Category Archives: Not Categorized

Amateur boxer Eric Kelly charges $95/hr to beat up Wall Street brokers

After a hard day of trading, there are few things better than getting your frusteration out in the boxing gym down the road from where you work. Eric Kelly, at Church Street Boxing gym counts on it. The amature boxing champion, makes his living verbally and physically beating up Wall Street traders after hours and they pay him $95/hr for […]

Identifying Hedge Fund Risk is Risky Business

We received an interesting question from one of our members earlier this week: “I was wondering if someone could give me an idea of where hedge funds are on the totem pole as far as risk with intangible investments. My guess is that they rank with growth mutual funds and are less risky than stocks but I would like a […]

DITMo Hedge Strategy Monthly (June12, Issue11) New Release

DITMo Hedge Strategy Monthly Jun12-Issue11Attributions, Rankings and Performances for Hedge Fund Classes and Indexes with Probabilities, Graphs, and pullout Color Matrices. By Pj de Marigny, PM DITMo Strategies / Renovatio Asset Management

DITMo Special Commentary 6/12

Portfolio Manager Commentary The June2012 report was delayed about a week to allow for commentary on Obamacare and EU election outcomes. SCOTUS delayed their decision until as late as 29June post the date of this report. The June Commentary will focus instead on our eristic speculation of certain geopolitical events potentially to occur imminently and considerations of these events on […]

SALT 2012 Vegas- Best Conference of the Year, Now Coming to Singapore!

Every year my firm HedgeCo sponsors over one hundred hedge fund conferences around the world.  I have the option to attend many, but only typically attend a few.  The reason is, frankly, there are few conferences I feel I can learn from or have enough networking/business opportunities to merit my time away from the office.  And then of course there is […]

How to Build a Superior Wall Street Workforce

Don’t hire analysts fresh out of college, says one analyst. Let them gain experience in their respective industry first. “I would say it’s very important to have industry experience, because you only get insight by working in the industry,” Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research, told StreetID. “When I say industry, I mean that […]

Saving Europe

There are almost 40 billion euro reasons that Germany wants to replace Merkel. Since the 1992 Maastrich Treaty, the EU was a dream that portended great things – create a trading bloc and a currency. By 2002 the Euro was created with rules that capped GDP deficit spending to 103%. The rules were almost immediately broken and in the same […]

Saving The State Of California: Reed Hastings

As a manager in Newport Beach, California, concerns over the state’s viability have never been so palpable in the face of an almost $16 billion budget deficit and rising taxes. The answer to a certain course of default is not just cost-cutting or raising taxes. The state needs creative entrepreneurs to rethink every process of providing services. If the focus […]

DITMo Manager: “The Trouble With Banks…” (Top Short FCNCA)

Short: FCNCA: First Citizens As a relative value manager of DITMo Strategies “relative stability” is the screening. There is a reason why it is almost impossible for “relative stability” to find trades in the bank sector. Instead, the financial industry “relative stability” screen is relatively narrow including just a handful of exchanges, credit card companies and a few service companies. […]

DITMo Hedge Strategy Monthly (May12, Issue10r)

Revised version: DITMo Hedge Strategy Monthly. 23pg/20 Hedge Fund Classes & Indexes over 10Y period. Widely used by Private Banks, Wealth Advisors, Hedge Funds and Allocators.DITMo Hedge Strategy Monthly May12-Issue10r