Contrarian Signs
Well, not only is Spencer Pratt following me on Twitter (along with 12k other people), but his last post is "I hope you bought...
Victor Niedheroffer’s Review of My Paper: “A Worthless Article”
Below I continue my series of posts highlighting some of the more interesting blogs in my last three years of writing. The below is...
3rd Blogiversary, and More Posts Updated
When is the time to buy the homebuilders? "2009 is looking great"...ITB is the homebuilder ETF
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Probably my two favorite posts that highlight my biotech...
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...
