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

What I Was Doing On The Farm This Week

Where my attention has been this week. Reading Nick Maggiulli blends Malcolm Galdwell's Tipping Point into the investment landscape and asks What Is Your Financial Tipping Point? Patrick O'Shaughnessy presented his 3rd Quarter Investor Letter with a deep dive into answering the question of whether there is alpha within factor investing as it relates to stock … Continue reading What I Was Doing On The Farm This Week

What I Was Doing On The Farm This Week

My Latest Blog Posting. Where my attention has been this week. Reading NY Times article showing stock company buybacks not supporting the market this week. Ben Carlson makes The Case For Bonds. Chicago Tribune on The Eddie Lampert and Sears Saga Michael Batnick on this week's U-G-L-Y Market. Vanguard brochure on how their factor ETF … Continue reading What I Was Doing On The Farm This Week