Traveling and Feeds
I just unsubscribed everyone from the old email system - if you want to keep up via RSS or email click the links to...
3rd Blogiversary, Risk Parity and Templeton Update
I just realized we passed my third blogiversary. I thought I would spend a few posts over the next month highlighting some of the...
Looking for an Intern
We're thinking about hiring an intern(s). Location can be anywhere, probably ideal for a recent college graduate, or someone a couple years out....
Quant Approach to Tactical Asset Allocation Updates
Over three years ago I wrote a paper that most of you are familiar with (boy how time flies, I started it when I...
In Case You Missed It
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The Investor’s Manifesto, Black Swans, Poker
I spoke at a conference a couple years ago in London with Taleb. He was a marvelous speaker, but could his writing be any...
A Quant Approach to Private Equity, kaChing and Covestor
Filing this under: YOU HAVE GOT TO BE KIDDING ME!!!
I clearly should have blown up a few funds, fundraising would be much easier...
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Mint 2.0
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Lots...
Following the Smart Money in Hedge Fund Land
Apple (AAPL) announced a great quarter and was up almost $9 yesterday to nearly $200, an all time high. Visa (V) and...
How to Avoid the Next Galleon Group (or Madoff)
The financial media have been all over the recent Galleon insider trading case (WSJ, ClusterStock, Fortune, HuffPo, etc). I'm actually a little surprised we...