Ray Dalio Rally?
Einhorn's interview with the Financial Crisis Inquiry Commission (Santangels)
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I would think they could come up with a better name than Harvard Cubs but the...
Factors in Tactical Asset Allocation
I spend a lot of time thinking about tactical asset allocation. One of the biggest difficulties I have is how to compare asset classes...
Returns You Can Eat
All that matters to an investor are returns after all fees, inflation, and taxes (or what I like to call "returns you can eat")....
Conquering the Divides
Well this is certainly an interesting perspective (NYT):
Madoff paused as he related this. His voice settled. He said to me, “I am a good...
San Francisco & Bookshelf
I'll be in SF through tomorrow morning if anyone is around for a quick meetup.
Books on the way and pre-ordered from Mauldin, Greenblatt, and...
Travel: San Francisco & Tahoe
I forgot to mention in the last post that I will be in San Francisco next week. Drop me a line if you want...
Travel: Silicon Valley
Since I am still finishing up the design of the CQR newsletter (this weekend I hope!) I thought I would update my travel here...
Augmented Dividends & Stock Market Float
I've long written on the blog that dividends no longer give an investor the total picture regarding how companies return cash to shareholders. ...
Miami LinkFest
Nice update to the Dorsey Wright Paper: Bringing Real World Testing to Relative Strength. Here is their monthly newsletter that takes a look at...
