Investor behavior is one of the things I’m fascinated by. We go to great lengths on the site to point out the myriad (endless?) examples of how, en masse, the herd runs itself off whatever cliff happens to be nearby on a regular basis. But every once in awhile, you can find an example of large…
Clips from Today’s Halftime Report
In which your boy gets the Tren Griffin treatment
If you’ve been clicking on my morning links posts over the last year, you’ve certainly been sent over to 25iq more than a few times. Blogger Tren Griffin has been doing a knockout series of posts in which he distills the wisdom of some of history’s greatest investors and executives into pithy lessons that are…
Who are the best hedge fund stock pickers in the world?
The team at Alpha Attribution has done a massive study in which it looked at the stock selection prowess of the entire hedge fund universe to determine who’s really earning that 2-and-20, independent of the broader indices. It’s a really interest idea: Stock picking starts with honesty. Let’s say you are a hedge fund manager…
Hot Links: You Missed a Trillion
Your morning financial links, expertly curated.
“Here are my best trades”
via Eric Peters at Peters Capital Group: “Here are my best trades, ordered from easiest to hardest,” said one of the top ranked macro CIOs, exchanging ideas. Draghi’s fairy dust had finally settled; he’d been pleasantly surprised, and killed it. “Buy European curve steepeners now, buy European risk assets, buy 5yr/5yr Spain versus short 20yr…
This Week on TRB
These were the most read posts on the site this week, in case you missed them: How Corporate Share Buybacks are Destroying America Safety Dance 2015 Will Be the Year of the Stockpicker! Yo Cartoon by Bruce Plante, Tulsa World
Meet Jack Ma
If all goes according to plan, Alibaba’s founder, CEO and de facto emperor Jack Ma will shortly become the most powerful man in eCommerce on earth. His net worth will balloon to somewhere around $15 billion and he’ll become bigger than Amazon’s Jeff Bezos. You may want to read his story, it’s an informative one……
Crowdsourced Terror, Hyper-Competition and the Acceleration of Acceleration
I’m not quite yet in my old-man-phase, where I’ll point at every fresh societal development as evidence of a world gone crazy. I figure I’ve got at least two more decades before I get there. That being said, I can’t help but point out the fact that everything seems to be moving much faster now, that…
Clips from the Halftime Report
