Asness on Mixing Value with Momentum
The AQR founder and manager on AQR Global Equity’s process and the difficulty of momentum investing through the downturn. By...
When Robosigners Attack!
Sometimes, the best defense is a good offense. That seems to be the approach that notorious robo-signing firm Nationwide Title Clearing...
How to Make a Rockwell
Fascinating slide show over at the NYT about the Brooklyn Museum show, “Norman Rockwell: Behind the Camera.” It reveals how some of...
Friday Nite Jazz: Rickie Lee Jones
> I went to a delightfully quirky pop/jazz show last night — Rickie Lee Jones at Westbury, NYCB Theatre (12/09/10). I say...
Succinct Summation of Week’s Events (12/10/10)
Positives: 1) Tax deal compromise in DC 2) Lower than expected Trade Deficit will lift Q4 GDP estimates 3) Initial Jobless Claims 4 week...
Yes alot of cash but look at the debt too
As evidenced by the front page of today’s WSJ, a big bull case for the economy and also for stocks is all the cash on company...
Chart of the Day: Eastman Kodak
> I try to keep slow loading flash videos off the front page, and towards that end, I moved the Liquidity Smile post on Eastman Kodak...
Liquidity Smile
Following yesterday’s appearance on Fast Money, I received lots of emails asking “What’s a Liquidity Smile?” Irt...
Trade will lift Q4 GDP est, import prices up again
The 1st UoM confidence reading of the month was 74.2, 1.7 pts above expectations, up from 71.6 in Nov and is the best since June when it...