Hugh Hendry on the Best Investment Book Ever Written

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I have never heard of the book but ordered it anyway (hey it's only $10). Story from The NYT here.

More Evidence for Value in 13F Tracking

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From the paper in the last post: Last, we consider whether superior performance by other professional traders also is accompanied by market under reaction. For...

The Value in Following the Smart Money

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Another great summary from CXO, this time on a new paper on tracking Warren Buffett: Overconfidence, Under-Reaction, and Warren Buffett's Investments. They dispel a few...

The Real Money Guessing Game

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A number of real money funds report their fiscal year ending June 30th.  (A day does not go by where I do not get...

Back on the Grid

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I just returned (tired and a bit bruised but otherwise happy) from a week long mountain bike trip from Telluride, CO to Moab, UT. ...

Trading ETFs in Volatile Markets

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Nice webinar from IndexUniverse

Reading & Traveling

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In the 1% chance I have readers in either Telluride or Moab (or even less likely, along the way), drop me a line if...

Cambria Global Tactical ETF

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If you didn't see the press release, we are excited to announce that Cambria is filing to launch an actively managed global tactical asset...

Drawdowns

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For those who are not familiar (according to the comments on the last post there are quite a few) with drawdowns, below is a...

Bond Drawdowns

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I did a post a year ago on the largest drawdown ever for US long term bonds.  Well, that has now been exceed with...