Seeking Alpha

M F

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  • Your Irrational Brain and What Happens When You Are Loss Averse
    on Feb. 11, 2010 1 Comment
  • 5 Best Investment Reads of the Year
    on Dec. 29, 2009 9 Comments
  • Japan, The U.S., And the Lost Decades
    on Dec. 21, 2009 22 Comments
  • Have You Learned Anything from the Crisis?
    on Dec. 18, 2009 DIA, SPY, QQQ 8 Comments
  • Dividends and (Net) Payout Yield
    on Dec. 17, 2009 DIA, SPY, QQQ 7 Comments
  • Fund Manager of the Decade … Seth Klarman?
    on Dec. 3, 2009 Comment!
  • Let’s Talk About Professional Funds
    on Nov. 23, 2009 Comment!
  • Listed Alternative ETF/ETNs Update
    on Nov. 22, 2009 SPY, IWM, EFA 1 Comment
  • Tactical Asset Allocation Based on the Yield Curve
    on Nov. 16, 2009 13 Comments
  • Victor Niederhoffer’s Review of My Paper: 'A Worthless Article'
    on Nov. 5, 2009 1 Comment
  • A Quant Approach to Private Equity
    on Oct. 23, 2009 PSP 2 Comments
  • Following the Smart Money in Hedge Fund Land
    on Oct. 22, 2009 AAPL, V, MA Comment!
  • How to Avoid the Next Galleon Group (or Madoff)
    on Oct. 20, 2009 AAPL, GOOG 7 Comments
  • Hedge Fund Cloning - A Fourth Type of Replicator
    on Oct. 4, 2009 Comment!
  • Endowment Returns
    on Sep. 24, 2009 Comment!
  • Harvard and Yale 2009 Returns
    on Sep. 13, 2009 VTI, SPY, VEU 9 Comments
  • Goldman Sachs Hedge Fund Trend Monitor
    on Sep. 4, 2009 SHLD, AN, AZO 3 Comments
  • Hedge Fund Clones: Q2 2009 Rebalance Update
    on Aug. 27, 2009 GT, COH, TILE 2 Comments
  • Hedge Fund Tracking 2009 Results
    on Aug. 26, 2009 LMDIA, HPQ, PM 2 Comments
  • Sitting, Waiting
    on Aug. 22, 2009 5 Comments
  • Maverick Capital: Clone vs. Actual Fund Returns
    on Aug. 6, 2009 Comment!
  • Which Fund Holdings to Clone?
    on Jul. 30, 2009 1 Comment
  • What a Difference a Year Makes! Endowment, Buy and Hold, and Tactical Returns
    on Jul. 23, 2009 VTI, SPY, VEU 6 Comments
  • Shumway Capital: A Great Fund to Investigate for Cloning
    on Jul. 23, 2009 TEVA, WYE, MSFT Comment!
  • 2009 Investment Returns: Timing Model vs. Endowment Model
    on Jul. 21, 2009 2 Comments
  • Should We Follow the Strategies of the World's Top Investors?
    on Jul. 9, 2009 1 Comment
  • Hedge Fund Index Group Proves It's Good to Follow the Smart Money
    on Jul. 2, 2009 2 Comments
  • Rotation and Timing Models Combined
    on Jun. 29, 2009 4 Comments
  • Simple Momentum Rotation Results
    on Jun. 24, 2009 2 Comments
  • Lazy Portfolios, Or, The Revenge of 60/40
    on Jun. 18, 2009 SPY, IEF, EFA 9 Comments
  • Hedge Fund Cloning Update: Imitation Still Flatters
    on Jun. 11, 2009 Comment!
  • Stock Mutual Funds Investors' Sorry Returns
    on Jun. 10, 2009 2 Comments