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

What I Was Doing On The Farm This Week

Reading Famed investor Joel Greenblatt shared a market overview and discussed where he thinks his firm's strategy stands given today's market environment. There were a lot of Seinfeld references on FinTwit this week.  Cliff Asness asks whether, given his firm's relative underperformance, they should adopt a George Costanza (ie. do opposite) portfolio? Josh Brown writes … Continue reading What I Was Doing On The Farm This Week