Digging for Gold in the Stock Market
Our family used to vacation at a beach house on Topsail Island N.C. Edward Teach, aka Edward Drummond, aka Blackbeard, was rumored to frequent...
Round One Goes to the Hedgies
Now that the 13Fs have been filed with the SEC, it is time to update the Hedge Consensus, Activist Consensus, and Hedge Fund Best...
Presidential Cycle
Interesting article in the FT today regarding the 4 year presidential cycle. "The third years of US presidential terms have been great for...
On the Way From Amazon
"Capital Ideas Evolving" by Peter Bernstein"The Handbook of Portfolio Mathematics" by Ralph Vinceand this for a (late) Mother's Day present so Mom can have...
Hulbert Trendfollowing Article
In his recent column, "Reports of it's Demise Were Premature", Mark Hulbert examines the historical track record of the 39-week moving average:The study was...
Let Seth Klarman Manage Your Portfolio
Seth Klarman is profiled in this recent article from the NYTimes titled, "Manager Frets Over the Market, but Still Outdoes It". Klarman returned 22%...
The Apprentice – Omaha
If you haven't heard, Warren Buffett (76) is beginning the process of finding and grooming his replacement. In the Berkshire Hathaway annual letter...
The Little Stock that Beats the Market
Back in early February I penned a post focusing on the methodology of Joel Greenblatt, author of "The Little Book That Beats the Market"...
The Singularity is Near! ! !
But, in the meantime, he's busy running a quant hedge fund.FatKat - Financial Accerlerating Transactions from Kurzweil Adaptive TechnologiesFortune article here.
Creative Capitalism
I just finished reading "Founders at Work", a highly recommended book comprised of interviews with many successful entrepreneurs who founded companies such as Paypal,...
