Taking a Mulligan
I promise I will not use a mulligan when I launch any funds (SSRN Paper here). Abstract: This paper provides...
I Want My Two Dollars!
With the recent Bear Stearns news I can't stop thinking about the film "Better Off Dead" starring John Cusack as Lane Meyer..."I want my...
Winning By Not Losing
I believe avoiding loss is the most important consideration in this business. But don't take my word for it - below are a...
Hedge Fund Masters 2008…Everyone Loves Qualcomm
Feeling a little contrarian today? Seth Klarman is, and he is buying some beaten down SLM with a full third of his portfolio....
Idiocracy and Mean Reversion
With politicians getting involved, it is no wonder people are scared of hedge funds. From AllAboutAlpha:Politicians are - quite rightly - sensitive to...
Don’t Wake the Bear Up. . .
Feel like the Big Bear is hiding somewhere? If you're the Nasdaq, he is only 1% away. . .(Painting is "Doubled Back" by Bev...
I am Reading
Happy Birthday Darwin! Or, did T-Rex have a penis?----Evolutionary bio part 2. The Merry Band of Wrigglers.----This business would go under the first...
When Is The Time To Buy Gold Stocks?
Can something as simple as tracking a commodity give predictive insight into what commodity stocks are going to do? Below I outline an...
