This Time is Different

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Abnormal Returns does a great job summarizing some of the problems with Marketocracy, wait, I mean Ka-Ching and Covestor.  Both of these companies are...

Successful Market Timing

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This is a complete repost from April 2007...some of the difficulties in following a market timing system... In an unrelated note, Hulbert pens a great...

More Hedge Funds to Track

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on AlphaClone...30 new ones added below.  I'd be curious to hear how people are doing that are following the software, leave a comment if...

Where were you…

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...when the Dow first crossed 10,000? I was on Spring Break ice climbing in Durango, and then climbing Engineer mountain and sleeping in...

Lose 72% of your investor’s $, make the cover of Barron’s

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It's Miller Time I don't even know what to say.  Wouldn't a story about AlphaClone be much more interesting?  Like, say, how following Greenlight beats...

Julian Robertson and Not Losing Money

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Hat tip to Market Folly for the reference.  Robertson on Bloomberg: "I think that if you really look at how to do a good record...

Hedge Fund Cloning – A Fourth Type of Replicator

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"You don't want to be average; it's not worth it, does nothing.  In fact, it's less that the market.  The question is, 'How do...

LinkFest

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Off to Chicago, drop me a line if you're around... ---- Some more great research from the boys at Blackstar ---- Mark Cuban like the TShirtAds concept. ---- Pretty innovative...

Traveling

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I'm in Chicago for a speech this Thursday, Oct 1 - Monday Oct 5.  Drop me a line if you want to meetup!

When the Tiger Speaks, You Should Listen

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Julian Robertson interview where he mentions liking V, MA, and AAPL (disclosure: we own all three).  If you have been following the Tiger Cubs...