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Hartford Insurance Analysis, made public

A phenomenal account and analysis of the downfall of Hartford Insurance Group from a professional investor's perspective. read more »
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Profitable contrarian bank shorts

Name brand banks made good short candidates read more »
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Social class model for download

For those interested in social class and stratification, here is a model for you to play with and pass around to your friends. read more »
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Reggie Middleton on James Cramer: Marked to Market!!

A detailed analysis of James Cramer's investment record and results. Eye opening, to say the least. read more »
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The Great Global Macro Experiment, Revisited

remember, the dot.com bubble and bust, historically low interest rates, real estate and credit bubble, concerted global interest rate reductions to [...] read more »
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Actionable Research and Ideas

Let's contrast the worst year in recorded hedge fund history to the past year and year to date results of the model portfolio built upon the BoomBus[...] read more »
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In the Great Global Macro Experiment, the next bubble to burst is...

I was in the process of launching a hedge fund, and my lawyers were quite explicit in telling me that I am in no way to promote the fund through the [...] read more »
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More on Name Brand Investors

Doing your own homework is quite important, for although quoting name brands makes for profitable media fodder, it doesn't do well for investors - c[...] read more »
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Lehman CDS risks: I can tell you who's holding the bag

While many have guessed and assumed who will be hit hardest by the Lehman bankruptcy, here are some firm numbers, names, & losses to shareholder equi[...] read more »
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