Subprime Mess
There are some people that saw the whole subprime implosion coming. Paulson & Co. (AUM > $20Billion) is the New York-based hedge-fund manager...
The Fed Is Irrelevant & Canadian Happy Hour
I largely agree with Jim Rogers in the video from Bloomberg, and this article from John Hussman. In other news, my roommate is...
New Choices In Private Equity
I have written a great deal in the past about foreign listed hedge funds. As far as private equity vehicles go, there are...
Body Slam That Mortgage Or Auto Loan!
Home of the "Figure-4 Process"?This website is simply amazing.From the website:Tired of getting the runaround and turndown from all the big lenders?Now with Ric...
Time to Hedge Your House?
Brad Zigler has a great article over on SeekingAlpha on the S&P Case/Shiller housing futures - "Does Hedging Make You A Chicken?". (For...
Tony Crabel And The Secret ORB
Sounds like a Harry Potter title doesn't it? ORB actually stands for "Opening Range Breakout", and is part of the title for an...
When Will We See A Bottom In Homebuilders?
Homebuilders are down almost 70% from their highs. Time to buy, or would you be simply catching a falling knife?Below is a chart...
Managed Futures – Wide Disparity in Performance
Is it time for the Old Guard to disappear into the sunset?I blogged in July about the news Rentech was planning on moving into...
Investing in Talents: Manager Characteristics and Hedge Fund Performances
If this new academic paper is true, I should be managing billions and shooting the lights out! (Although if wheat continues its trajectory...
I’m Going Back to Cali. . .
Besides having one of the best moustaches around, Mohamed El-Erian is one of the elite investment managers in American today. (I tried a...
