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What Investment Themes Are You Focusing On?

My plan is to focus my contributions on Seeking Alpha on two upcoming articles that may be of some interest. Meanwhile, what are you focusing on in terms of investment themes? I have organized my investment themes here. You can use these to follow the themes or to invest in them directly. You can scroll across each of the blocks on the left and click on whatever interests you - from Tax Inversion Beneficiaries and Candidates, to Mean Reversion, or articles specifically built around my articles on Seeking Alpha. One idea that I am particularly interested in exploiting is Embargo Arbitrage in which I set up the portfolio around ideas receiving attention on Seeking Alpha and similar sites. Meanwhile, I am going to move my professional efforts here. I want to make an effort towards less quantity but greater quality in these new venues. Additionally, the tone can be more substantive and idea-driven.