Category Archives: Venture Capital

DailySpeculations.com

DailySpeculations.com

DailySpeculations.com is Victor Niederhoffers blog. It started because he has long had an e-mail list named “the spec list.” He is the man who runs it but everyone from the spec list contributes to it. So what do they talk about? You might think that because it is called Daily Speculations and the owner of the site runs a hedge fund that it only deals with stocks and other tradeable securities but you would be wrong. DailySpeculations deals in stocks, bonds, futures, options, statistics, software, philosophy, literature, history, people. world events, etc. Basically Victor has a bunch of really intelligent people contribute whatever they feel like. The result for the most part a very insightful blog where you can learn something or at least get a different perspective on something almost every day.

So who is Victor Niederhoffer? If you have been trading for a long time you have heard of him. He was one of the most successful hedge fund managers for about 15 years ending in 1998 when he had a series of unfortunate events and a case of overleverage leading to his fund “blowing up” and the saying goes. He then came back and had a wonderful three year run but once again getting hit very hard back in August. A lot of people do not like listening to him because they don’t want to hear anything from someone who has blown up twice but there are a few reasons to read his writings. First if you have read his two books “Education Of A Speculator” and “Practical Speculation” you have learned a lot. You have learned to question and test everything if nothing else (and I would venture to say you have learned a lot more). Second is that you can look at the other fruits of his labor, namely that his shop has helped produce such trader legends as Monroe Trout, Toby Crabel, Roy Niederhoffer, and several other successful traders. So why has he blown up twice you might ask. I am not totally sure but I think it is probably the psychological aspect of trading that has gotten him and not his processes for finding trades. Basically a little overconfidence now and then when you are leveraged can wipe you out in a short time. Enough about Vic and back to the blog.

Here are some fairly recent insightful posts.
Vic on Practice
Levered ETF’s
Fired
Capitalism In Schools

These are illustrative of the types of writings you will find over at DailySpeculations.com It is a treasure trove of insights into all sorts of things. Go and read it and then go and read more of it. There is a lot of content and lot of good content.

Happy Blogging,
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ValleyWag.Com

ValleyWag.Com

ValleyWag.Com is a blog that is all things Silicon Valley. If you like tech gossip/news then ValleyWag should be one of your regular stops.

Being one of the bigger blogs in an area help out in that you get a lot of information from “insiders” whom you have never even talked to. Reading through the recent posts you can tell that ValleyWag hit critical mass long ago. Here is an awesome post showing where Larry Page one of the founders of Google lives using Google Maps using the Streetview feature. I wonder what he gives the kids on Halloween. Here is another funny post about The Next Internet Millionaire some of these are hilarious and kinda scary at the same time. And then here is another post that has exactly what you would expect from deep in the heart of the valley Someone actually using the Apple I-Phone before the actual launch.

Basically if it has to do with technology, venture capitalism, or anything else in Silicon Valley ValleyWag.Com is the place to see it first.

Happy Blogging,
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PaulKedrosky.com

Paul Kedrosky.com

Paul Kedrosky.com has been on my multiple times a day blog visiting list for a few years now. Paul comes from a Venture Capital background. Among other things he was an internet analyst in the early days of this great thing we call the internet. Basically he knows his %#$!.

But seriously the reason I go to his blog at least a few times a day is because he is just plain smart. In addition he has developed enough contacts that he also gets very timely business news. He writes a weekly column for TheStreet.com called Weekend Reading. I read it every week. He also regularly has funny articles poking fun at his fellow venture capitalists Top 10 Limited Partner Lies.

If you are into business, investing, technology, or investments you should be reading this blog. I do it every day.

Happy Blogging,
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