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Nassim Taleb: In Investing The People You Understand Most Easily Are Necessarily The Bull***tters.
Here’s a great passage from Skin In The Game by Nassim Taleb in which he discusses how easily investors can be hoodwinked by smooth talking salepeople promising outsized returns... read more

After Calling April's Whimpering Volatility Spike, MKM Derivatives Analyst Left Wondering When Shoe Drops
By Mark Melin
Volatility has been acting “odd,” a research note from MKM Partners observed. Back on March 6, when the research provider made the projection that volatility spike was likely to... read more

Steven Cohen's Point72 Poaches Bridgewaters' Ex Research Head
By VW Staff
Steven Cohen's Point72 Asset Management hired Matthew Granade as the chief market intelligence officer. Mr. Granade was the former co-head of research at Bridgewater Associates. Mr. Granade will supervise the data sourcing... read more

Kyle Bass On The Coming Crisis In Japan
By VW Staff
Kyle Bass, founder of Hayman Capital Management, LP talks about a looming economic crisis in Japan. The logical conclusion of fiscal profligacy about to play out - likely soon. Kyle... read more
Evaluating the Impact of the Argentina Ruling: HBS, NBER Study
By VW Staff
Sovereign Debt Restructuring: Evaluating the Impact of the Argentina Ruling Harvard Business School & NBER June 2014, Study By: Laura Alfaro Abstract Recent rulings in the ongoing litigation over the pari passu clause in Argentinian... read more

Jamie Dimon Joins Resistance Of Bitcoin Skeptics
By Mark Melin
Jamie Dimon isn’t the only one to question bitcoin. On the day the outspoken JPMorgan chief told the world bitcoin was a “fraud,” a Bank of America Merrill Lynch... read more

The Extraordinary Life of the Investing Pioneer Paul Cabot
By VW Staff
Passion for Reality: The Extraordinary Life of the Investing Pioneer Paul Cabot (Columbia Business School Publishing) by Michael R. Yogg and John C. Bogle Passion for Reality: The Extraordinary Life... read more
Bill Gross – Seesaw Rider
By VW Staff
Bill Gross INVESTMENT OUTLOOK There’s 50 ways to leave your lover and maybe more than that to lose your money or “break the buck,” as some label it in the... read more

Lessons Learned From An Investor Who Followed The Herd To Big Losses In The Dot Com Era
By Guest Post
This post was originally published here. The worst investment experience in my life was during the Dot Com period of the late 1990s, when almost everyone was a fanatic about the “Internet magic”. I was... read more

The Knowledge Effect: Excess Returns Of Highly Innovative Companies
By VW Staff
The Knowledge Effect: Excess Returns Of Highly Innovative Companies via Gavekal Capital By Steven Vannelli, CFA, and Eric Bush, CFA Executive Summary In this paper, we identify the Knowledge Effect, the tendency... read more
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