Can diversification really beat the Dragons?
Recently Syndicate Room published a fascinating study entitled Beating the Dragons How Radical Diversification can out perform VCs. This builds... Continue reading →
Book Review: The New Market Wizards by Jack D. Schwager
After some of the books I’ve read recently this came as a bit of light relief. Most of the book... Continue reading →
Book Review: The Alchemy of Finance by George Soros
I was disappointed with this book. Its not that there’s nothing interesting in there, because there is much. But the... Continue reading →
Book Review: More Money Than God by Sebastian Mallaby
Sebastian Mallaby has done his homework. This has allowed him to write a brilliant history of hedge funds, managing to... Continue reading →
Further Musings on Trend Following
One of the delights of the festive season (for me at least) is that without the distraction of the usual... Continue reading →
Book Review: Trend Following by Michael W. Covel
The subtitle of this book is “learn to make millions in up or down markets” and inevitably makes you think... Continue reading →