Weekend Reads

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A few new books in the mail for you to flip through while watching the Broncos game... : This is a really interesting book for...

Top 100 Hedge Funds vs…..Themselves?

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Bloomy has a new issue out with the "World's 100 Richest Hedge Funds".  (Downloadable PDF here. Had I realized there was 2011 data I...

Father of Low Vol Investing

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Billions have been pouring into low vol funds in the past few years.  While this phenomena that "risk does not equal return" feels new...

2013 Resolutions

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(On a personal note, this is an awesome bucket list of dream trips and must do trips for 2013!  Personally the Powder Highway looks...

Travel and Talks

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Below is a short list of talks I'll be giving in the first few months of 2013.  At one conference I follow Malcolm Gladwell...

9% Alpha with Munger & Van Gogh

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I've always believed in learning from other investment greats as mentors, and that is the tagline from my other site The Idea Farm: “I believe in...

Quant Value

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A great new book out from Wes Gray and Toby Carlisle:  Quantitative Value, + Web Site: A Practitioner's Guide to Automating Intelligent Investment and...

The Last Five

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As we wind down 2012, I'm going to summarize a few of my favorite posts from 2012.  But first, I thought it would be...

Why Active ETFs Spell Doom for Active Mutual Funds

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People still don't understand the tax benefits of ETFs.  I think they are beginning to, but the big difference will not be for indexes,...

Year of the Tiger (Stocks)?

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Actually this is the year of the Dragon (2010 was the year of the Tiger).  I've been writing about 13F investing since this blog...