Schwager. New market wizards

  • Stan druckenmiller. Started out as a bank and chemicals analyst. Focusing on what drives the stock. Dreyfus, soros. Breadth of markets. Be aggressive when you’re up.
  • Richard driehaus. You have to be willing to turn over your portfolio more frequently than the conventional norm to get superior performance. Comfortable with high PE. Buying on uptrends. Big high sell higher. Nietzche. What does not destroy me makes me stronger.
  • Blair hull. Wolf detectors. Unusual price moves in underlying of stock. Sudden increases in volume. Jump in implied volatility of out of the money options. In context of M&A on a short position