New Paper and Cambria QR

27
Ok, the people have spoken - Cambria QR will go out once a week (instead of daily) with what I am reading (probably...

I Think This Would Have Been Funnier If Announced on April 1st

18
Or, perhaps if the article was on The Onion. John Meriwether to launch third hedge fund.  In related news, Victor Niederhoffer is the co-manager.

Pension Funds

10
I'm trying to get educated on Pension Funds.  What are the best reads here, in print or online? I've ordered: Optimizing the Aging, Retirement, and Pensions...

Lots of Institutional Links

2
Lotsa chatter going on lately on pensions, endowments, and how they manage their money.  I'm writing a paper (in a long list of papers...

Inflation

4
Lots of readers emailing in this chart from Bianco (via Ritholtz).  I'm not going to comment on the validity of the data, but rather,...

Japanese Real Estate Index

8
Anyone know of where I can find a historical Japanese Real Estate Index?

Cambria QR Morning Research Note

7
There are some exciting developments coming down the pipe at Cambria.  One of them was prompted by the daily requests over email and phone...

New Book

0
I thought I was going to get to some reading over the long weekend but it was not to be. New read just arrived from...

Hedge Fund Letters

11
I started the website Hedge Fund Letters because I love reading manager commentary and there wasn't a good rescource for finding the letters other...

Monthly Newsletter

4
Is updated for April here. Make sure to sign up to get a first peak at my new paper coming next week!