Biggest Mistakes for Investors
I probably find most of my links from Abnormal Returns, but CXO isn't far behind. Found this paper and CXO summary here:
Investing for the...
Curating the Institutions
One of the difficulties I have is that a great deal of my information comes from various sources (blogs, newsletters, academic papers, website, etc)....
Klarman Interview
I post (and retweet) a lot of good reads on Twitter that never make it onto the blog (usually I forget to repost). Feel...
Happy Thanksgiving and Turkey Reading
I'm headed to Colorado for Thanksgiving (and again likely at Christmas), and while I assume most will be busy with the holidays if you...
Re-Thinking Risk (or, Why Isn’t There a Put Write ETF?)
Really interesting new paper from GMO. We did a lot of the same tests in-house on these option strategies. I was always curious why...
Sorting Countries by Dividend Yield
I'm excited about the addition of a new analyst to the team, Prabhat Dalmia. Prabhat is a recent MBA graduate from UCLA Anderson and...
Trendfollowers Listening to a Familiar Tune
October was a particularly difficult month for CTA trendfollwers. Below is a table from the Automated Trading System blog, followed by some great bluegrass...
National Geographic Picture Contest
Some great pics from the NatGeo photo contest (via Kottke)...my favorites (click to enlarge):
Risk Parity ETF to Launch
Interesting news that Global X is launching a risk parity fund. (Filing here via Index Universe.) Risk parity is certainly one of the big...
