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January 2011

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21

Evil Bernanke printing $$$ is causing inflation, evil man!!!...... or ... not?

January 27, 2011 – Comments (18)

I would like to offer up a thought and maybe spark some discussion.    [more]

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43

Is college a good investment? 3 alternate-path success stories

January 18, 2011 – Comments (57)

For this post I want to ask openly if college is still a good investment?  To prime the pump for this discussion, I would like to tell the stories of a few of my friends who have done well for themselves without going to college, or at least not working in their degree, and later I will try to think up stories of friends of mine who are working in their degrees.  I live in a normal part of the midwest and have, I think, a normal array of friends.  I'm not even going to talk about entrepreneurs like myself, because that is an entirely different thing, an entirely different animal, its own ball of pain, sacrifice, and opportunity.     [more]

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26

How the market is priced pt 2 - the law of momentum in the human mind and the possibility of a "supreme valuation"

January 11, 2011 – Comments (22)

Years ago when my biz partner andI were saving up cash to start a biz waiting tables we had such jobs at many different restaurants and bars (as we basically always had 2 jobs, we kept looking for the best 2nd job and bouncing around a fair bit as a result).  In joining many service staffs, we noticed a certain pattern that repeated itself fairly consistently.  It was this:  [more]

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23

Part 1: Fundamentals, value, momo, and how markets are priced

January 10, 2011 – Comments (15)

In the last week or so I have had an interesting insight into how other people view the market and the securities tha compose it, how I do, and got a comment from my former biz partner that shed alot of light onto all of this.    [more]

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29

Short selling - risky and difficult, controversial, but probably a key part of long term alpha

January 09, 2011 – Comments (26)

Short selling is certainly a difficult business, it is certainly controversial, and it is something that to date I have never done**...  But I also think that it is a key part of long term alpha.  I think that a significant chunk of outperformance by long-term successful hedgies is probably the result of generally successful short selling as part of a strategy.  This does two things, first it helps cushion the blow of a substantial market drop, resulting in lower draw-downs.  And second, it can put into your hands a big pile of cash at exactly the best possible time to have a pile of cash:  right after a market drop.    [more]

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33

A new years prayer, and 2010 in review

January 03, 2011 – Comments (17)

First and foremost, Id like to wish everybody a happy new year, but better than just wishing it, I would like to extend to all my greatest wishes for myself in 2011 to everybody.  Here they are  [more]

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