AlphaLetters Weekly Paper Review #4 & #5

1
Quant working paper reviews from the guys at AlphaLetters (readers of the blog should recognize the first one!):Article 3.Category: Strategy, payout yieldTitle: On the...

Canadian Salmon Cannot Lose at Checkers

1
Chinook! From the NYTimes:Checkers has been solved.A computer program named Chinook vanquished its human competitors at tournaments more than a decade ago. But...

Trade Like Lee Ainslie – Maverick

0
One of the unique features of the Virginia undergrad program in Engineering is the requirement that every student must write a thesis to graduate....

Man vs. Wild

4
Is a great show. And I like Bear. But why the 7% pop yesterday for DISCA on no news and heavy volume? ...

Factor Based Models

2
I like to use Portfolio123 for my quant based stock models. It is cheap compared to the likes of Factset, and easy to...

AlphaLetters Weekly Paper Review #2 & #3

0
Below are two reviews from the guys at AlphaLetters:Article 1.Category: Mutual fund managers and corporate board member, education connectionTitle: The Small World of Investing:...

New Moon Today

4
O Mister MoonO Mister Moon, moon, bright and shiny moon,Won't you please shine down on me?O Mister Moon, moon, bright and shiny moon,Won't you...

The Sushi Economy

1
On the plane back from Central America the other day I read a good article in Vanity Fair called "If You Knew Sushi". ...

Want to Invest in the Weather?

4
Alternative asset classes fascinate me. James Altucher does a good job covering the space, and even has a book on the subject (but...

Renaissance to Launch New $25B Managed Futures Fund

6
When the best hedge fund on the planet decides to launch a new fund, it bears watching. Even more interesting is the area...