From wknd notes by Eric Peters: “I need a tattoo, so I won’t forget,” said the CIO. “Because its too easy to get lost in the details, lose the big picture.” So we breezed past today’s distractions: Syria, Summers, debt ceilings. “I’m thinking gothic font, simple, black, bold,” he continued. “And god I wish my…

Cliff Asness is one of the most important thinkers and money managers in the business today – but I must admit I found myself utterly confounded by his Barron’s interview this weekend. There were enough inherent contradictions and non-sequiturs in the discussion that I put the iPad down and scratched my head more than once…