When Is the Time To Buy Homebuilders?
2009 is looking great.With the Dow Jones Homebuilders Index down roughly 75% from the peak, it is tempting to do some bottom fishing and...
A Short Sabbatical
I spent Thanksgiving in the Mexican state of Sinaloa. Watched the Mazatlan Venados lose to the Mexicali Aguilas, did some surfing, and caught...
Hedge Fund Masters
Will looking under the hedge fund hood reveal investment gems - or are you driving by looking in the rear view mirror?The 13Fs are...
A Wolf in Sheep’s Clothing?
The 13Fs are trickling in, and I will be updating the portfolios shortly. A manager I was interested in checking out is MLF...
Mind over Money
Jason Zweig, author of Your Money and Your Brain , has a good interview in Research magazine here.One of my favorite quotes from Zweig:What...
Weekend Reading
The TIPS Bond ETF is up ~ 9% this year, and has had a strong move lately. I wonder why?--Most quants I know...
The Long and Short of China
Chinese closed-end funds are getting to some pretty fat discounts. CAF -28%CHN -20%JFC -19%GCH -16%A simple strategy would be to buy this basket...
Stock Screening
Might stock screening prove the key to your investment success?(Photo from Chema Madoz.)I read Jack Hough's new book Your Next Great Stockon the plane...
Evolutionary Psych
I don't agree with all of this article, but it's a fun read nonetheless. "Why most suicide bombers are Muslim and beautiful people...
What I am Reading
How smart do you have to be to read this blog? I thought I wrote in a breezy and accessible manner, but apparently...
