Two videos of two incredible hedge fund legends

One of the foremost mathematicians of our time and the father of quants James Simons - Mathematics, Common Sense, and Good Luck: My Life and Careers Simons has about 9,000 views on YouTube The other…


Calendar notes October 21st

Calendar opportunities Week of October 21 There has been a lack of Government data due to the partial shutdown so economic data will be intensely scrutinized, then out of hand dismissed as being…


Fiscal Crisis Leaves Stocks in a Sweet Spot - MoneyBeat - WSJ

I agree, one reason we are fully invested. By E.S. BROWNING CONNECT Associated Press The Washington mess of the past few weeks was ugly and disruptive for financial markets. It could do more damage…


‘Steve Jobs patent’ upheld by USPTO, ‘massive setback’ for Samsung and Google | TalkAndroid.com

‘Steve Jobs patent’ upheld by USPTO, ‘massive setback’ for Samsung and Google | TalkAndroid.com. So ironic that on a day when Google stock launched over $100 points and $30 billion in market value,…


The Fund is 115% long. There is a time to press your bet and this is it

We are rarely full invested. We are now.  There is a time to press your bet and this is it at least for the next few weeks.  Even now we are not fully invested in equities but have a mixture of…


Super Bull Tommy Lee, JP Morgan strategist tempers his optimism

What? No Christmas rally? Going forward, the near-term road map is a bit murky.  The move from ~1675 to the close (~1692) Thurs was a lot about “pain” but it seems like the most inappropriate…


Selecting The Next Federal Reserve Chair: When And How | Zero Hedge

Since now the drama of who Obama will select for the the Fed Reserve head is over, what's next? I found this good and telling article on Zero Hedge. Selecting The Next Federal Reserve Chair:…


Thoughts on the U.S. Government shutdown

What shutdown?  My two kids,14 and 20, asked me what the Government shut down meant.  They never ask me about current events.  They get all the info they need about the world from Facebook and You…


Review & Outlook: Robbery at J.P. Morgan - WSJ.com

In spite of this massive Government attack the stock acts very well.  If anything JP Morgan seems to be hurt more by the very short term reversal the rise of  interest rates than the Government…


There's A Decent Chance Stocks Will Crash - Business Insider

by Henry Blodget I don't know when Henry finds the time to opine on the market but he's someone I listen to and respect considering how he was thrown under the bus only to get up even stronger.  But…