Right Brain vs. Left Brain
This is driving me crazy. I am pretty convinced this dancer only moves clockwise, but people tell me the see it counter-clockwise so...
Tiger vs. Turtle
I wonder who has spawned more hedge fund/CTA progeny, the Tiger cubs of Julian Robertson (who tend toward the equity side of the universe),...
What I am Reading
Many investors looking for a "hedge" in hedge funds may be disappointed. . .I read whatever Bridgewater puts out. Their recent commentary, "What...
ETFs I’d Like To See
About six months ago I listed a number of ETFs I'd like to see. Below is a list with many of the holes...
Do Hedge Fund Managers Misreport Returns?
"Do Hedge Fund Managers Misreport Returns? Evidence from the Pooled Distribution" - Nicolas P.B. Bollen† and Veronika K. PoolAbstractWe find a significant discontinuity in...
What I am Reading
I still can't get over this happening. AGAIN. Niederhoffer blows up his Matador fund.The Blow Up Artist - The New YorkerPer my last...
Taking it Back to the 80’s
As a follow up to my previous post, "The Next Generation of Commodity Indexes", I was able to persuade Morningstar to hand over the...
The Next Generation of Commodity Indexes
Investors seem to have a love hate relationship with commodities.Not me - long time readers know that I am a big fan of both...
What I’m Reading
For the bloggers out there, Hitail is a pretty cool app to add to your HTML. It lets you view where your visitors...
You Spin Me Round
(Quick sidenote - If you are a baseball fan that 5 hour tiebreaker winner goes to the playoffs game last night was unreal. ...
