The Blow (Up) Fund
Inflation? Nahhhh. Even cocaine prices are up 24% this year. (That is a pic of Raekwon from Wu-Tang, whose new album drops...
Correlation or Causation? You Decide. . .
So, countries that have high taxes also have large numbers of sexual partners. Maybe I should continue to live in the US and...
Seasonality of Smallcaps and Microcaps
Maybe we should just call this the yawn trading strategy?Pretty much all of the outperformance for small and microcaps comes in January. Here...
What I Am Reading
I am a big fan of prediction markets like Intrade, and right now, it is looking like Clinton vs. Guliani. Although, I...
Rocktoberfest
I think Goldman would call the Rockies making the World Series a 25 standard deviation event. A couple of stats from an article...
Hedge Hunters
I am still wet and cold from the Rockies game last night. . .one win away from the World Series! They have won...
Right Brain vs. Left Brain
This is driving me crazy. I am pretty convinced this dancer only moves clockwise, but people tell me the see it counter-clockwise so...
Tiger vs. Turtle
I wonder who has spawned more hedge fund/CTA progeny, the Tiger cubs of Julian Robertson (who tend toward the equity side of the universe),...
What I am Reading
Many investors looking for a "hedge" in hedge funds may be disappointed. . .I read whatever Bridgewater puts out. Their recent commentary, "What...
ETFs I’d Like To See
About six months ago I listed a number of ETFs I'd like to see. Below is a list with many of the holes...
