DAL to LA to SF (short) LinkFest
Traveling to San Francisco for a week starting Friday, drop me a line if you're around...
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A nice list of bubble books, and I can...
Harvard and Yale 2009 Returns
There has been a lot of coverage in the media on the Harvard and Yale endowment returns for 2009 (Bloomberg, WSJ, Barron's, NYTimes, Dealbook,...
Labor Day Links
Lots of these are non-investment related...and it took a little longer to post than normal. The good news is the cast comes off soon...
Goldman Sachs Hedge Fund Trend Monitor
There is a ton of good information in this quarterly report (link to PDF here, or in full at the bottom of this post). ...
Pimco Plots Asset Strategy to Mimic Yale Without Cash Strain
Interesting news. The key here is how they plan on allocating the hedge fund and private equity portions. You already know what I think...
Hedge Fund Tracking 2009 Results
(Posting will be a little lighter over the next few weeks as I have a broken hand. Well, at least until I can get...
Sitting, Waiting
I don't watch CNBC much, but was watching this AM over coffee at the house. I keep hearing people state, "I'm waiting for a...
