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2013 |
Topics |
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April |
Quarterly Outlook; JCP; The Hedge Fund Mirage |
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March |
Cash; Natural Gas |
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February |
Buying Stocks, Gingerly |
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January |
Quarterly Outlook; Low Beta Long-Short; Blog; Hedge Fund Mirage |
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2012 |
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December |
Stocks and Lotteries; The Hedge Fund Mirage is One Year Old |
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November |
Sandy's Aftermath |
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October |
Quarterly Outlook; MLP Update |
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September |
Don't Go Away in May; Betting Against Beta |
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August |
New Ideas; Hedged Dividend Capture; MLPs |
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July |
MLP Update; Quarterly Outlook; The Economist Book Review |
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June |
30th Anniversary; MLPs |
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May |
Less Macro and More Micro; Hedge Funds; Business Update |
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April |
Quarterly Outlook; |
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March |
Finance Behaving Badly; CDE |
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February |
An Attractive Alternative to Alternatives; |
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January |
Quarterly Outlook; The Hedge Fund Mirage |
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2011 |
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December |
The Hedge Fund Mirage; Bond Math |
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November |
Banks and Leverage; Website Update |
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October |
Quarterly Outlook; Hedged Dividend Capture Strategy |
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September |
Why Smart People Should Work in August; Natural Gas |
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August |
Fear of Debt; Natural Gas |
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July |
Quarterly Outlook |
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June |
ETFs and the Bond Market; CSJ |
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May |
Timing is Everything; GCI |
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April |
Quarterly Outlook; MSFT, RSG |
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March |
Fiscal Prudence Delayed (Again); KFT, CDE |
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February |
Politics and U.S. Energy Policy; BRK, BTF |
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January |
Quarterly Outlook; |
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2010 |
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December |
Inflation; OSG |
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November |
Taxes; BTF, CEW |
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October |
Stocks, Bonds and the US$; |
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September |
CFA; CSJ, BZF |
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August |
The Bond Market's Forecast;Municipal CEFs, CXW |
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July |
Proposition 14; Closed End Fund Activism; DRP, DVN |
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June |
Seeing what you own; RMT, AHL |
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May |
Abacus; BIF, SWN, HK |
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April |
Repo 105; BHL, SOR |
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March |
Improving Hedge Funds; GAM, PAX.L |
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February |
A U.S. Employment Vignette; ADX, MVC |
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January |
Spreading Populism; EDD, EROC |
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