In this post we discuss why we have entered a long position in gold. We have been bullish precious metals for some time and recently were able to initiate a long position. So why did we enter? What makes gold attractive? How do we manage risk? This post is a good overview of what we do and how we do it. If you are interested in trading

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In this post we attempt to explain how we go about finding investment themes and how we go about investing in them. For instance what types of research we use, what do we use for risk management, how does it make it into the portfolio?

Basically what is our thought process as we go about out daily business of trading and writing a newsl

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This is an awesome video that I found by way of Paul Kedrosky's blog. For those who don't know Paul is a venture capitalist that has been around for a while. His blog is a good resource to learn more about Silicon Valley and other tech items. But this video is hilarious and pretty much right on.

It is sung to the tune of "We Didn't

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So once again the Real OC is in trouble again. Will Mischa come back? Or will Adam blow up? Blow up? That is something that Jack Bauer does. Is he mad at Adam? No, this is actually talking about the OC's treasurer. Just like 1994 the OC is in trouble again. This time it does not look like a Bob Citron style problem but it is fairly b

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This site does a linkfest every single day and still has managed to get a PageRank 5. Why and how? Because they are wonderful. I go every day and know that I am getting awesome content.

This post is an explanation of what it takes to become an A-list investment blogger. But the exact same thing applies to every type of successful blog.

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It appears as though if you are fat and therefore overweight that you can not move to New Zealand. They also have English proficiency tests.

Think if the US did this. No more immigration problems. Of course then the argument would come up that we need to kick out all the fat people that live here already.

People can say what they w

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The cost of the average used car in Europe is now cheaper than the cost of gasoline to drive it for a year. Thats crazy but true. So what are some of the implications for car makers? How about for the gas companies? Basically they could start gi

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Victor Niederhoffer is one of the most interesting people in the market. Or maybe he is just one of the most insightful. Heck maybe he is both. Either way he writes a lot of interesting and insightful posts regarding life, the markets, and several other topics. To top it off he has a bunch of really smart people that contribute to his blo

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If you are looking for good places to focus your investment research you should read this. In it TheMacroTrader.com discusses some of the current themes that it is tracking and trading and explains some of the reasons that they are bulls or bears. They even give you a look albeit a small one into their current portfolio. Using their models

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If you have been looking for a new investment blog to read you should check out this review of TheMacroTrader.com. Instead of the regular US stock only focus of many other stock blogs TheMacroTrader.com aims to exploit any asset class that it can. They try and find good risk reward opportunities and offer some of the insight from their news

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Another great review from Blograters. This site has tons of good information regarding the VIX, VXO, and other market sentiment gauges. If you are into trading and or investing you owe it to yourself to go and read this site. In fact I added it t

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As the title suggest there is a reason to be short investment banks and its not just because the bonus pool at Goldman Sachs is bigger than the market cap at Bear Stearns. No the reason is in regards to the blog that Blograters highlighted today.

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This post at TheMacroTrader.com gives an overview of some of their screening criteria for global equities and then covers what is currently passing and what they are looking at. They aren't necessarily buying these right now but they are following

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Google is the biggest thing since sliced bread or peanut butter. Did you know that the average revenue per employee at Goog is 1.1 million dollars? And yes, as this article points out that includes the janitors. It has only been 9 years since goo

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Glenn Reynolds has done an excellent job at Instapundit. Not only does he have easily over 100,000 hits a day but he has a page rank seven. He must know what he is doing. He writes primarily about politics, liberty, and technology and has gained

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