What I’m Reading
I often post links to books I am currently reading, and readers have emailed me with suggestions that I review or at least comment...
Have a Great Weekend
Just a reminder, never let your money and aspirations for it control you and dominate your life. You may find your possessions strangling...
ETF Conference & Links
I am in Chicago next week speaking at the NAAIM ETF Conference. And for the third straight speaking engagement, they have spelled my...
Warren Buffett is a Colorado Rockies Fan
I am really glad to hear that Warren Buffett is cheering for the Rockies. From the article:Jordan's Furniture, the Warren Buffett-owned local chain...
Under a Blood Red Sky
The sunsets here in LA the past two nights remind me of the storyline from "The Road" by Cormac McCarthy. I read it...
The Blow (Up) Fund
Inflation? Nahhhh. Even cocaine prices are up 24% this year. (That is a pic of Raekwon from Wu-Tang, whose new album drops...
Correlation or Causation? You Decide. . .
So, countries that have high taxes also have large numbers of sexual partners. Maybe I should continue to live in the US and...
Seasonality of Smallcaps and Microcaps
Maybe we should just call this the yawn trading strategy?Pretty much all of the outperformance for small and microcaps comes in January. Here...
What I Am Reading
I am a big fan of prediction markets like Intrade, and right now, it is looking like Clinton vs. Guliani. Although, I...
Rocktoberfest
I think Goldman would call the Rockies making the World Series a 25 standard deviation event. A couple of stats from an article...