Today’s contribution comes from Scott Lowther our system tester/designer extraordinaire…..   I did something the other day that I have not done in a long time, I succumbed and read one of those main stream media articles on investing, and how dollar cost averaging pays off. Since completing the Mentor program in 2007, I normally…

I have been a fan of the Khan Academy since I first encountered it – it seems to me that digital delivery of education has a different agenda to traditional education. Digital is about teaching – traditional is about credentials and the provision of degrees.  

For some reason I get a copy of Your Trading Edge sent to me on a regular basis and generally after a quick scan to see how far people can drop into superstition and magical thinking it goes in the bin. Not this week because one article contains a by line so staggeringly ironic that…

As you would expect I keep a file of all world indices but I call this file a context file in that it has no information other than price and a few coloured lines. The reason I do this is simply to remove as much noise as possible and to get a sense of what…

A new academic study asks whether hedge funds make markets inefficient and the answer appears to be ‘no.’ “Hedge Fund Herding and Crowded Trades: The Apologists’ Evidence,” is the work of Blerina Bela Reca of the University of Toledo, Richard W. Sias, University of Arizona and Harry J. Turtle, Washington State University. The authors examined…

Maybe….maybe not.  Its probably more akin to pick pocketing with baseball bat – supposedly subtle and frictionless but actual a source of violence. More here

Just to widen everyone’s gaze. To steal from Mark Twain….reports of the death of trends have been greatly exaggerated.

Matt is back For those who missed the original I find these vids to be a contrast between what we could be versus what we are……

I occasionally peruse the Finalternatives website. Generally to find out who is going to jail and which hedge fund manager despite delivering sub par performance for the past decade has still managed to buy a $25,000,000 apartment I came across this headline whilst scanning it this morning – Thiel Launches Growth-Stage VC Firm I thought…

Here is a question – if the world is still going to hell in a hand basket why are my systems slowly moving me to the long side of the market. I have three equity index longs running at present. May last…may not.