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Advanced Investing

Advanced Investing Mon Oct 16 2017 19:37:00 GMT+0000 (UTC)
WHERE THE PARTY'S AT -- I attended the DevTech Strategy Summit in San Francisco. I don't recall ever seeing this event before so I couldn't miss it, especially because it's from the same organizers behind DeveloperWeek. The developers have their own show for practical tools
Ray Dalio, the founder of hedge fund Bridgewater Associates, has penned a book called Principles.  He's been doing various interviews about it and recently joined Tim Ferriss' podcast.  During the interview, Dalio outlined some of t
So here is a chart of two trending markets.  What are they?The blue line is pretty familiar:  it's SPY since the start of 2016.  That's a pretty high Sharpe trend.The red line is not so familiar:  it's a 100-day mo
Fascinating research by Andrew Lo and Dmitry Repin at MIT hooked traders up to physiological monitors to assess their emotional responses to markets in real time.  They found that all traders exhibit emotional processing.  The least
Scuttleblurb has agreed to let us post their recent analysis of Moody's (MCO) for free.  If you're not familiar, Scuttleblurb.com provides subscribers with balanced and insightful analysis and commentary on the moats, business models, and co
I attended the mighty tripartite conference of Intersolar North America, ees North America, and SEMICON West 2017 at San Francisco's Moscone Center. The south hall of the convention center is undergoing a massive renovation, so the SEMICON folks had
For many years, as I was learning trading, a military poster of a sniper hiding in the brush hung on the wall of my office.  In so many ways, the sniper embodies the strengths of the successful trader:*  Significant learning and pra
Want to find out what stocks top hedge funds have been buying, selling, and shorting?  Our 86-page quarterly newsletter summarizes the latest 13F filings of 25 top funds.  The brand new Q2 issue is now available.  Subscribe
I attended the 4th Annual Rosenman Symposium in my ceaseless quest to understand the health care sector. I arrived at the UCSF Mission Bay conference center too late to score the hot lunchtime snacks they laid out. If I had known there would
Growing as a trader means getting deeper in the river, one foot at a time.  Deeper means building new strategies and finding new sources of edge in markets.  Deeper means expanding risk taking with existing, proven sources of profit
Legendary investor Peter Lynch once gave a talk on how to pick stocks from "The Stock Shop" and goes over basic concepts like time horizon, your advantages for stock picking, types of companies, hidden assets, risk factors, etc.  He previous
I showed up at the Commonwealth Club in June 2017 for the Mineta Transportation Institute's annual National Transportation Finance Summit. It's the eighth annual event but I lost count a couple of years back. Mr. Norman Mineta himse
A recent post from the excellent Mathematical Investor blog questions whether the use of chart patterns and technical analysis truly offers value in financial markets.  The authors point out how easy it is to manipulate information to look s
Berkshire Hathaway's Warren Buffett recently sat down with Judy Woodruff of PBS for an interview on a wide range of topics like the economy, income inequality, taxes and more.Here's the video of part 1 of the interview:And here's the video of part 2
I had to check out Google Demo Day 2017. I'm getting quite accustomed to seeing brand new stuff at Google Developers Launchpad in San Francisco and the Demo Day was right up my alley. I don't need to repeat what the competing startups said in their p
You are working hard, but are you working on the right things?You are climbing the ladder, but is it leaning against the right wall?You are busy, but are you productive?Are your daily efforts energizing you or draining you?Is most of your time spent
Investor Mohnish Pabrai recently recommended a few books at his talk at Google which we just highlighted.Mohnish Pabrai's Recommended Reading List  Am I Being Too Subtle? by Sam Zell.  Pabrai said it was great and personally preferr
I scored access to several sessions at TiEcon 2017. The TiE people are some seriously accomplished entrepreneurs and are among the most well-connected people in Silicon Valley. I had to go check out the scene, absorb startup wisdom, and maybe score s
It's really true:  confidence doesn't come from success alone, but rather from facing failure and moving beyond it.  When you've been tested and tested and tested again, you begin to recognize that the tests are what make you strong
