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Follow the (Confident) Smart Guys?

I was at Grant's Interest Rate Observer a couple years ago listening to the end of the world. Seriously, EVERYONE was ultra bearish. And EVERYONE [...]

Dissertation Length and Pay: Less is More

Too bad dissertation length doesn't translate into more pay. History professors would be rich! Source: http://beckmw.wordpress.com/2013/04/15/how-long-is-the-average-dissertation/ Here is my completely non-scientific anecdotal economic [...]

Buffet’s Market Timing Signal: Expensive

First, you gotta read Warren Buffett's classic piece from 1999: http://money.cnn.com/magazines/fortune/fortune_archive/1999/11/22/269071/ Buffett highlights the inextricable tie between GDP growth and corporate profits. GDP growth is [...]

Weekly Post Recap for November 2, 2013

Here are the articles we've posted for the past week on TurnkeyAnalyst.com for the week ended Saturday, November 2nd 2013. Article description and associated link: Focus [...]

How Do You Take Your Commodity Exposure?

Commodities are an interesting asset class. A classic case of "Wall Street Trend following:" Sell products that have recently done extremely well. Prior to the [...]

Black Box Investing Versus Common Sense Quant

Quantitative investing has developed an unjustified PR problem based on the unfortunate tendency of many to associate all quantitative approaches with “Black Box” investing. The [...]

Weekly Post Recap for October 26, 2013

Here are the articles we've posted for the past week on TurnkeyAnalyst.com for the week ended Saturday, October 26th 2013. Article description and associated link: Man [...]

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