Baffin Island Journey
[vimeo 33516816 w=400 h=225]Baffin Island: A Skier's Journey EP2 from Jordan Manley Photography on Vimeo.
The Stock Idea Farm
If my friend Wes keeps it up he will soon be publishing more than Harry Kat (whose titles, including some Spice Girls themed, are...
FX and Value Strategies
We're finishing up a fun little paper internally on currencies and just saw this paper from the folks at BIS this weekend (via Alea):...
A Few Site Updates
1. Since I assume most of you are not on Twitter, I've added a Twitter box on the right side of the page that...
Who Isn’t Getting Coal in Their Stockings?
QVT Financial, Carl Icahn, Rentech, Scout, and Ruane, Cunniff, and Goldfarb are all up over 15% YTD (top 10 holdings, long only via AlphaClone).
Active Management
I think this is a really big deal. The average active mutual fund has a 0.3% to 2.0% per year tax disadvantage to an...
Gotta Hand it to Them
Morningstar does produce some beautiful publications:
Deja Vu All Over Again
The Real World is Not Normal
You Are Not Anonymous
My blog is too boring/academic to get many hecklers (though I still get a few). And almost always, the hecklers are anonymous (or at...
