What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%. What are the current drivers of...
Five Million Dollar Investing Ideas (Part 4/5), Private Crowdfunded Research Boutique
Below is Part 4 in my series of ideas in the world of fintech.
Part 1 – Public Alts newsletter
Part 2 – Quant Backtester
Part...
Five Million Dollar Investing Ideas (Part 3/5), Tax Harvesting
Below is Part 3 in my series of ideas in the world of fintech.
Part 1 - Public Alts newsletter
Part 2 - Quant Backtester
3....
Five Million Dollar Investing Ideas (Part 2/5), Quant Backtester
This post is 2/5 on ideas in fintech. We have had to build everything custom in house as most online/public software is too limited...
2....
Five Million Dollar Investing Ideas (Part 1/5), Public Alts
James did a fun post on new startup ideas (though I wish he would have just followed up on JungleSmash). A couple buddies of...
A Few Hedge Fund Interview Stories (Including Meth and Stock Fraud)
I was joking with a friend the other day about some of our funnier interview stories (I'm not going to even get into work...
Buy High, Sell Higher?
A classic example from my buddy Steve Sjuggerud on a Wall St "truth", ie you have to buy low sell high...(reminds me of an...
1% Yield on the 10-Year (in a year)
Shilling interview with Forbes
Forbes: Let’s hit first long treasuries. The yield now on the 30-year bond is 3%?
Shilling: 3%.
Forbes: The ten-year, 1.6%, 1.8%? Pick...
One Gets It, One Does Not
I had forgotten about this important exchange in the Barron's Roundtable a few weeks ago:
Rogers: The stock yields 1.7%. The company cut its dividend a...
A Legend Passes
For those young folks newer to the markets you may not have heard of the professor/money manager/newsletter writer Marty Zweig. He sadly passed away...
