We’re Just Wild about Barry

The end of the calendar year provides a time for reflection, assessment, and a look ahead.  As I sort through my notes and ideas, I am acting early on the resolution to post more of them in (semi-) real time for our group.  We will still collect the various threads and provide more comprehensive analyses […]

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Sneaky Street Conspiracy?

Tucked inside this recent post joining the debate on who is the bigger contrarian, is an assertion that Wall Street is tricking us into thinking the market is attractive when it is really almost 30% overvalued.  Barry Ritholtz invokes a big name, Cliff Asness,  and states that he has researched the forward earnings comparison.  This […]

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What are the odds of 2006 being a positive year?

Here’s an interesting topic from Barry Ritholtz’s site, The Big Picture. Link: What are the odds of 2006 being a positive year?. I just had an interesting conversation with Mike Panzner, Director of Institutional Sales Trading at Rabo Securities. Mike is a quant who has an interesting take on the markets. Assuming the SP 500 […]

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Hedge Fund Managers and Data

In market-based activities, the errors of others present opportunities.  It is profitable to look for any aspect of analysis where many are getting it wrong.  Since hedge funds are such an important part of the current market, understanding their managers is also essential. Understanding and interpreting government data is fertile ground.  It is especially good […]

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