Thoughts from the Frontline

Tiny Bubbles?

May 25, 2001

This week I want to welcome 500 or so new readers, many at the suggestion of my old friend and sushi partner, Tony Sagami. Lately we have been getting a lot of referrals from readers and other investment writers, and I am grateful for the growth. I do spend a lot of time researching and writing this letter. It is nice to have someone recommend my writing to a friend or colleague.

And to all readers, as the letter is free, if you find it of value, please feel free to recommend it to a friend. Simply send us an email and we will add them to our list.

Hedge Funds 100, Market Timers 0

What a difference a week makes! Last week I was in Denver at a convention of professional market timers and asset allocators. This week I was in New York speaking…

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