Hedge Fund Letters
I started the website Hedge Fund Letters awhile back because I wanted to archive and read a bunch of manager letters...There is no central...
Ray Dalio Rally?
Einhorn's interview with the Financial Crisis Inquiry Commission (Santangels)
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I would think they could come up with a better name than Harvard Cubs but the...
Factors in Tactical Asset Allocation
I spend a lot of time thinking about tactical asset allocation. One of the biggest difficulties I have is how to compare asset classes...
Returns You Can Eat
All that matters to an investor are returns after all fees, inflation, and taxes (or what I like to call "returns you can eat")....
Conquering the Divides
Well this is certainly an interesting perspective (NYT):
Madoff paused as he related this. His voice settled. He said to me, “I am a good...
San Francisco & Bookshelf
I'll be in SF through tomorrow morning if anyone is around for a quick meetup.
Books on the way and pre-ordered from Mauldin, Greenblatt, and...
Travel: San Francisco & Tahoe
I forgot to mention in the last post that I will be in San Francisco next week. Drop me a line if you want...
Travel: Silicon Valley
Since I am still finishing up the design of the CQR newsletter (this weekend I hope!) I thought I would update my travel here...
Augmented Dividends & Stock Market Float
I've long written on the blog that dividends no longer give an investor the total picture regarding how companies return cash to shareholders. ...
