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Of course not all of the $150B of excess return goes to speculators, but that's the pool of money being fought over.

The complaint is often heard that instead of investing in the real economy, the economy is being "financialized," ie investment in purely finanical assets. This claim is rarely quantified, however. How much is invested in purely financial speculation? I don't know if there's a technical...

Interesting takeaways: “The hardest thing in this business is durability ... you get people who get things right for one or two years and think they’re invincible. Can they repeat that in the next period of time after that? Most of the time no. People who try to knock the lights out...

http://www.ft.com/cms/s/0/0ecc2df4-3679-11e3-8ae3-00144feab7de.html#ixzz2iOiTwKaP Andrew Law is an unassuming Master of the Universe. Unlike the real-world equivalents of the thrusting, swaggering bond vigilantes in Tom Wolfe’s Bonfire of the Vanities, Mr Law is not usually counted among...

http://www.ft.com/intl/cms/s/0/0ecc2df4-3679-11e3-8ae3-00144feab7de.html?siteedition=intl#axzz2iManC986

I just use blocksite to block sites that I've noticed are notorious slow-loaders, like *scorecardresearch* *linkedin* *facebook* *voicefive* You can use the wildcard to block anything with that word in the address. Most of the other bad sites should be blocked by adblock. I don't know...

floored is a good if depressing movie about floor traders in chicago getting replaced by machines. The pit is another doc around the same time 2008-2010 that is available on netflix streaming. I haven't seen it.

The problem isn't with the browser, imo, it's with the sites that are loaded down with too many apps/trackers/video/etc etc This is what I've done to speed up Firefox: Blocksite - use this to block sites like b.scorecardresearch.com b.voicefive.com and ooyala that make the browswer hang...

Further confirmation of the hypothesis that interest rates/inflation rates tend to decline over the long term This is a chart of inflation rates since 1200. via http://climateerinvest.blogspot.com/2013/10/the-challenge-of-low-return-environment_13.html

Most traders are probably good pattern recognizers. It's not the only skill required, but most poeple on this forum are probably some version of NT or NF. But good rules of thumb are hard to systematize.

So now I;m a Keynesian? I don't know what his monetary or economic views are, but I do know that I wouldn't invest in his fund. And it's true, I do like to draw patterns out of very small data sets. I;ve found that I;m pretty good at it, actually.

did you even look at the link posted? 68% his portfolio is short us treasuries, corp bonds and munis. and I don't know if you'd characterize that as momenturm or not, depends on the timeframe, but the only reason to do that is if you're an inflationista and expecting worse inflation numbers or...

I generally agree with Hoenig's politics, and I have no idea if he's an Austrian, he probably isn't the sort of person to read that stuff. But fighting the momentum goes against everything he's said on tv and in his old column for smart money. He may have let expressing his views get in the...

if a buddy came to you and said that he'd gone nowhere for six years but he was a really talented trader and you should back him, what would you tell him?

trading idol that failed? listen, all of these zeroedge/austrian/inflationistas who are always warning that the end is near, when they actually believe their own nonsense, produce results like this, six years of no performance. sure his latest results have been OK, but six years of...

He's not paid to be a bear, he's paid to be a PIG. And he's getting SLAUGHTERED - like a PIG, not a BEAR, nobody slaughters bears. As a CAPITALIST, it's IRONIC that he's a GOD THAT FAILED.

The highwater mark is not an arbitrarily chosen datapoint, some funds can't charge performance fees below that level. It's not arbitrary. 2nd, there were multiple puns going on there . . . some will pick it up.

6 years? That's a long time to show no absolute or relative performance.

Capitalist Pig is getting slaughtered. Returns below 2008 highwater mark. http://capitalistpig.com/investment-fund/

Expectations Investing is a good one. http://www.expectationsinvesting.com/chapter1.shtml Some of Cramer's books do a good job of explaining how the market prices stocks. All of his books are the same, so it doesn't really matter which one. Buffetology is a book by a relative of...