Tag Archives: tradestream

FREE WEBINAR: Learn how to follow hedge funds more effectively

Join us this coming Monday May 9th @ 4pm ET for a free online discussion on the “5 Myths About Cloning Hedge Funds”. We’ve been following hedge fund replication strategies (what I call piggybacking) since the early days of this blog and back to 2009 on NewRules. It’s not only a topic I like to [...]

Free ebook: How to grow your advisory practice to be the next Ken Fisher ($40B AUM)

I’ve always looked up to Ken Fisher. Fisher has written a few essential investment books. He’s appears regularly on financial TV and investment mags. He’s also a billionaire (which helps the panache). But more than that, I’m impressed by how he grew his firm using cutting-edge marketing techniques. One of the largest investment advisors in [...]

The New New Advisor: 5 things financial pros are doing to make more $$ right now

Things are getting real interesting in the financial industry.  Brokers continue to become advisors, big advisors continue to grow, the lines between content and commerce continue to blur. While a few really *get it*, I’m not sure everyone is seeing the transformation occurring in the industry. In this spirit, here are 5 things financial firms [...]

Little books, big money: How Joel Greenblatt turned a hedge fund into a serious retail business

If you have been living in a cave the past couple decades, it’s possible you haven’t heard of Joel Greenblatt. I profiled him (briefly) in Tradestreaming.  In short, he’s one of the best performing investors in history, putting up 40% returns for something like 20 years. Greenblatt is a (not so) secret brand My perspective [...]

MarketPysch: Profiting from investor psychology and the Internet (podcast)

On Tradestreaming Radio, we’re interviewing lots of innovative entrepreneurs, investors, and researchers all trying to make investors better at what they do.  Check out our archives.  Subscribe on iTunes. From this perch, it seems like investors are witnessing a Renaissance of tools, data, and research that overlays investor psychology on 24/7 streaming content of the Internet. The [...]

10 reasons to write an investment book

Must like the cliche, writing a book is a labor of love.  Tradestream took me about a year from start to finish. And it’s true: Very few people make real money penning their investment ideas.  But that doesn’t mean writing an investment book is a losing endeavor. Here’s 10 reasons why you should write a [...]

Bull run in financial content just getting started

I’ve been writing about the financial content bull market from the early days on this blog through the publication of Tradestream last summer . Aggregation sites like Seeking Alpha (of which I was an early employee) are still ramping their content and even finding ways to remunerate their contributors.  With AOL scaling back resources in [...]

How financial firms are using social media (video)

Participation media is providing a fertile testing ground for financial services firms to test customer service, new forms of branding, and the building of communities. Corporate Insight, which recently released the report To “Friend” is the Trend: Social Media and Financial Services, has been analyzing the changes, struggles and opportunities facing the financial industry.  Here’s [...]

Learning from hedge funds’ billion dollar mistakes (podcast)

In this week’s episode of Tradestreaming Radio, we interview Stephen Weiss, author of the newish book, Billion Dollar Mistake: Learning the Art of Investing Through the Missteps of Legendary Investors. You can also find a full transcript of the show here. Weiss had a long-spanning career on Wall Street (Oppenheimer, Salomon, Lehman) where he covered [...]

Tradestreaming Radio (#5): The future of financial content, social media and investing

In this week’s podcast, we interview Mick Weinstein, head of content at Covestor, a new investment platform that allows investors to shop for investment advisor like shopping for Pez on eBay. Mick was previously editor-in-chief at Seeking Alpha.

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I’ve discussed Covestor and its do-it-yourself model at length both in my book, Tradestream, as [...]