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...
The Folly of Forecasting
I was cleaning out some files and came across the fantastic James Montier PDF "The Seven Sins of Fund Management". (If you want the...
I Spent My Weekend
trying to figure out what in the world Currensee, the new social network for currency traders, could possibly spend their $8mm venture round on. ...
Momentum Studies
What academic study has the most historical data for momentum? Most studies I see go back to the 1960s at the most.
Good listing of...
