily must reads IMO. Kirk posts a list of great investment blogs, many of which I had never heard of.--The SeekingAlpha exodus continues. The irreversible trend is for websites to compensate users for value added content. Sites like Newsvine, Assoicated Content, Helium, Revver, PayPerPost, and...
Fees & Tax Harvesting
How did I miss this book? Endowment Asset Management: Investment Strategies in Oxford and Cambridgeby Dimson (Triumph of the Optimists author). Maybe because it focuses on the endowments across the pond. . .--Interesting new book out by Mercer consulting titled 2020 Vision. It has interviews with 12 leading figues from acadamia and the investment industry including...