Links

3
I am a big fan of Richard Ferri.  If you are going to pay someone to buy and hold, he makes 99% of my...

Debt and Deleveraging

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McKinsey report here. Summary here.

Deceptive Advertising and Snowfall

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Nice paper, although I'm pretty sure resorts on the West Coast will not need it this weekend!

Paul Tudor Jones on Reminiscences of a Stock Operator

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The interview in the back of the book is priceless. Must read. Holy crap there are about 40 gems in this interview.  A few of my...

Momentum and Relative Strength

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A nice white paper from the good folks at Dorsey Wright: Bringing Real World Testing to Relative Strength

The Global Debt Bomb and Kyle Bass’s Hayman Advisors

2
Fun bike reading yesterday - The Global Debt Bomb Bass's Hayman Advisors is mentioned a bunch in the post.  You can find his shareholder letters...

In the Mail

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That's it.  After this order I'm officially putting my Amazon account on hold until I crank out some of these 7 white papers I've...

Free Historical Data Sources

5
Every day I receive a slew of emails asking about historical data.  While I use Global Financial Data ($), below are some resources for...

Six Impossible Things Before Breakfast

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James Montier speech last Summer (HT: NG) ---- I've written a ton on how the hedge fund indexes are useless.  Remember, you don't want the beta...

Bill Dunn

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Nice interview here. His performance here. Economist article on managed futures funds.  Literally lumps together trendfollowing futures funds, quant equities funds, and high frequency funds into...