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...
AlphaJuice Monthly
Question for my readers, would you be interested in a monthly e-book/magazine that had about 10-20 of the best articles from the web on...
Airplane Reads
Science and Art of Manager Selection (Barclays)
A Primer on the Euro Breakup (Variant)
Below is a chart of the top 5 public managed futures by...
Put Write ETF Coming to Market
I wondered a few months ago why there wasn't a put-write ETF on the market, and I'm a little slow to this but apparently...
Talk in Newport
After heading to Bermuda this weekend for the hedge fund conference (for the first time - open to suggestions) I'll be back in SoCal...
Adding a Few New Sites to the Blogroll
Including Trading Economics, Jason Hsu's blog, and the Institute for International Economics.
Is It Time To Invest In Housing?
Back in September 2007 and October 2008 we talked a bit about applying a simple timing rule to the housing markets. We found that...
Talking Currencies (Crickets)
The topic that gets the least amount of responses on the blog is FX (for a lot of reasons). But a quick question for...
Best Trade Idea Contest
I forgot to post this last week, but Charles Skorina, who is the resource for all things endowment and CIO related, is co-sponsoring a contest...
Dividends and Buybacks
Jeremy Schwartz, the director or research over at WisdomTree, is one of my favorite writers to follow (you can find his archived commentary under...
