Can you tell me what I've missed? One thing is, though, I don't like looking at TA blogs. Most of the blogs on that list are stocks/fundamentals...
I keep track of about 400 blogs overall but here are my top 100: http://stockpickr.com/problog/ Please let me know if I'm missing anything...
AAA, thanks for the post. Its a difficult strategy to test since sometimes someone is active in a 13D filing, sometimes a DFAN14A and sometimes...
What activists did you study? RIght now I tend to look at Steel, VA Partners, SAC, Icahn, and a few others.
Well, fortunately you can do that (without telepathy) by reviewing not only the 13D filings but the 13F-HR filings at sec.gov. For instance,...
I've been writing/investing around the idea of shadowing activist hedge funds and their 13D filings (filings when they accumulate more than 5% of...
They will certainly be getting redemptions that will cause them to see off otherwise good stocks irrationally.
Amaranth, the hedge fund that is blowing up, is probably going to be forced to liquidate several billion dollars worth of stocks. I'm noticing...
Lets face reality: John Henry has balls of steel. The guy was negative in his first two whole years of business and he still went on to build a...
There's a great saying. Putting on a hedge equals: "Twice the risk for half the return".
if you want a book on systems and system design, Trade Like a Hedge Fund, by me, is pretty good and I think is still very applicable.
Warren Buffett is easy to study but I think the best course is "Trade Like Warren Buffett" (shameless self-promotion) which demonstrates that he...
#1. Warren Buffett - when he was making his biggest leap in net worth (from 1956 to 1970) he was an extremely active trader/abitrageur. Nobody has...
Thanks!
Thank you for quoting my book. Fortunately, the system you refer to is one I developed for equities and not one that is used by any of the trend...
Check out iasg.com. They list all the CTAs, many of whom are systematic or "quant" traders.
Maybe I should pose my argument a different way: Would I allocate money to trend following funds right now? Absolutely not. I've been saying...
Yes I have made a dime. Even more than that - I've made enough for an entire cup of coffee. And absolutely not. I would never think of...
This whole thread is getting boring. Yeah, he's a billionaire. He had a great run for many years, built up his assets to the point where he makes...
Yeah, your charts prove it. A. the drawdowns are immense and look to me like investors in some of those funds just saw several years of...
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