Really with Seth and Amy Part II
Wow. How can you possibly say this with a straight face? AND get promoted to CFO at Goldman Sachs?"We are seeing things...
Round 2 Ends in a No Decision
Now that the 13Fs have been filed with the SEC, it is time to update the Hedge Consensus and Hedge Fund Best Ideas Portfolios....
Quant Train Wreck
Is Barclay's (BCS) a good short? Jeff Mathews seems to think there is more to come. An update for their 32 Capital...
Market Neutral Funds Need a Humor Coach
After recent market action, I feel like quoting Borat from humor school. "Market neutral funds are market neutral . . .NOT!"[youtube https://www.youtube.com/watch?v=vIWIze4vFf8&w=425&h=350]A table...
Dividends and Payout Yield
“When the facts change, I change my mind – what do you do, sir?" - J.M. KeynesI relish the freedom in being able to...
$50M for a domain?
Red Herring reports that the owner of pharmacy.com is looking to fetch $50M for his domain. Wow. Then again, business.com went for...
Investing 101 – A Reading List
Here is a great PDF from James Montier (Global Equity Strategy at Dresdner) describing his favorite investment books. I picked up a couple...
Endowment Investing – So Easy a Caveman Can Do It
A recent article in the WSJ, "Why Harvard is Smarting", takes a look at a hedge fund investment gone bad. I have blogged...
BuyWrite and PutWrite
Let's exclude all the historical data that would impact our strategy the most negatively, that way we can peddle the system on an unsuspecting...
Tracking the Hedges and Activists
A recent article in BusinessWeek highlights a topic readers of World Beta have been privy to for some time - that following the top...
