There is Only One Trade On Now
It is either
Short the Dollar, Long Risk (Equities, Real Estate, Commodities, Risky Bonds), Short US Govt Bonds
or
Long the Dollar, Short Risk (Equities, Real Estate,...
Monthly Newsletter
I'm doing my best to get my feet wet designing and sending out a monthly email newsletter.
You can view the first version that went...
Delveraging at the Worst Possible Time
Nice article on Bridgewater panicking moving into safe mode.
4 New Websites
Cool new equity modeling site.
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Lots of new shareholder letters on Hedge Fund Letters.
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Timothy Sykes launches Investimonials. I always thought there was a huge need...
Happy Thanksgiving
Happy Thanksgiving to all the World Beta readers. Below are some truly spectacular photos from the National Geographic Photography Contest to lead you into...
Book Reviews
I have no problem with negative book reviews, but book reviews where they clearly did not read the book (and still took time to...
Let’s Talk About Professional Funds
I spend a lot of time talking about our industry (and all the warts and snake-oil that is sold) with the boys at BlackStar...
Lest you think writing a book is a moneymaker
...let a NYTimes bestseller convince you otherwise (HT: Sea):
"If I published only one book a year, and it did as well as this one,...
