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...
Assets and Defending Them
Think that big acquisition and borrowing a bunch of dough was a good idea? Sometimes your good intentions can work against you. ....
Down 40% in 2007? You’re Promoted!
Travel abroad between 1996 and 2006? If you used a credit card, you are due at least a $25 refund according to a...
Always a Bull Market Somewhere
Wheat to the moon. The Agriculture ETF (DBA) not doing so shabby either. (Charts from futuresource and BigCharts, respectively.)
