The January Effect After Really Bad Years In Stocks
worldbeta.blogspot.com 12/11/2008 — 2008 is shaping up to be a terrible year for stocks with most indices down around 40%. It doesn’t do any good to worry about what has happened, but a better question is: what can I do now? While our flagship model is a very simple ...

The Denominator Effect: A Good Problem To Have?
pehub.com 12/11/2008 — Like all institutional investors, CalPERS has been hard hit by the denominator effect. According to new documents released ahead of its Dec. 15 investment board meeting, the pension system’s actual allocation to alternative investments is now 40% ...

Short Publications - Cause and Effect
aei.org 12/16/2008 — Download file Click here to view this Outlook as an Adobe Acrobat PDF. November 2008 Although the media are full of talk that we face a "crisis of capitalism," the underlying cause of the financial meltdown is something much more mundane and ...

How To Play The January Effect This Year With CEFs
tradersnarrative.com 12/16/2008 — As this annus horribilis draws to a close, we are left ducking shoe after shoe that drops or is flung at us. But this year’s abysmal performance has a silver lining. It offers a sumptuous buffet for those who finish off the year with a play on the ...

On The Lighter Side
maxedoutmama.blogspot.com 12/27/2008 — A true advance in energy conservation, brought to you by the IPCC: Hat tip: comments at Anthony Watts '. I scanned this Calvin & Hobbes cartoon in from Watson's collection Homocidal Psycho Jungle Cat . The copyright is 1994, but it is all too appropriate at this time. Click for a larger ...

Deep Market Thoughts…Buy, Buy, Buy?…or is Long Side the Wrong Side?
howardlindzon.com 2/19/2009 — Mr. Doug Kass, of Seabreeze Partners and long-time great writer for TheStreet.com is out with a great article covering why he is no longer net short. The media has spun it into Doug calling for a bottom, but if you READ the article , Doug is a long ...

Another side of the administration’s tax plan
macroblog.typepad.com 3/11/2009 — While discussions of the Obama administration's tax plan focus on the expected impact on consumer spending and the federal deficit, not much attention has been given to the incentives of the plan for work effort. Different tax rates, deductions, and ...

"On the Side of the Angels" is more than a good book
jacobtlevy.blogspot.com 1/26/2009 — On the Side of the Angels is more than a good book; it’s a necessary one. The lack of sympathetic accounts of partisanship in political theory, and in our wider public discourse, is extraordinary, and Rosenblum provides a nuanced, well-argued and ...

Cause Please Meet Effect
crossingwallstreet.com 4/3/2009 — May 16, 2007: Pimco hires Greenspan as consultant April 4, 2009 PIMCO Distressed Mortgage Fund Down 34%

Side Projects Are The New 401k….Beware of Side Projects!
howardlindzon.com 4/29/2009 — The title of this post is inspired by a comment from long-time reader of my blog Rick Stratton . The whole side project thing has become ultra hip the last few years. It was probably a few putz stock rich kids at Google that really accelerated ...