Hugh Hendry on the Best Investment Book Ever Written
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
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
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
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
I just returned (tired and a bit bruised but otherwise happy) from a week long mountain bike trip from Telluride, CO to Moab, UT. ...
Reading & Traveling
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
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...
Bond Drawdowns
I did a post a year ago on the largest drawdown ever for US long term bonds. Well, that has now been exceed with...
