QAV Investing Podcast

Last week I had the pleasure of spending some time with  Tony Kynaston and Cameron Reilly of QAV. What is always interesting when speaking to successful investors is the number of similarities they share across the board. At first glance, you would not expect successful value investors such as Tony and Cameron to have much…

Read more

If The CFO Says He Feels ‘Fantastic,’ Sell Short

A study set to appear soon in the Journal of Accounting Research asks whether deceptive chief executives and chief financial officers give themselves away by the language they use in the course of their conference calls. David F. Larcker and Anastasia Zakolyukina, both of Stanford University, Graduate School of Business, have developed prediction models (though still rather…

Read more

One From The Archive

I found this chart that I generated a few years in my archive folder. It looks at $100,000 invested in either cash or the average return of the top 200 superfunds I should update it to see if the general pattern holds true in the current environment. My guess is that it probably does and…

Read more

Ode to Joy

One of the joys of live music is that you are there the moment beauty is created – when reading a book or viewing a painting your participation is well past the act of creation and in my view that is somewhat isolating. Live music is a shared cultural experience.

Read more

The World Is Changing — So Can We

I went for a long bike ride today. I needed to get out and clear my head. The sun was shining, daffodils were emerging along the riverside bike path, dogwood trees were in bloom and at one point I thought to myself, “Yeah, life goes on.” Pretty corny, and maybe even a bit selfish given…

Read more

The Genius of People on LinkedIn

Social media is the gift that just keeps on giving. Dropped into my LinkedIn page this morning to see a fund manager – that is someone who takes other peoples money and trades it proclaim that the recent rise in the price of orange juice futures was because people thought vitamin C was good for…

Read more

Darwin – The Brilliant Plodder

Charles Darwin is ever with us. A month seldom passes without new books about the man, his life, his work, and his influence—books by scholars for scholars, by scholars for ordinary readers, and by the many unwashed rest of us nonfiction authors who presume to enter the fray, convinced that there’s one more new way…

Read more


Want to be an exceptional trader? Learn from the best. Chris and Louise have found the way to take the guesswork out of share trading.
They can teach you how to do this too!


Want to learn every instrument, over every time frame, where you trade your own plan?