1970s Crisis - Is It The Same This Time?

Well, what a year it's been… High street banks in crisis, investment banks closing their doors, 'experts' pointing fingers, ... asset allocation. This is the split between growth [more...]

Date: 2008-12-25 11:22:45

Blog posts (117) | Videos (92)
 

Investors wary of equity, MF tax saving schemes

Many people start thinking about tax planning only after the New Year ... or two could be a huge mistake. If you have invested in ELSS as part of your asset allocation plan [more...]

Date: 2009-01-13 12:17:00

The losses of a Money Magazine portfolio

#fullpost{display:inline;}Today's front page WSJ story Big Slide in 401(k) ... followed their advice back on the first day of 2001.This is based on the last asset allocation provided [more...]

Date: 2009-01-08 17:28:00

401K/IRA/Retirement Account 2009 Reallocations

We did some minor allocation shifts for 2009. The idea was to shift between funds so as to reach a 40-45-15 split among domestic, international, and bond funds respectively, a slightly more aggressive portfolio compared to our 2008 allocation of 40-40-20 between those asset classes. Within our bond portfolio, the long-term bond funds [more...]

Date: 2009-01-12 22:47:01

Sunday Morning "Talking Heads" 1-11-2009

George WenschhofBioThis Sunday will mark nine days until Inauguration Day and this morning will feature the incumbent President George W ... Troubled Asset Relief Bill (TARP) of which 350 Billion remains to be allocated by Congress. The biggest ... Recovery and Reinvestment Plan which could reach a price tag of 1 Trillion.Sure to also receive [more...]

Date: 2009-01-10 12:00:00

Customer Experience with innovations in network services

Organisations are facing unprecedented challenges in the given economic environment ... their asset base, their capabilities so as to provide Software Services on network and connected ... and allocation of computing power and thus enabling QoS based computing resource availability [more...]

Date: 2009-01-13 11:29:53

PE Fund-Raising Declines for First Time Since 2003

Sabrina Willmer, of Private Equity Analyst, files this dispatch on one body blow private-equity firms have taken from the financial crisis ... their private-equity percentage allocation targets because of the marked decline in the stock markets. “ ... over-weighted in the asset class,” said Donn Cox, managing director at LP Capital Advisors. “ [more...]

Date: 2009-01-09 18:27:00

Shame on Barney Frank - Democrats No Help To Foreclosure Victims Either

I have written here on BiggerPockets extensively on the complete lopsidedness of the banking bailout and how the preference was given early on to ... the Trouble Asset Relief Program (TARP), funded it with $750 Billion of which about $350 Billion still ... counterparts. The first allocation of the assistance or about $300 Billion, focused clearly on the [more...]

Date: 2009-01-10 16:00:59

The Best Stimulus Right Now?

Writing in the Wall Street Journal on December 23, Robert Lucas expresses approval of the Fed’s latest reduction of its target range for the Federal ... assets (the banks’ collateral securities) for a riskless asset (deposits at the Fed), thereby ... controls on the operation of individual businesses, and no government role in the allocation of capital [more...]

Date: 2008-12-30 18:05:21

Make your MF portfolio a long term plan

Over the last few days, there has been a growing consensus on the fact that asset classes are set for a free fall ... at a combination of products to minimise risk. While the percentage of allocation for each scheme ... can be considered by a larger segment as portfolio components.Here are some of those options: Debt allocation [more...]

Date: 2009-01-11 15:51:00

Friday…More newspaper cuts, and budget cuts spur community responses, and a Toby Friday

The Rocky Mountain News is the latest newspaper up for sale. E.W. Scripps Co. (SSP) ... for the management of a company to make when it has owned an asset for 80 years,” said Barry Lucas, analyst ... Alliance Action Network, The next stage of budget negotiations related to allocations to the State [more...]

Date: 2008-12-05 16:17:00

Mean Street: The Secret of My Investing Success

The most skeptical investors I ever met were Wall Street equity capital market professionals– the ones responsible for pricing IPOs ... and two funds managed for Vanguard by Primecap, a West Coast asset manager. Some Vanguard investors ... does an active management skeptic like me outperform with index funds? Mostly luck in allocation [more...]

Date: 2008-06-05 12:31:06

BERNANKE IS THE BEST STIMULUS RIGHT NOW

The Federal Reserve's recent lowering of interest rates was welcome, but it was also received with skepticism ... , safe asset -- adds to supply of "quality" and relieves the perceived need to reduce spending ... of individual businesses, and no government role in the allocation of capital across different [more...]

Date: 2008-12-30 13:21:55

Risk Strategy In Uncertain Times

You always hear people quoting the great Warren Buffet, "Buy when there is blood in the streets." But today's investment climate seems to be different than anything we have ever seen before. Should we still be buying, or is now the time to go ultra-conservative? What about something in between? At this point who honestly knows? [more...]

