This will be an extremely light week of posting at TRB. Thanksgiving, while sometimes active for the markets, is always a quiet time in terms of client service, meetings and scheduled calls. In the meantime, I’ve got my work cut out for me on the following projects: 1. I’m finishing up my second book right…

David Einhorn, one of my investing idols, lays out his buys and sells for us live from the Robin Hood conference in Manhattan this week… Sometimes I have to make sure I’m awake and not dreaming. This was pretty special for me, I will never forget it. Clips here.

via Eric Peters at wknd notes: “Show me something hairy, disgusting, distressed,” he said to Singapore’s top real estate deal-maker. And I laughed, having always wondered how my buddy conducted meetings. He runs one of America’s greatest family offices. And we travelled across Asia for 2wks, searching for investment themes, cheap assets, insights, talent. “Nothing’s…

I try not to make market or economic predictions because they will mostly be wrong. Everyone else is mostly wrong too but most won’t admit it. I will, whatever. While I admit to have no ability to forecast markets, I am a pretty good predictor of what people will do with their investments –  I’ve…

Here were the most read posts on TRB this week, in case you missed them: Buy Wood. The Inevitable Year-End Melt-Up Feel better, everybody gets killed sometimes. BAML: Here comes the big bank breakout Jim Chanos on Taking Risks Early    

Cartoon

  hat tip Joe Taxpayer

Hugh Hendry is one of the brightest, most entertaining of the long-standing bears and this week he’s grudgingly flipped bullish.  “I can no longer say I am bearish. When markets become parabolic, the people who exist within them are trend followers, because the guys who are qualitative have got taken out,” “I have been prepared…

Inforgraphic

John Authers at the Financial Times writes about a survey carried out Harvard, Columbia and NYU academics looking at the investment behavior of the ultra wealthy retail investor. They look at the period from 2000-2009, monitoring the buys, sells and holds of 115 wealthy investors with an average net worth of $90 million. Of all…