13F Hedge Fund Best Ideas and Consensus Approach
Looks like another great quarter for the hedge fund tracking strategies. My previous observation that the funds exhibit similar downside volatility and much...
Want to blow something up?
My all time favorite YouTube to take you into the weekend (Spike Jones: Lakai- Fully Flared Intro) - I'll be enjoying myself in the...
Buffett the Endowment Manager
I downloaded a few of the sample PDFs at 13D research, and Kiril Sokoloff puts out some pretty interesting pieces.----What's the point of indexing...
Lighthouses Rule
I will be in SF Friday - Tuesday if anyone wants to meet up.----The 13fs are rolling in and I will be updating the...
Buy the Rumor, Short the News
I am a big fan of David Einhorn (haven't yet had the chance to read his book), so I was glad to see the...
Spam Again
I wonder if my email address being listed on the blog results in so many emails getting tossed into the spam folder?Once again, if...
When Markets Collide
I don't really like responding to comments in the comment section because I feel like no one reads them. I am going to start...
Why The World Is Backwards
This post is in honor of the 10th anniversary of Bre-X.I am going to go on a bit of a rant. It makes...
