I want proof, not leads

I’m contacted by new bloggers a fair amount, and I honestly at least check out the sites I’m sent. Unfortunately, I don’t have as much time for reading as I’d like, so the list of blogs I read regularly is quite small. But still, I appreciate the e-mails from fellow bloggers. Keep ‘em coming.There is a piece on this new blog (which is trying to create a sort of independent stock research center where the reports are written by users) about i…
Original Source

  21 December, 2007| Economy | Comments (0) @ 21:55

Clumsy and Random Thoughts

I was out of the office yesterday, finishing up some Christmas shopping. Here are a few quick thoughts.MBIA’s disclosure surprises me. Not what they’ve disclosed, but how it happened. First of all, why not reveal all this stuff when you made the p…
Original Source

  21 December, 2007| Economy | Comments (0) @ 13:50

Crowded hedge fund trades: Why the rules changed in ‘07

There has been a lot of talk about “crowded” hedge fund trades. But how do you measure this crowding and does it pay to join in the crowd?…
Original Source: allaboutalpha.com

  21 December, 2007| Economy | Comments (0) @ 1:00

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