Turn That Frown Upside Down
What is a simple way to generate more alpha? Take your alpha strategy, and do the opposite!
The Surprising 'Alpha' from Malkiel's Monkey and...
The $130,000 Idea Challenge
From the folks at Orgami out with a new investment $130,000 contest.
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Also, another fun Idea Farm email went out last week that has an...
Belgium and Financials
Two factors that have consistently worked over time are value and momentum. Lots and lots of research in the archives as well as our...
Catching a Falling Knife
We have posted a lot on reversion and counter trend systems on the blog over the years. One idea Prabhat and I were working...
Hugh Hendry on Gold, China, Treasuries …
If you haven't been to Hedge Fund Letters in awhile, stop by. I've found a solid group of writers for the site, and in...
Stocks for the Long Run & Fall or Winter (Summer)
It looks like the 5th! Edition of Stocks for the Long Run will be out in a month or two. I am highly curious...
Best Accent Contest
I could listen to these legendary investors debate all day...
http://plus.cnbc.com/rssvideosearch/action/player/id/3000124549/code/cnbcplayershare
and Jim Rogers and Marc (not my uncle) Faber
http://plus.cnbc.com/rssvideosearch/action/player/id/3000120365/code/cnbcplayershare
and one more from the good folks...
Mutual Fund Nail in the Coffin
I mentioned this back in May, but my friend Tom writes about ETF NAV trading. I see no reason why this NASDAQ proposal can't...
Sector CAPE
We've been doing a lot of work on longer term valuation metrics, and finding some not so surprising results (buying value works, duh). Shiller...
