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 →

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 →