One Gets It, One Does Not
I had forgotten about this important exchange in the Barron's Roundtable a few weeks ago:
Rogers: The stock yields 1.7%. The company cut its dividend a...
A Legend Passes
For those young folks newer to the markets you may not have heard of the professor/money manager/newsletter writer Marty Zweig. He sadly passed away...
How To Get A Hedge Fund Job
I get a lot of emails about career advice, (which of course is strange considering my winding road and biotech engineering background), so I...
Trading System Software
I haven't downloaded or played around with this, but looks promising (it's free):
TSSB Software
Black Swans
People spend a lot of time talking about black swans, which are usually things that are not black swans, just an occasion where they...
If You’re Not Top Quartile…
...then there is no point in investing in PE. And now, lots of that edge has been whittled away. That is one reason we...
The Other Tail
Fun interview with Tadas and Wes, and some Thorp and Buffett.
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I've had a great time at the always solid IndexU Inside ETFs conference...
Munger Summary
Alex Rubalcava is a LA based hedge fund manager, and he was live tweeting the Daily Journal meeting the other day. Since I am...
The Best Performing Trendfollowing Fund is…
I don't like to mix my work side of the business with the blog, which is meant to be more about strategies and ideas....
