The Poetry of Investing Nov8

Posted by & filed under Hedge Fund Investors, Hedge Fund Marketing, White Papers/ Thought Pieces.

haikuforblogimage

It seems as if everyone has been pretty focused on Tweets, hashtags, and the general dumbing down and coarsening of communication of late. So I thought this week I’d inject a little culture into my investment blog. What if investors and fund managers could only think or talk in Haiku? The sentiments would likely remain the same, but the delivery might be much more civilized

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Investor Optimism – Despite “The Merry Minuet” Environment Oct26

Posted by & filed under Hedge Fund Investors, White Papers/ Thought Pieces.

happy

The optimism of consumers, business owners, and investors continues at high levels despite hurricanes in Florida, Texas, and Puerto Rico, fires in California, and possible nuclear confrontation in Korea. In past markets, investors also faced similar issues. For some perspective on the relative constant of world issues, let us look back about 60 years to a hit recording titled “The Merry Minuet”. Nearly the same lyrics could be written today. See whether you agree

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Investing at The Hedge Fund Saloon Sep26

Posted by & filed under Hedge Fund Investors, White Papers/ Thought Pieces.

saloon

An investor strides into the Hedge Fund Saloon and walks up to the bar. The bartender asks “What’ll you have?” The investor replies “Some of that alpha,” so the bartender reaches back for a bottle. Before pouring the bartender says, “this is volatile, but I hear that you feel really good after a while” and pours for the investor, who proceeds to take a full drink and spits it out. “This isn’t alpha, it’s a trend follower. When there are no trends I get killed

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