Fama: My Life in Finance
A great read. Of particular interest to me was this statistic:
"The percent of firms paying cash dividends falls from 66.5 in 1978 to 20.8...
Harvard & Yale Asset Allocations
2009 is Yale's target allocation rather than actual allocation.
The Harvard and Yale Endowments 2009 Updates
Yale 2009 Endowment Report
Harvard 2009 Endowment Report
On the last page Mendillo had these two rather odd quotes that seem, at least to me,...
The Value In Following The Smart Money
My first article for Forbes was published about 10 days ago where I profiled how to piggyback Seth Klarman.
The first stock we talked about...
The Value of Content SeekingAlpha Has Received For Free
is somewhere between $2.8 million and $55.5 million. I'll get to the math in a minute.
I originally allowed SeekingAlpha to repost my content because...
Three Must Reads
The Hidden Risks of Risk Parity Portfolios - Ben Inker GMO
&
Forgotten Lessons of 2008 - Seth Klarman's Annual Letter
&
Interview with James Montier - Simolean...
Investing Based on the Yield Curve – REITs Like it Steep
Here is an old post where we took at a look at investing based on the yield curve. I updated the charts here with...
Paulson’s #2 – Paolo Pellegrini’s PSQR Fund
Nice article about Paolo Pellegrini's PSQR Fund over on Prag Cap (via Altucher). Paolo is featured heavily in the very good book The Greatest...
Links and a Long Short ETN Launch
Is anyone going to Andrew Lo's presentation at the CFA Society here in Los Angeles next week? If so come say hello.
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Betting on the...
