A lot goes in to a 20% drop in a quarter.
On the other hand, cheese and grilled goat with Mark Spitznagel sounds like fun.
Even we think this is unfair to Cliff.
Cliff Asness & co. have crunched the numbers, and they’re the equivalent of several million gallons of cold water to the face and coffee at the same time.
Why are we still doing this dance with Big Cliffy when he's the only honest hedgie online?
Dan Loeb is probably not going RVing, but he and Izzy Englander would really appreciate it if you did.
Principles preserve primacy.
We hope Danny Rand's magical kung-fu hand is impervious to Asness rage.
Cliff is hashtag OVER it.