Schwab’s New Advertising

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Schwab is now running ads that seem to offer great margin rates (for a limited time !!! act now!!).   These are very credit card...

Three New Papers in the Journal of Investing

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These are probably available for free on the internet somewhere (if readers find them leave a comment and I'll update with hyperlinks): Asset Bubbles and...

Influential Books Game & Survivor Bias

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Great, great, great post on survivor bias (from a new academic paper by Xiaoqing Xu, and Anthony Loviscek of Seton Hall University): "The average...

AlphaClone New Features

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In addition to adding some new funds, AlphaClone added the following features today: View historical holdings 13G/D Alerts More cool new features on the way!

New Papers and Books

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Now that I have finished a few new research papers (make sure you sign up for the newsletter as readers will get the first...

New Funds Being Added to AlphaClone

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Some of my favorite hedge funds below are going into the database this weekend. Are there any funds not listed you would like to see...

Perfect Sector Rotation

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I would probably pay $1000/year to subscribe to CXO. A nice article on Perfect Sector Rotation - think about this when you hear someone yapping...

Net Payout Yield and Dividends

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A reader emailed in asking about payout yield after my post the other day on the decline in companies reporting dividends (older post here). ...

Stocks and Markets as Mountain Ranges

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in this case it is the Lehman Range: (artist is Michael Najjar, HT: CC via Kottke)

A New Fed Paper

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that I am going to take for a spin over breakfast in the AM (HT: reader KJ) "Out of Sample Equity Premium Prediction:  Economic Fundamentals...