Killer Lineup at Ira Sohn This Year

0
Klarman, Tepper, Grantham, Einhorn, Zell, etc. http://www.irasohnconference.com/

A Few Selected Reads From CQR Weekly

2
Kyle Bass on Japan and Europe The Benefits of Tax Harvesting Insights Into the Global Financial Crisis Profile of Tyler Cowen of Marginal Revolution: "With books, Cowen is...

Mutual Fund Fees

15
Is there a mutual fund (or ETF) that decrease their management fee as total assets increase?  I've heard Magellan does it but have not...

What Worked Last Week

3
With most risky assets taking a bit hit last week, I decided to show our Alternatives Update for just last week to see what,...

Traveling

0
San Francisco and Sacramento Monday May 17th - Thursday May 21st. Drop me a line if you want to meetup!

New Books on the Way

11
A couple potentially great books en route: Buy--DON'T Hold: Investing with ETFs Using Relative Strength to Increase Returns with Less Risk - Masonson Panic: The...

Reading List

0
Asset Allocation Asset Allocation by Roger Gibson All About Asset Allocation by Richard Ferri The Intelligent Asset Allocator by William Bernstein Mastering the Art of Asset Allocation by...

Money on the Line

1
I love the new feature on AlphaClone that lets an investor view what fund has placed the biggest bet on a stock (as defined...

Traveling

0
I'll be in Washington D.C. today and tomorrow. Drop me a line if you want to meetup!

Hedge Funds With The Biggest Cojones?

6
We just unveiled an awesome new feature on AlphaClone that lets the user input a stock and find out what fund has the most...