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
Happy Thanksgiving
from South America. If you are in Buenos Aires and want to meetup, drop me a line!
The Dollar and Purchasing Power
There are not any topics that incite more vitriol than the Federal Reserve and the U.S. Dollar. The following post borrows heavily from The...
13F Rebal Week, and Being Right or Making Money
I'm in Seattle the next few days - drop me a line if you're around.
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Time's 50 Best Inventions ( The iSi Soda Siphon looks...
