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...
Holiday Reading List
Books on the way for the holiday season - anything good I need to take a look at:
The Evolution of Technical Analysis: Financial Prediction...
It Is All About Your Timeframe
One of the biggest casualties of the 2008/9 bear markets was investors who had portfolios that were not aligned with their timeframe. Many retirees...
Kirk Report Live Chat Today 5PM Eastern
I'm doing an hour long live chat with Charles Kirk today. It is text based (I type slow) so we have a full hour...
Back to Basics & Bubble, Crash, Bubble, Crash
Two great reads from GMO (Back to Basics: Six Questions to Consider Before Investing) and Hussman (Bubble, Crash, Bubble, Crash)