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Jim Rogers — who was George Soros’ initial partner in his hedge fund empire — has been unrelenting in calling the financial collapse in the United States.  On the downside, Rogers has been, and continues to be bullish on China and commodities.  On a side note, he authored by far my favorite book about economies […]

The whole capital injection / liquidity provision / preferred equity investment stuff that our Treasury & Federal Reserve keep coming up with are all simply awful ideas in our opinion.  I could go on for a long time about why, but many have gone there already.  Intelligent, widely held thoughts about moral hazard, socializing risk […]

On July 23rd, I was honored to speak to the Rotary Club in my hometown of Paris, Kentucky. The program was titled “Hedge Funds and Stock Market Philosophy.”
Most of the attendees had heard of hedge funds, but learned how they are typically set up operationally and the myriad strategies that they can employ. […]

Quint over at Tickerville.com has a comical post up called “You Know You’re a Trader When…” I can relate to several in the list.
While discussing my guilt, might as well note that while it’s simply over-the-top, there’s a little part of me that would enjoy owning this monster 24-screen trading setup:

I’m not sure I’d […]

The government’s Non-Farm Payrolls report showed a drop in employment for the first time since 2003. Another confirming indicator that the path of least resistance is down, both in the economy and — for now — the stock market.

I’ve been put off by Jim Cramer’s drama for many years. He is flat out annoying.
Just came across a memorable segment from CNBC’s show Fast Money thanks to venture capitalist, shrewd stock trader (and extremely witty guy), Howard Lindzon.
[youtube:http://www.youtube.com/watch?v=NVeBzkVgaik]
I remember the mid-2007 episode, watching Cramer pathetically challenge Eric Bolling (an outstanding, smart oil/energy trader) […]

The scorecard (and chart) of client account performance versus the indexes is now updated. Check the upper right part of ManyPeaks.com for that information..
Also to report is Teewinot’s office move into my & Elizabeth’s home here in Lexington. It certainly helps lower my overhead and has been convenient as well. Ironically, our […]

I know you’ve gotten some of this junk in your email inbox.

With news that the SEC is coming after the newest generation of ridiculous penny stock hypsters, I couldn’t help but recall the days at my last employer when these things came streaming in.. on the fax machine! (They somehow always landed on my desk […]

Watching the daily Wallstrip.com video is an enjoyable part of my routine. You can find these videos on the sidebar of ManyPeaks.com
In a fun 3-5 minute nightly segment, host Lindsay Campbell finds, details, and usually mocks a timely cultural trend. Then she relates it to the stock trading world. I love supporting […]

Thomas Peterffy, founder of Timber Hill and Interactive Brokers, reminds me in this missive how important the “other half” of any investment decision can be.
The concept goes all the way back to Corporate Finance 201: Decide what to invest in, and how to finance it.
He describes a key benefit of using futures to go […]