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The Financial Crisis Killed Hedge-Fund Performance The industry never came back from the “Great Reset,” the huge sell-off during the first quarter of 2009. Bloomberg, September 17, 2018     I...

On September 15, 2013, exactly 5 years ago, four of us took a leap into the unknown to launch RWM. Perhaps a few words on this crew, and how this all came together, is worth sharing. Take whatever...

My morning train plane reads: • You Can Time The Market, Just Not All The Time (Wall Street Journal) • The Housing Bubble Burst All Over Reality TV (New York Times) • Meet the Shalennials: CEOs...

Source: How Much   This is kind of fun: based on data compiled by 2017 US Census Bureau data, what is the value of each industry’s products on a per state basis. We can quibble over some of these...

Source: Politico

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The Sunday New York Times has a big “10 Years After” section on the crash of Lehman Brothers. (Its a collection of all the related columns from this past week). One of those really stood out: “The...

My easy like Sunday morning reads: • The NFL’s Very Profitable Existential Crisis (Bloomberg) • 3 Investments That May Have Hit Their Peak (New York Times) • Investors Should Assume That They Are...

As the weather grows more deadly and destructive, Americans are demanding real solutions to climate change – and they aren’t waiting on Washington to act. Watch the full trailer for “Paris to...

This week, we speak with Dave Nadig, managing director of CBOE’s ETF.com. Nadig helped design some of the first ETFs as managing director at BGI, and as co-founder of Cerulli Associates, he...

The weekend is here! Pour yourself a mug of French Roast coffee, grab a seat by the window, and get ready for our longer form weekend reads: • The real Goldfinger: the London banker who broke...

Succinct Summations for the week ending September 14th, 2018 Positives: 1. Mid-Cap and Growth stocks made new new all time highs this week. 2. Jobless claims came in at 204k w/o/w, below the...

10 Things People Still Get Wrong About the Financial Crisis All are the result of bias, ignorance, laziness or bad faith. Bloomberg, September 14, 2018     Hard to imagine that people — still —...

The anniversary of the Lehman collapse is upon us — you can see my column on what we haven’t learned from it here and lots of other remembrances here. Oh, and our end of week morning train reads:...

What started out as as the “Porsche Mission E concept car” became an all electric production model fairly quickly. This will be an actual vehicle for sale by Porsche sometime next year in 2019,...

click for interactive graphic Source: Wall Street Journal

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I love this graph!   Hat tip Eric Garland ‏

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My end of week morning train reads: • We’re Living in What May Be the Most Boring Bull Market Ever: In an age of index funds and private companies, even a boom can feel blah (Bloomberg) • Is...

My Bloomberg colleagues Katherine Burton, Melissa Karsh and Sam Dodge, published a fascinating article yesterday, titled The Incredible Shrinking Hedge Fund. They look at some very interesting...