Blog Updates

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There will be some cool new features and developments coming down the pipe soon for the blog and "other".  Stay tuned! Since a large number...

Thinking About Risk

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There are lots of ways to (try and) reduce risk in a portfolio.  Adding (truly) non-correlated asset classes, using risk management and tactical trading...

Trendfollowing on Currencies

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I have been waiting for a mutual fund or ETF/N to come out on some other currency indexes other than carry, and value and...

New Short Sale Disclosures and More Investing Websites

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I haven't seen much ink on the new Dodd Bill and potential short sale disclosure requirements, so it came to my surprise when I...

Tracking the #1 Mutual Fund Over the Past Decade

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Nice article out of Arends in the WSJ on Bruce Berkowitz's Fairholme fund: How is Bruce Berkowitz making your mutual fund managers look bad? Easy....

How Will You Measure Your Life?

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The first couple links are via Altucher: How Will You Measure Your Life? Although this has been on Hedge Fund Letters for awhile, I have never...

Weekend Reading

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Trying to get up to speed on this volatility trendfollowing paired with stop-loss provisions (S&P Index with product coming out from Direxion). Coverage from VIX...

Li Lu to Fill CIO Spot at Berkshire?

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Lots of chatter about Li Lu filling in when Buffett steps down.  Anyone have any Himalaya Capital or LL Investment Partners letters? From Bloomberg article: "Li’s...

The Death Cross, or, Questioning What You Read

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From a recent article by Mark Hulbert titled "Track Record of the Death Cross": Blake LeBaron, a finance professor at Brandeis University who has ...

Weekend Reading

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Ten Stock Market Myths ---- The Cubs are Struggling ---- What Did Investors Learn From the 2008 Crash? What's the most important finding in your recent research? For me the...