Lance on Oct 12 2008 | Filed under: Around the Web
Despite recent struggles, hedge funds have done relatively well. Why? One recent study shows they can (despite academic claims that you can’t) reduce their exposure to market risk, and increase it, in ways that adds to return. Who wudda thunk it?
Lance on Oct 12 2008 | Filed under: Around the Web
We have a particular fondness for Jullian Robertson’s offspring, the Tiger Cubs, when it comes to hedge funds. Sadly, they have struggled along with everyone else, though not as much in general. The NY Post reports on some of those hit hardest.
Lance on Jul 07 2008 | Filed under: Around the Web
One of the few disappointing aspects to our year, which has been pretty spectacular if you ask me, has been the relatively strong performance of REIT’s. That seems to have started to reverse, and I expect that will continue. Goldman Sach’s seems to agree with me on that.
Lance on Apr 30 2008 | Filed under: Around the Web
The Oracle of Omaha is human, we can all take some comfort in that. More here and here.
Lance on Mar 02 2008 | Filed under: Around the Web
“As a group, lemmings have a rotten image, but no individual lemming has ever received bad press.” -Warren E. BuffettPara obter Seu 100 & Free marcador: toques reais.Variationen von online poker.
Lance on Feb 18 2008 | Filed under: Around the Web
Daniel Gross sees problems down the road for investments in real estate serving retail merchants. The big threat, online sales growing at 20% annually.
Lance on Feb 13 2008 | Filed under: Around the Web
Fallacies do not cease to be fallacies because they become fashions.
- GK Chesterton
Lance on Feb 11 2008 | Filed under: Around the Web
One of my favorite finance bloggers, David Merkel has a new job. I hope it doesn’t slow down his blogging, though he says his new employer feels it is an asset. Very forward thinking of them.
David will be the Chief Economist and Director of Research for Finacorp Securities. Here is the press release and his [...]
Lance on Feb 10 2008 | Filed under: Around the Web
Maybe not so much:
U.S. payrolls: Negative 17,000 + Huge Downward Revisions for 2007
Overstated Job Creation by 14.38% in 2007
Lance on Feb 10 2008 | Filed under: Around the Web
Julian Robertson has sired a slew of top managers, of whom we are very fond, and they are in hedge fund heaven right now as dispersion in returns is giving them ample opportunity to make some hay. Fortune has an article which helps those who have fallen behind catch up on what Julian and his [...]
Lance on Feb 10 2008 | Filed under: Around the Web
AllAboutAlpha asks if the wisdom of crowds produces an alpha? Too soon to tell, though his thoughts on why it isn’t really a wisdom of crowds approach seem dead on to me.
Actually, what it really made me think is, wouldn’t it be cool to be up there on that panel? Alas, I suspect my little [...]
Lance on Feb 06 2008 | Filed under: Around the Web
Carl Icahn is becoming a blogger.
Lance on Feb 04 2008 | Filed under: Around the Web
Speculator buys commercial property, in a deal that only works if property values go up and financing stays easy. Boom! Billions lost.
Lance on Feb 02 2008 | Filed under: Around the Web
Daniel Gross examines the economic underpinnings behind consolidation of web powers.
Lance on Jan 25 2008 | Filed under: Around the Web
All About Alpha looks askance at misleading headlines.
Lance on Jan 23 2008 | Filed under: Around the Web
Zero Beta’s opinion on what is the most overvalued asset.
Lance on Jan 20 2008 | Filed under: Around the Web
I have my doubts, as I express here and here, as well as less directly in other places. Jon Henke takes a look at what Paul Krugman has had to say in the past.
Lance on Jan 15 2008 | Filed under: Around the Web
A survey of All About Alpha’s top posts of 2007. Recommended reading by me as well.
Lance on Jan 15 2008 | Filed under: Around the Web
An academic attempt to passively replicate hedge fund returns was a good news/bad news story. They did beat the indexes, they didn’t beat actual hedge funds. (H/T: Abnormal Returns)
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