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I'm doing a webinar tomorrow from NYC, tune in and ask me some questions!
Login here or here, 4PM ET, 8/13/09.
Couple Good Articles in Barron’s
I love visiting NYC! (PS Anyone have a favorite sushi joint here? Blue Ribbon is right down the street so may try that.)
A couple...
Airplane Reading
Anyone have anything else good for my redeye flight tonight?
False Discoveries in Mutual Fund Performance: Measuring Luck in Estimated Alphas
75% of funds have zero...
Formula Investing by Greenblatt
Very cool new site powered by Pershing / Inautix...maybe we will implement something like this?
Formula Investing website (and Greenblatt's very good book here).
Here are...
$4 Billion in assets…
and not profitable!
WisdomTree needs $2.4 B more to get to profitability...
Top Value Mutual Funds
I was thinking about doing an article on the top value funds, and creating an AlphaClone portfolio on them. (Or maybe a follow up...
Seth Karlman & Baupost Group
All you ever wanted to know about Seth Klarman and Baupost from HFL.
Just curious, does anyone have yearly Baupost returns?
Consensus Views
Are there any more consensus views right now than:
-interest rates are going up, and
-gold is going up
?
