Lykke Li to Take You Into the Wknd

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httpv://www.youtube.com/watch?v=K3P2o5gryfs&feature=player_embedded

Seven Immutable Laws of Investing

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Montier must read as always: Seven Immutable Laws of Investing

Hedge Fund Letters

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I started the website Hedge Fund Letters awhile back because I wanted to archive and read a bunch of manager letters...There is no central...

Ray Dalio Rally?

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Einhorn's interview with the Financial Crisis Inquiry Commission (Santangels) ---- I would think they could come up with a better name than Harvard Cubs but the...

Factors in Tactical Asset Allocation

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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

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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

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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...

Blogroll

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New addition: Empirical Finance Empirical Finance Blog Their paper Do Fund Managers Identify and Share Profitable Ideas?

San Francisco & Bookshelf

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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

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I forgot to mention in the last post that I will be in San Francisco next week.  Drop me a line if  you want...