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i cant stand all this anti-analyst hype. Its like a bubble of hatred for analysts. Lets fade that bubble once and for all. Lets look at some good things that analysts do: a. they get 10s of thousands of people or more enthusiastic about the stocks they are pumping. Can we, as traders, really...

Recently Cramer and I clashed on the site when I directly criticized the quality of Morgan Stanley's research. MS upgraded CSX (John Snow's company) without mentioning they owned 7M shares and that they were the lead banker on CSX's miserable $13B (thats BILLION) acquisition of Conrail. As you...

Herb writes for it. (I write for it also but in deference to Herb I put parentheses around this sentence). It costs $30K / year. I think the only subcribers are super-big hedge funds who are able to make back the subscription price in one tiny trade.

This is a great list but I think there is some survivorship bias here. a. are you including companies that were first delisted before they filed for bankruptcy? b. are you including companies that have gone from Chapter 11 to Chapter 7 and completely liquidated. In other words, are you...

What's funny to me abt this thread is that I also have wanted to obtain this list. but only in the past few days. In fact, I came to elite trader today to create this thread myself only to find its been created. Could it be we're all trying to develop the same system? And the fact that its at...

I figured I'd start up this thread again because I write for RealMoney Pro (started recently) and I'm just curious what people think of it. My own comments are: on the positive side: a. Jay Shartsis is an excellent market timer. I followed him since when he was on RealMoney. He's great...

check out the correlation of the volatilities between DUK and DUR when DUK had a downswing abt 1.5 months ago. the correlation between the 10 day historical volatility went from 0.97 to 0.80. Then look what happened to both stocks in the week following that. Factor in the beta of both...

When I was a kid, after school I worked three different paper routes. It was tough work and on cold days I would freeze my a-- off but at the end of a hard day I felt good and I was able to put money into my small bank account. Its about the same in terms of pay.

a. Volker, those scripts are great and people should definitely check them out. I use modifications of them for all my pair trades. b. don't get so obsessed with correlations between similar stocks. Those correlations are old news by definition. If you really want to make "nickels" trading...

Just started about three weeks ago. Its fun but its definitely distracting me from trading (or, more importantly, online chess and scrabble)

I'm a fan of Todd's site and have been since Real Money. He is a great market timer on both a macro level and intraday. He doesn't need to be right every time in order for a reader to learn from his style. I also like thestreet.com for news and the occasional column (alongside briefing.com)...

Any ideas how one can backtest screens involving not just price info but fundamental info? For instance, how would one test a moving average-based system and filter out all companies that arent profitable? -James

check out the Crabel info on the IASG site.

according to his disclosure docs he uses 280 different uncorrelated strategies. So, in other words, he has no idea what strategies are currently at work at any given moment. As far as what you are I consider to be a relevant return or drawdown, I guess it doesn't matter. He's managing $1B...

hey, all your points are great. But he's still managed to raise $1B from hard-core institutions. So, whats the easiest way to make money?

My favorite fund on that list is Crabel Capital Management, run by Toby Crabel who has been mentioned on other threads because of his book. He started in 1992 with 300K. He returns less than 10% a year. He now has $1B under management. Look at the equity curve though. Totally smooth. Top...

that's why he now has $1B of his own money in the fund. Where do you think he got that money?

2% management fee, 20% incentive fee is the standard. In Buffett's first hedge fund, started in the 50s, he charged 25% incentive fee, no managaement fee. if you go to http://iasg.pertrac2000.com/mainframe.asp you can see what about a hundred different funds charge. It varies a lot. The most...

A. cash B. i'd like to get data that I can do backtesting on if possible.

Does anyone know where I can get access to historical bond data? Thanks, James