Denver, The Old Always, and Sous Vide Hacks
Quite of few of my emails have ended up in the Spam folder so if you sent something and didn't hear a response please...
Happy Holidays
Finally added Thaler's Nudge blog to the blogroll. Interesting post on The Charity Deduction.
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You need to be different and make concentrated bets if you're...
Time to Get Long Munis For a Trade?
In our last post we took at look at two forces that are lining up for a potential strong year end and start to...
Will The January Effect and The Presidential Cycle Combine for a Big January in Stocks?
Below is an example of what might be covered in the upcoming launch of our monthly newsletter. If you haven't done so, sign up...
New Cambria Quantitative Research Monthly Newsletter
(Note: You must sign up through the email list to receive the monthly newsletter via email...)
We are starting a monthly newsletter that focuses on...
Bankers and the Social Good
Interesting piece in The New Yorker by Cassidy What Good is Wall St?
There is a particularly interesting section on Woolley and his Centre for...
Magic Formula Funds & S&P 500 200 Day Moving Average ETN
Not sure why they would do this as an ETN (well, I understand their arguments but they don't hold water to me) but interesting...
Real Time Hedge Fund Tracking Results
In my book The Ivy Portfolio we touched on three hedge funds that we thought made sense to follow their long stock picks. We...
$10,000 for Best Paper
We already have one blog reader that has won the NAAIM prize for best paper, let's get another! Deadline is March 2011 and the...
Mo – A Contrarian Case for Following the Herd
I read everything from GMO so a bit surprised I didn't see this: Momentum - A Contrarian Case for Following the Herd
