What I Was Doing On The Farm This Week

Reading If you're offended or angered by this article from financial blogger OG Josh Brown then now you know it what it feels like to get the stiff arm.  Josh asks the financial advisory community whether you're built for YAC (Yards After Contact) or just another rising tide lifts all boats. Nick Maggiulli gives us … Continue reading What I Was Doing On The Farm This Week

What I Was Doing On The Farm This Week

Reading Josh Brown posted Playing With Fire about a book that weaves together the history of American exceptionalism and how our unique values coupled with today's media and social media have forged a society that is highly oppositional, irrational, and just hard to govern. Corey Hoffstein authored The Yield Is Gravity and for anyone that enjoyed … Continue reading What I Was Doing On The Farm This Week

What I Was Doing On The Farm This Week

Reading Barry Ritholtz discusses what he's learned about America recently in Trump The Revealer.  An excellent; yet disturbing blend of politics and finance that Barry does so well. Jesse Livermore & the OSAM crew give us Alpha Within Factors.  When a trade gets crowded the strategy's alpha declines.  They're now looking at the new frontier for tomorrow's … Continue reading What I Was Doing On The Farm This Week

What I Was Doing On The Farm This Week

Reading Morgan Housel discusses reactions and rationale to the recent lottery hype and concludes No One Is Crazy, but all of don't always make good decisions. Barry Ritholtz discusses how President Trump Dominates The New Cycle and what that means for his opponents. The JP Morgan Long Term Capital Assumptions White Paper. Meb Faber Tweet … Continue reading What I Was Doing On The Farm This Week