I have found that one key to longer term investing and swing trading is to vary your equity exposure as market conditions change. It sounds simple, but it is not so easy to get right. When you're doing well, it's easy to get over-exposed and ignore warning signs. It's also easy to become too pessimistic in downturns and miss the turn. I've found it helpful over the years to monitor the allocations of a couple of hedge funds whose managers write blogs. Many people are familiar with BetweenTheHedges. I have followed another guy for years, but he must remain unnamed as some bizarre issues have arisen and I am no longer comfortable sending people there. My question is what other fund manager blogs or sites are you aware of that provide some window into what they are doing?