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...
Global Rotation Strategies
Below is an updated equity curve from the global rotation strategy in the book. Trying to decide if this is going to be a...
Three Funds Someone Should Start
Long time readers know that I am fantastic with coming up with great ideas but less so at monetizing them. Anyways, here is an...
Two Heine & Price Disciples
This is pretty cool news. This fellow Marcus (along with Klarman) honed their skills under Heine and Price.
Mr. Marcus's new firm, Evermore Global Advisors,...
Quant Models For Box Office Movie Returns
If you have one, now you have your exchange.
Maybe Ryan Kavanaugh should start a hedge fund?
