Building a Currency Value Model
I'd like to hear from any of the currency trader followers on their favorite models for trading currencies based on valuation (not momentum, interest...
Where’s the Magic?
Nice post by the good folks at Empirical Finance on testing the Magic Formula and having quite a bit of difficulty replicating it...
In a...
Not Content At All
with the way I receive and distribute information. I am constantly thinking of ways to better streamline my life and to have better filters...
Correlation, Causation, and How to Get Over a Guy
Wonderful article by Lahart from WSJ. (HT: BB)
The Value of Ira Sohn (Hedge Fund Stock Picks)
There are a lot of people debating the value of stock picking events like the recent charity Ira Sohn Conference. Felix Salmon and David...
Mark Haines Moment
I have basically seen Twitter up to this point as a pleasant distraction. One of the effects however of this real time newsstream is...
An Econometric Approach to Tactical Asset Allocation
I am finally back home after three weeks on the road (made more interesting by not having a photo ID for the last five...
Roundup of Managed Futures Funds, or What Worked Part II
I think there is a big need for a newsletter that focuses on public alternative and actively managed funds for the professional (and hobbyist/active...
Hedge Analyst Job Contest
Kind of like the VIC, but instead of a $ prize you get a hedge fund job with base of $125K + bonus.
Capitalist Collective
HT:NG
