Archive for the 'Uncategorized' Category
Ice Box Update from the Derby: 2nd place
May 2nd, 2010What a thrilling race. Ice Box, who I had pegged to finish first, finished second. But he was clearly the horse running the fastest by far down the stretch. In fact, with a little better luck, he would have easily won. From the New York Times:
“The Nick Zito-trained Ice Box was running fastest of all […]
My Derby Prediction: Ice Box
April 30th, 2010In the past I spent some time learning about horse racing. Why, you ask? Well, I read Victor Neiderhoffer’s book, the Education of a Speculator, and he talks about horse racing and what you can learn from it. So, I bought a bunch of books and started reading and studying. What you learn is psychology, […]
Contango’s Strange Foray Into Gold
March 9th, 2010A very, very strange thing happened to a company I follow called Contango Oil & Gas (AMEX: MCF). This is an extremely well-run company that generates tons of cash from natural gas in the Gulf of Mexico. You couldn’t ask for a more efficient and well run company. Consider that Contango has raised $60.5 million […]
Health Care Mythology
July 17th, 2009This is a must read on the Health Care Debate (hat tip Zero Hedge):
Health Care Mythology
VERY PRELIMINARY DRAFT
Clifford S. Asness, Ph.D.
Managing and Founding Principal
AQR Capital Management, LLC
Comments welcome: comments@stumblingontruth.com
What We Know That Ain’t So
Will Rogers famously said, “It isn’t what we don’t know that gives us trouble, it’s what we know that ain’t so.” So […]
RIP Arturo Gatti
July 12th, 2009Arturo Gatti, one of the most electrifying boxers of all time, died on Saturday. See the below blog post from Daveinhackensack for more, or watch the video of the one of the best boxing rounds of all time (from one of the Gatti vs. Ward fights).
Arturo Gatti Dead
Failure
June 19th, 2009I really enjoyed this speech on the subject of failure to 9th graders by Paul Tudor Jones. Check it out:
Failure speech by Paul Tudor Jones
“something different”
June 19th, 2009I’ve been noticing quite a few people I know become sick and it seems like an odd time of the year to be sick. My brother on the East Coast complained to me yesterday that a lot of people in his office are sick. Does it have anything to do with this announcement today by […]
Girlfriend Economic Recovery Plan
May 31st, 2009This made me laugh.
Frightening Analysis of Commercial Real Estate
April 23rd, 2009Check out this frightening analysis of commercial real estate from Deutsche Bank: Deutsche Bank’s analysis
Rio Bravo
March 26th, 2009I love the movie Rio Bravo, and I actually never knew anyone else enjoyed it as much as I do. So today’s Wall Street Journal article by Allen Barra took me by surprise. Here is a snippet:
French director Jean-Luc Godard called “Rio Bravo” “a work of extraordinary psychological insight and aesthetic perception.” British film critic […]