I'm usually an alpha hawk, but right now, I'm just trying to avoid negative alpha.

Can't believe B&TIJ got left off.

Side note - I'm slightly embarassed to admit that I didn't catch the awesomeness of your name until ~6 months of you posting on here. It now makes me chuckle every time.

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Posted by BennyAndTheInkJets

Middle of a layover

Member since Nov 2010

5607 posts

Posted on 10/19/12 at 4:24 pm to TheHiddenFlask

quote:
Side note - I'm slightly embarassed to admit that I didn't catch the awesomeness of your name until ~6 months of you posting on here. It now makes me chuckle every time.

When people see it they think I hate Bernanke. Absolute opposite, absolutely love that guy. He's been the only real leader this country has had since 2005, and saved us from the brink of disaster. I could go into all the reasons he's set the country up to succeed given our structural problems but that would be an essay.

Got to give credit where credit is due, Tyler on ZH was the author of the name in one post like 3 years ago. Only said it once in the middle of a long winded rant and never again but as soon as I saw it, it stuck.

This post was edited on 10/19/12 at 4:31 pm

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Posted by greenhead11

Member since Feb 2012

923 posts

Posted on 10/22/12 at 1:16 pm to TheHiddenFlask

quote:
I'm usually an alpha hawk, but right now, I'm just trying to avoid negative alpha.

Yea Im at my highest cash allocation ive ever had... I feel even more compelled right now to chase alpha since I opted not to use the assets I had to help payful school. Thus my benchmark may as well be 6.8% - the rate at which the federal gov is freakin me with.

I am also simply am out of ideas. Not a whole lot I feel comfortable playing long- other then positions like KO & MCD that i'll likely hold forever. Definitely dont want to be long treasuries, being short has never worked for me. Real estate= my largest position

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