Fees & Tax Harvesting
How did I miss this book? Endowment Asset Management: Investment Strategies in Oxford and Cambridgeby Dimson (Triumph of the Optimists author). Maybe...
That Agedashi Is About to Get More Expensive
Soybeans through the roof. (Chart from futuresource.com)--OK, I am a bio-nerd/engineer, so I think these pickup lines are really funny. My favorites:4. If...
Quiz: What is the Best Performing Index the Past 12 Months?
Volatility (VIX) - up around 140%. (Link from IndexUniverse.)Tip of the hat to Marc Faber for nailing this call at the beginning of...
Storm Clouds on the Horizon?
A pretty cool shot from my sabbatical in Mexcio right before a big storm. . .Might as well rename Elon Musk "Midas". Do...
Up 50% Through July
...and no down quarters since 1999. I never get tired of reading about Jim Simons.Simons at Renaissance Cracks Code, Doubling AssetsThanks to reader...
When Is the Time To Buy Homebuilders?
2009 is looking great.With the Dow Jones Homebuilders Index down roughly 75% from the peak, it is tempting to do some bottom fishing and...
A Short Sabbatical
I spent Thanksgiving in the Mexican state of Sinaloa. Watched the Mazatlan Venados lose to the Mexicali Aguilas, did some surfing, and caught...
Hedge Fund Masters
Will looking under the hedge fund hood reveal investment gems - or are you driving by looking in the rear view mirror?The 13Fs are...
A Wolf in Sheep’s Clothing?
The 13Fs are trickling in, and I will be updating the portfolios shortly. A manager I was interested in checking out is MLF...
