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?
Suvivor Bias
Is an enormous issue, and one of the biggest NO-NOs if you are a quant.
If you are not familiar with survivor bias it is...
Is Whitney Tilson Running a Best Ideas Fund of Funds?
I like Whitney Tilson and the research he puts out. His housing work is some of the best and thorough research I have seen...
Taleb & Faber & Gomez & Hendry
Great Great Interview
http://2010.therussiaforum.com/news/session-video3/
