We Live in a Real World
Below are two charts that I find highly useful. The first looks at yields on various indexes (the red dot is where we are...
Total Returns for ETFs
I know this is very basic but I have had a shocking amount of conversations lately with people (retail and pro) that seem to...
What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%. What are the current drivers of...
Five Million Dollar Investing Ideas (Part 4/5), Private Crowdfunded Research Boutique
Below is Part 4 in my series of ideas in the world of fintech.
Part 1 – Public Alts newsletter
Part 2 – Quant Backtester
Part...
Five Million Dollar Investing Ideas (Part 3/5), Tax Harvesting
Below is Part 3 in my series of ideas in the world of fintech.
Part 1 - Public Alts newsletter
Part 2 - Quant Backtester
3....
Five Million Dollar Investing Ideas (Part 2/5), Quant Backtester
This post is 2/5 on ideas in fintech. We have had to build everything custom in house as most online/public software is too limited...
2....
Five Million Dollar Investing Ideas (Part 1/5), Public Alts
James did a fun post on new startup ideas (though I wish he would have just followed up on JungleSmash). A couple buddies of...
A Few Hedge Fund Interview Stories (Including Meth and Stock Fraud)
I was joking with a friend the other day about some of our funnier interview stories (I'm not going to even get into work...
Buy High, Sell Higher?
A classic example from my buddy Steve Sjuggerud on a Wall St "truth", ie you have to buy low sell high...(reminds me of an...
1% Yield on the 10-Year (in a year)
Shilling interview with Forbes
Forbes: Let’s hit first long treasuries. The yield now on the 30-year bond is 3%?
Shilling: 3%.
Forbes: The ten-year, 1.6%, 1.8%? Pick...
