Activist and Merger Arb Funds
I'm creating some more fund groups over on AlphaClone. Below are some old lists I had of activist and merger funds. Leave comments with...
Deceptive Advertising and Snowfall
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
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
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
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
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
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
James Montier speech last Summer (HT: NG)
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I've written a ton on how the hedge fund indexes are useless. Remember, you don't want the beta...