Fund manager Mohnish Pabrai recently gave a talk at Google on how intensive stock research can be injurious to financial health. The video's description is "how the plethora of deeply entrenched biases and flawed evolutionary brain wiring ma
I attended DocuSign's annual Momentum conference for the first time ever in 2017. I had never heard of this firm but apparently they are doing really hot things by automating document management in the cloud. I had to see how they connect with their
One of our great vulnerabilities is that our intentions tend to be mood dependent.  When we've just lost money and are in a remorseful state of mind, we vow to correct our errors and stick to our best practices.  Then, the remorse g
Investor Charlie Munger is well known for delivering his talk on The Psychology of Human Misjudgement at Harvard in 1995. A company called Tiny has created an animated and abridged version of the speech that hits the highlights and puts a vi
The legendary LAUNCH people held their LAUNCH Festival 2017 at the Palace of Fine Arts in San Francisco. I never pass up a chance to attend a major conference in my town. I attended to check out the latest and greatest tech aspirations. I spent rough
Here are a few valuable insights I've gathered from my recent work with skilled, successful traders:1)  What you trade is as important as how you trade:  The successful traders are trading instruments that move in meaningful ways an
If you've got a vacation / holiday coming up and need some reading material, here are some recommended books on investing, hedge funds, business, decision making, and life in general.  Some are newer books, others are classics you might have
I have always been curious about this Bluetooth stuff, so I had to check out Bluetooth World 2017 down in Silicon Valley. I did not actually see anyone with blue-colored teeth at the conference but maybe I just didn't look closely enough into people'
A reader recently asked the question of how to overcome perfectionism in trading.  Like many traders, the reader recognized that the quest for perfection was actually demoralizing him and leading him to trade worse and worse. Trying to buy t
Jim Chanos, founder of hedge fund Kynikos Associates recently sat down with Bloomberg to share his thoughts on markets.He talks about the macro landscape, how the recent political shift has changed things, and other topics.Chanos is worried about Chi
I am a known regular at every major digital marketing event in the San Francisco Bay Area, including Search Marketing Expo 2017 down in San Jose. I attended this year's SMX West Conference to hear what Microsoft Bing and Google had to say about their
Here is a powerful psychological technique that I learned from a wise therapist I saw when I was in graduate school.Identify clearly what makes you nervous, uneasy, fearful, or anxious.  Typically, those will be situations that you find your
University of Pennsylvania's Wharton School has started a Howard Marks investor series where the founder of Oaktree Capital interviews outstanding investors and this time around he's interviewed Bruce Karsh, his co-founder at Oaktree.They talk about
I have been poring over my notes from several recent business events I have attended, and I would be remiss if I did not share some key lessons from a Mobile Monday event that coincided with last month's RSA Conference 2017. I take my time to get thi
One of the more fascinating phenomena in trading psychology is that traders will trade poorly, miss opportunities, and lose money--and then they will proceed to do exactly the same things the next day and the next week. Finally, hurting from the loss
Market Folly readers get 20% off their first year of Scuttleblurb using coupon code: marketfollyScuttleblurb.com provides subscribers with balanced and insightful analysis and commentary on the moats, business models, and corporate strategies of comp
I made my first-ever visit to the RSA Conference in 2017  because I really needed to catch up on the tech sector this year. The visual displays on the Moscone Center expo floor were phenomenal, as you can see in my standard badge selfie belo
I recall a trader who was struggling with his trading, getting out of winning trades too early and letting losing trades run. His coach worked with him tirelessly to keep daily journals and track his discipline.  Amazingly, the more he worke
A brand new Q1 2017 issue of our Hedge Fund Wisdom newsletter was just released.  Subscribers please login at www.hedgefundwisdom.com to read it.Inside The New Q1 Issue- Investment Thesis Summaries of 2 Stocks Hedge Funds Have Been Buying: F