Hedge Fund Interviews
Some fun interviews in here including Dalio, O'Shea, Woodriff, and Thorp. For instance I had no idea Thorp ran a trendfollowing fund from 2007-2010...or...
Top 10 Financial Research Papers of the Year
Whitebox folks awarding $25k to the top paper (HT: Tradestream). Papers below:
“Information Leakage Prior to Company Issued Guidance” – Financial Management; Anna Agapova and Jeff...
Self Publishing & Airplane Reading
I'm on the plane to NYC (and reminding myself how much better Virgin is vs. any other airline) and reading a few new research...
“Every human being on the planet should short Treasuries”
That was a quote from a famous market pundit in Feb 2010, who also described the trade as a "no-brainer". Had you followed this...
Berkshire Summary
I often post links to Twitter that never make it to the blog, so I will repost this link as it is a great...
Travel: NYC Trip
I'm headed to NYC this weekend through next Thursday. If anyone has a suggestion for a good happy hour spot on Monday and Tuesday...
Nail in the Mutual Fund Coffin (NAV Based ETF Trading)
I don't see the reason so many people are clamoring to make ETFs less transparent (usually 99% of the people don't need to mask...
Million Dollar Idea (Tax Harvesting)
We post a lot of ideas that I think could very easily be multi-million dollar ideas for entrepreneurs with the right drive to execute...
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...
