Just Arrived

2
Every trader's favorite book with new commentary and annotations by John Markman as well as a foreword by Paul Tudor Jones.  It's been years...

90% Of The Time

0
This is a really great poem from my relative Zach Thomas in North Carolina...who is recovering from a broken wrist from the dog attack...

AlphaClone News

2
Some interesting news out of AlphaClone. Press release here. Over 70% of AlphaClone's Smart Money Simulations Outperformed the S&P 500 Index SAN FRANCISCO, CA--(Marketwire - January...

Fat Tails

8
Nice paper - Non-Normality of Market Returns (link fixed) While I think this is well established, was worth reading nonetheless.

Investor Delusion….

4
....knows no bounds. ---- Marshall Wace launching hedge ETF....in London...US still 14 years behind.

Links

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Holy Cow I need to take a sabbatical next week! ---- Google talks about pulling out of China for free speech reasons, but decides to continue...

Sunday Coffee

10
Two things I'm thinking about today: 1.  Payments for bone marrow and organ donation.  Two articles here and here in the WSJ. 2.  Has there been...

Short Lending

2
Why use any index fund company than Vanguard?

Traveling

4
Las Vegas (today) Germany & Austria Feb 13th-21st

Traveling

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Phoenix today through Friday.  Drop me a line if you're around.