Date: 2009-01-08 02:13:42

Could the Satyam/PwC fraud be the visible part of an iceberg? Where are India’s “Generally Accepted Accounting Principles”? Isn’t governance rather poor all over corporate India? Bad public finance may be a root cause

  In a March 5 2007 article in The Statesman, I said: “Our farmers are peaceful hardworking people who should be paying taxes and user-fees normally but should not be otherwise disturbed or needlessly provoked by outsiders. It is the businessmen wishing to attack our farm populations who need to look hard in the mirror – to improve their [more...]

Date: 2009-01-08 07:40:36

Refuted economic doctrines #1: The efficient markets hypothesis

Over at my blog, I’ve started a series of posts on economic doctrines and policy proposals that have been refuted or rendered obsolete by the ... in asset prices on the basis of past movements, in the manner supposedly done by sharemarket chartists ... . The strong version, which gained some credence during the financial bubble era says that asset prices [more...]

Date: 2009-01-03 02:06:27

Agile investing?

I’m a big fan of Agile methodologies, an example of which is Simplicity in Extreme Programming: ... all, if you can’t work out the value of an asset it seems obvious that that asset is too complicated. It’s also ... this apply to my personal investments? I’m carefully considering whether any aspects of my asset [more...]

Date: 2009-01-12 15:31:01

Investor danger: psychology of loss is worse than the pain

by Philippa Huckle, Sunday Morning Post, January 23rd, 2005We all suffer from loss aversion - the psychology of giving more weight to losses than to gains. And we are hard-wired against danger in the form of a genetic phenomenon, otherwise known as the fight or flight response. For investors, this survival instinct has important consequences [more...]

Date: 2009-01-13 06:09:00

Review Your Portfolio

Today's article comes courtesy of frequent contributor Dave Van Knapp. His site, SensibleStocks.com, is chock full of clear-headed ways to pick stocks and explains the oft-unappreciated role of dividends. As a bonus, Dave publishes one of the industry's simplest timing outlooks. Enjoy! [more...]

Date: 2009-01-08 03:31:03

The Enterprising Investor’s Guide 1-12-09

The price-to-peak earnings multiple fell back to 10.0x as of Friday’s close. In the first full week of trading in 2009, the tentative year-end rally came to a screeching halt as the S&P 500 dropped 4.5 percent. From a macro-economic standpoint, there is little doubt that at least the first half of 2009 will be a very challenging, [more...]

Date: 2009-01-08 17:10:16

The Inflation Factor

The Inflation Factor Doug Short is a retired IT manager and lifelong investor with a Duke Ph.D. and a prior career as an English Professor at North Carolina State University. In the mid-’80s I was seduced by IBM microcomputer technology and spent many years with Big Blue before finally settling on IT management in a Big Pharma company, [more...]

Date: 2008-12-16 16:09:38

How Much Does the Stock Market Actually Return?

This post is graphics-intensive. To see the entire thing, you may have to click the “more inside” link. The recent market turmoil has the naybirds out in force, and they’re decrying the long-term viability of stocks. I think this is nonsense. Though I try not to be dogmatic around here, today is an exception [more...]

Date: 2008-12-16 13:00:35

The Citi Never Sleeps - Only its Board, Risk Managers and Regulators

The Citigroup of the past decade is THE shining example of an array of costly failures: accounting policies; business strategies; management compensation schemes; risk management practices; and Government policies. And now we see that Citigroup is doing badly; more badly, in fact, than many thought likely. Rubin is out. Smith [more...]

Date: 2009-01-08 16:07:45

Market Declines Offer Long-Term Buy Opportunities for the Strong of Stomach

The scope of global stock market declines in the past year appears to be offering investors a very attractive long-term buying opportunity, ... in times of crisis, it is always far better to make needed asset allocation adjustments when markets ... asset allocation strategy, which didn’t have the tactical flexibility to buy on weakness [more...]

Date: 2009-01-06 10:10:31

Dedicated Web Hosting : The Executive Summary

What is Dedicated Web Hosting? Dedicated web hosting can alleviate the need to share hardware or software with any other sites or web pages ... on the software and application updates necessary to maintain the dedicated web server and keep it running in its most optimal configuration. Increased reliability is another major asset of dedicated server [more...]

Date: 2009-01-14 05:54:28

Jonathan Murray: Surviving on 85 percent

No, not the Jonathan Murray who created The Real World and Road Rules. THIS Jonathan Murray can actually improve your life. When he isn't working as the daily financial analyst on WBAL Radio or appearing on WBAL TV, he contributes to The Today Show, MSNBC and Fox Business News with his twin brother, David, [more...]

Date: 2009-01-09 21:09:09

Views on the News - 1/10/2009

NO MORE BAILOUTS! – eventually we have to learn from our mistakes from the last bailout / stimulus package: ... s $700 billion Troubled Asset Relief Program (TARP). Presented to Congress in September 2008 in the vaguest of terms in a three-page proposal, the TARP was sold to lawmakers as a desperately needed asset [more...]

Date: 2009-01-12 01:09:14

Outspoken Fed Critic Taylor Coins ