Time to Short Credit Spreads?
As the Bespoke boys point out, spreads of corporates vs. treasuries are getting to historical levels. Below is a chart that takes the...
Index Huggers
Is your fund manager just an index hugger in disguise? (Cartoon from www.nicholsoncartoons.com.au )Investing in most mutual funds is a waste of time...
Follow-Up Post To Largest Company By Market Cap
About a year and a half ago I wrote and article investigating the performance of the largest public stock by market capitalization each year.The...
And the Winning Cover is. . .
I thought my book was coming out in November, but now it looks like February. Sheesh.A good indication of the quality of my...
Hedge Fund Masters Update
Are the top value hedge funds going to beat the market every quarter, or just outperform when the market is going up?Maybe we should...
If I Were A Woman…
that was looking for a permanent mate, then I sure wouldn't be taking the pill.(Sorry for the random non-investment related post, but I have...
