06 January 2010
Some Quant Strategies that worked last year
Buy Low Quality Short High Quality
Buy High Beta Short Low Beta
Buy Losers Sell Winners (i.e. not such big losers)
05 January 2010
Market as of 330 - Buying Riskier Names
Investors are moving to banks with the certainty that things can only get better for the group. Just say no to Drugs.
How big is Berkshire for KFT? Real Big.
I think there will be lots of plane rides to Omaha by KFT finance types to sell the big guy on the Cadbury deal. Have you been to Omaha in January?
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