9
-70%? Now that's what I call a drawdown----Picks from the Value Investing Congress West----I wonder how a tactical system using the timing model...

Spam Again

3
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

7
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

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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...

Contrarianism and The Market Portfolio

7
I like to think about what the most contrarian position is in the financial markets. It really has to be long term bullish...

Superfund

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Yesterday I walked past the (very nice) offices of Superfund, a great marketing company ....errr, I mean a managed futures offering. Their fees...

LinkFest

4
Posts have been light due to all of my traveling (and flights getting canceled). I hope to catch up later this week. ...

3
If anyone is attending the Dresdner Kleinwort Listed Hedge Fund Conference in London on April 30th, please let me know how it goes (and...

Spam

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I just noticed that there are a lot of emails that readers have sent that ended up in my Gmail spam folder. If...

LinkFest

1
I'll be in North Carolina, Virginia, and NYC in the upcoming weeks. Drop me a line if you would like to meet up!----I...