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...
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...
