Big Brother is Watching

3
Glad I didn't write my book on Google docs."11.1 You retain copyright and any other rights you already hold in Content which you submit,...

LinkFest

8
Reading anything interesting? Send me your links. . .----It is always nice to see a model continue to perform out-of-sample. Below are the...

Doggy Dogs

2
I'm not much of a ranter, but it doesn't make any sense to me to continue to focus on dividends when there has clearly...

Sharpe Ratios of Managers

8
The Sharpe Ratio is a measure of the risk-adjusted return of an investment. While there are a lot of ways to measure risk,...

LinkFest

1
Princeton-Newport is one of the best performing hedge funds of all time, and for a good review check out the great book Fortune's Formula(more...

LinkFest

4
How is it that the Celtics are only trading at slightly better than even odds to win the NBA title? From Tradesports:----Brits turning...

When Markets Collide

4
I just read El-Erian's new book When Markets Collide this past weekend. Am I the only person to notice that his allocation only...

Asset Allocation vs. Interest Rates

12
I created a Google Custom Search Gadget and added it to the World Beta toolbar. It searches only the top 50 investment blogs....

LinkFest

1
Just added The Capital Spectator to the Blogroll. Picerno has a great article on the global capital markets portfolio - and so far...

Stock Screening

0
So far it doesn't look like there have been any studies that divide factor research into bull/bear or trend periods. If there are...