Time to Hedge Your House?
Brad Zigler has a great article over on SeekingAlpha on the S&P Case/Shiller housing futures - "Does Hedging Make You A Chicken?". (For...
Tony Crabel And The Secret ORB
Sounds like a Harry Potter title doesn't it? ORB actually stands for "Opening Range Breakout", and is part of the title for an...
When Will We See A Bottom In Homebuilders?
Homebuilders are down almost 70% from their highs. Time to buy, or would you be simply catching a falling knife?Below is a chart...
Managed Futures – Wide Disparity in Performance
Is it time for the Old Guard to disappear into the sunset?I blogged in July about the news Rentech was planning on moving into...
Investing in Talents: Manager Characteristics and Hedge Fund Performances
If this new academic paper is true, I should be managing billions and shooting the lights out! (Although if wheat continues its trajectory...
I’m Going Back to Cali. . .
Besides having one of the best moustaches around, Mohamed El-Erian is one of the elite investment managers in American today. (I tried a...
Fun with SSRN
It never occurred to me to publish any of my research (or write a blog). My paper that I published earlier this year,...
Will Dividends Go The Way Of The Dinosaur?
An article in the recent Barron's - "Buyback vs. Payout" - takes on the topic by highlighting a new study by Douglas Skinner. ...
AlphaLetters Selected Journal Paper Reviews
Nothing to do this weekend? (I'm grasping the last days of Summer BBQ'ing all weekend.) Here is a boatload of academic papers to...
