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Monday, May 28, 2007

Manager Focus - Robert B. Gillam

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I recently read an interview with McKinley Capital Management founder, Robert B. Gillam . Very interesting guy and investment style. Mr....
Sunday, May 20, 2007

Weekend Linkfest!

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The Beta in Alpha's clothing? ( pdf ) Bridgewater Associates' detail how various hedge fund's are charging Alpha prices for B...
Tuesday, May 01, 2007

Quote of the Week - Busy Bee

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"I really believe that success is just getting up one more time than you fall. It doesn't come from one brilliant idea, but from a ...
Saturday, April 28, 2007

Sky is Falling...

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According to this article , Jeremy Grantham believes the sky is falling. "The bursting of this bubble will be across all countries and...
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Monday, April 23, 2007

Quote of the Week

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"If you spend some time thinking about it ("ideal position sizing") you will realize that life just isn ’t so simple. Every i...
Monday, April 16, 2007

Another Year Down...

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Enjoyed a great birthday today. Co-workers took me out for lunch. Wife and kids took me out for dinner. Wife and daughter baked a birthda...
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Wednesday, April 11, 2007

Showing Up

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"Seventy percent of success in life is showing up." -- Woody Allen You will earn more respect recovering from a failure than by ...

Quote of the Week - Losing

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"It turns out that it is much easier to make money when you are wrong most of the time. If your trades are losers most of the time, th...
Thursday, April 05, 2007

Quote of the Week - Explore, Arrive, and Know

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We shall not cease from exploration And the end of all our exploring Will be to arrive where we started And know the place for the first tim...
Thursday, March 22, 2007

Brick by Brick, Dr. Steenbarger

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Read Dr. Steenbarger's article on A Mechanical Strategy That Has Produced Consistent Stock Market Profits . Awesome! Just awesome! Wi...
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Monday, March 19, 2007

Quote of the Week

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"Brick by brick my citizens, brick by brick" -- Emperor Hadrian of Rome I haven't posted much in awhile. Mainly because the ...
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Friday, March 16, 2007

A New Blogger - Curtis Faith

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Curtis Faith has a new blog, Way of the Turtle . Check it out. Loved the On Writing a Book post. Great start Curtis! Also, I urge you to...
Thursday, January 11, 2007

Quote of the Week - (2007-01-11)

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"You better know whatcha wanna to do, before somebody knows it for you." -- Charles Farmer in The Astronaut Farmer Hope everyone i...
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Tuesday, January 02, 2007

Quote of the Week (2007-01-02)

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Shlemiel gets a job as a street painter, painting the dotted lines down the middle of the road. On the first day he takes a can of paint ou...
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Sunday, December 24, 2006

Happy Holidays!

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Twas the night before Christmas, when all through the house Not a creature was stirring, well, except for TaylorTree. I wish you and your fa...
Sunday, December 17, 2006

Quote of the Week - Know Thyself

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Boy: "Do not try and bend the spoon. It is impossible. Instead, only try to realize the truth." Neo: "What truth?" Boy...
Wednesday, December 06, 2006

Thread of the Week - Stock Distributions

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Eric Crittenden shared an interesting study of stock distributions over at the Trading Blox Forum . How many of you look at the Annual Com...
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Monday, December 04, 2006

Quote of the Week

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Caston glared. "Observation selection effects are totally commonplace. At the supermarket, have you ever noticed how often you find you...
Friday, December 01, 2006

First Snow!

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Received our first Snow of the year and it is wonderful! For a Texas boy who has never been around snow before...I feel like a kid at Ch...
Friday, November 24, 2006

Aquamarine Fund Diary, Buffett, and Owning a Business

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You can tell from the volatility breakout in my blog posts...that I have some time on my hands.  :) Found some great posts by the Aquamarine...