tmac23

Another Dr. Doom: Peter Schiff

Peter may have been right from a macro perspective, but from the standpoint of execution his portfolio lost more than both the S&P and the MSCI EAFE in 2008!

Eight Notes on Insurance, Economics, and Value Investing

David:

Great point about shorting and the limitation of these various strategies. Also, to extend you point on Balanced Fund just take a look at how well these have done over a full market cycle (2000-2006). A few names: OAKBX, DODBX (closed), WASAX & MDLOX. They provide better transparency, have daily liquidity, lower volatility and similar returns to Hedge Fund of Funds - oh and at much cheaper levels!

Does NutriSystem Game the Market?

Herb:

Do you think they wanted to price stock options and talked down the stock in order to get favorable grant prices?

TJM