What Countries Set to Outperform in 2013?
If you read The Ivy Portfolio you would have seen a few sections on quant reversion strategies. One strategy is to look for asset...
How Will You Measure Your Life?
The recent news out of SAC and Aletheia is a bit depressing. I've unfortunately have had the experience of knowing a handful of people...
Ideas Retreat in Wine Country
This is a cool conference Mish is putting on in April in Sonoma featuring speakers Chanos, Hussman, Mauldin and others. I'm hoping to attend,...
Wisdom, Whitebox, and the new (Ab)Normal
I've received a lot of great feedback on The Idea Farm. So far I've sent out about 30 emails that have represented over $40,000...
Holiday Buying List
A few weeks ago we did a post that detailed the combination of the 4 year presidential cycle with the January effect in small...
Barron’s to Launch ETF
The headline is a joke of course (although did you know Forbes was once moving into the ETF space?), but from the results for...
Gundlach, Japan & the US
In the Gundlach call today (PPT here), he referenced the returns to Japan and US equities over the past 10 years. Japan has a...
Best Ideas 2013
I am speaking at the best ideas online conference in January (and I see my buddy Wes is too). Will post a reminder in...
