June 26, 2020 - “I don’t have 10 to 15 years left to recover my losses,” Ophthalmologist Craig Sklar told the Wall Street Journal after selling much of his stock portfolio at a loss in the first quarter of this year as the coronavirus pandemic…
May 26, 2020 - In what seems like ages ago, back in February, I prognosticated regarding a new movement in investment management in a piece titled, “Alpha + Beta: The Next Frontier In Investment Management.” (more…)
April 22, 2020 - Nearly 2,000 years ago, the ancient Roman writer Pliny the Elder first wrote that ostriches, when threatened, would bury their heads in the sand in an ill-advised attempt to hide from potential predators. (more…)
April 15, 2020 - Billionaire Investor Warren Buffett once stated, “Give a man a fish and you will feed him for a day. Teach a man to arbitrage and you will feed him forever.” Notably, Warren Buffett earned a 53% rate of return from…
March 26, 2020 - In mid-January 2020, I put out a piece titled, “With Markets At Record High Valuations, This One Investment Strategy Can Help Diversify Your Portfolio” with the goal of flagging record-high equity valuations and making the case for allocating to…
Want to learn about the investment strategies and techniques used by hedge fund managers to beat the market? Download Reminiscences of a Hedge Fund Operator by investor, Julian Klymochko