I am currently long the AMP China Capital China Growth Fund. The stated mandate of this fund is as follows – To achieve long term capital growth, with a focus on investing in China A shares. To outperform the S&P/CITIC 300 Total Return index (expressed in Australian dollar). The current chart looks like this. …
Many of us would hide this discovery and never tell a soul, out of fear or embarrassment of being labeled a psychopath. Perhaps because boldness and disinhibition are noted psychopathic tendencies, Fallon has gone all in towards the opposite direction, telling the world about his finding in a TED Talk, an NPR interview and now a new book published…
LB and I caught up with the funds management crew at RED the other day and were able to attend one of their client briefings. They were kind enough to allow me to copy their slide deck. The take home points for me. 1. Equities have positive momentum. 2. The great unknown at present is…
Apparently that time of the year when turkeys are nervous is approaching in the US. I saw the chart below doing the rounds on the google box with a big of digging I found that it is apparently from WSJ So I decided to look a bit harder at stock seasonality and generated…
It has been sometime since I looked at the comparative performance of various markets. I have taken these markets back to a nominal starting date of 13/03/09 which could be considered the date markets reversed after the GFC.
I am a fan of Scott Adams both through Dilbert his alter ego and through his blog. In some ways this ties into my pearlier piece on How Will You Die. But this is very raw and very personal.
More here – 8 Subconscious Mistakes Our Brain Makes Everyday
Over the years I have been collecting a series of interactions with various retards that I plan to publish in my dotage. You can trust me when I say that the list of those included is long and distinguished and now I have two more to add to the list. We received emails from two…
There is no statistical proof that doctors enjoy a better quality of life before death than the rest of us. But research indicates they are better planners. An often-cited study, published in 2003, of physicians who had been medical students at Johns Hopkins University found that they were more likely than the general public to have…
You once called your father a “nasty little weasel.” Did you ever reconcile with him? No, he died nine years back. We didn’t run through the cornfields to each other in slow motion. More here – The New York Times
