Another $10,000 Winner
Great to see another blog reader won the $10k research prize for the NAAIM Wagner Award for best white paper.
Risk Premia Harvesting Through Momentum...
The Idea Farm
I got to stop in Omaha for my first Berkshire meeting this weekend. Charlie Munger had a great quote about how following other successful...
Travel: Omaha
I'll be at the Berkshire meeting this weekend as well as the Value Investing Congress. Drop me a line if you are around to...
Disrupting the Old $ Guard
Nice post by Scott Bell on the challenges many in the tech/VC world face when trying to disrupt the investing landscape.
Click to enlarge:
US 10 Year Bond Yielding 0.5%
I spend a lot of time chatting with institutions, and universally everyone hates bonds. HATES them. Everyone KNOWS bonds are in a bubble. You...
Combining the Last Two Posts
Cramer used to talk about showing up to hedge fund interviews with a box of Krispy Kreme doughnuts.
Looking back on the last few posts,...
Claim Your Cash
Since it is tax time make sure to make your way over to the NAUPA site here and start your search for any unclaimed property. As...
Getting a Hedge Fund Job
If you are looking for a job at a hedge fund and you are not applying to the Ira Sohn contest then you really...
Berkshire Meeting
Would like to hear from readers if you think the Berkshire meeting in a few weeks is worth attending. I'll be flying back from...
Template For Understanding What Is Going On
Updated with the last two reads, which are good.
I had not seen that Bridgewater updated all of their research pieces, well worth a read:
A...
