TMFJake (59.48)

Goldman Sachs: What Are You Stupid?

August 31, 2009 – Comments (0)

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Improving CAPS

August 28, 2009 – Comments (24)

I'm writing this blog in response to fransgeraedts'  blog posts about improving CAPS.  Recent posts from the CAPS community generally have identified some compelling ways (some old, some new) to make CAPS a more valuable service for all of us.  I want to touch on what I think are some of the more compelling ideas in this blog, with the hopes of getting some community feedback so that we can prioritize which enhancments to focus on first.  [more]

What if this is as good as it gets?

August 26, 2009 – Comments (1)

A few weeks ago, I blogged about the stimulus program, and it's present and future impact on the economy. Today, I was reading Sprott Asset Management's August Letter (thank your Abitare for putting this in your blog), and Sprott includes an interesting chart from Moody's on the impact of the stimulus program and GDP growth:   [more]

A Can't Miss Quantitative Strategy

August 20, 2009 – Comments (2)

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CAPS ETF Directory

August 12, 2009 – Comments (6)

A great feature of CAPS, is our Tags system.  Every stock is tagged by its industry and sector, as well as other related tags created by our community (e.g. Coal Bed Methane).  We calculate a 1-5 star rating for each tag (averaging the ratings of all stocks in the tag) and calcuate the 1-day, 30-day, and 1-year performance for that group of stocks.  Our Tags Page provides a great way to search for companies based on a particular theme, industry or sector.  On a ticker page, you can view the tags associated with each stock.  [more]

We'll be taking CAPS offline at 1:00 a.m. tonight

August 11, 2009 – Comments (2)

In case you didn't see the following CAPS Alert:

CAPS will be unavailable starting at 1:00 a.m. EDT on Wednesday 8/12 as we upgrade the CAPS database. We hope to be back online within 1-2 hours.

If you’re up we’ll be down, but CAPS will be back soon and better than before.

New Wall Street Trades

August 04, 2009 – Comments (0)

As many of you know we track a variety of Wall Street Fund managers and Brokerage Firms.  For fund managers, we track their positions via their regular 13F filings. I am starting to publish 13-F updates as the come into CAPS.    [more]

Why You Are Wrong

August 03, 2009 – Comments (7)

From James Montier and Albert Edwards in a letter to the FT refuting Andrew Lo's argument on so-called "Adaptive Market Hypthesis" (the idea that markets are mostly rational except for brief periods of disequilibrium, which then results in market adaptation to return to rational balance):  [more]