In a recent post,  Long-Term Bonds Behave More Like Stocks Than You Might Think ,  Lawrence  via Fortune Financial fame outlined: It shoul...

It has historically paid to be a seller of volatility for at least two reasons... 1) Volatility is typically overpriced relative to reali...

Pensions and Investments wrote about the interest pension plans have shown in put writing (seemingly one of the more misunderstood investmen...

UPDATE: I had a nice discussion with Alex Rampell , partner at VC firm a16z, who provided me with a material detail that I missed that is b...

One of my favorite Twitter follows @LadyFOHF  shared the below scatter chart from Morgan Stanley that attempted to map areas of the global m...

Mike Mauboussin 's latest write up  Reflections on the Ten Attributes of Great Investors is a must read for investors (while his recent...

Back in December I wrote that It's Generally Smart to Avoid Credit Risk  outlining that more than 100% of credit's excess performanc...

Bob Seawright of the great blog Above the Market , recently put together a  consolidated list of his past posts which was a great way to f...

A hedge fund is simply a go anywhere investment vehicle that attempts to provide excess returns to cash with a low correlation to traditio...

Mar Vista Investment Partners has a really interesting research piece out The Price You Pay which has a great table outlining the benefit ...

Every day we hear about some new horrific event taking place globally. The common view is that crime is rampant and the United States is h...