Best Ideas 2013
I am speaking at the best ideas online conference in January (and I see my buddy Wes is too). Will post a reminder in...
Hercules! Hercules!
Excellent new white paper from Montier at GMO - The 13th Labour of Hercules: Capital Preservation in the Age of Financial Repression. I got this late...
Top 10 ETF Launches of 2012
Back in Feb I predicted that Gross's new fund would raise $5b (and it didn't so I had to buy Jake at EconomPic dinner...
Stock Market Forecast = Marine Layer
Living in Los Angeles I've often woken up in the morning to see a big grey haze out everywhere (like today) that people affectionately...
The End of a Trend?
Investment styles go through cycles of performance. I was chatting with a friend the other day about the relative underperformance of trendfollowing funds the...
Politics and Profit
This is a paper we put out back in 2010, and I think it is a really fun read. It combines the January Effect...
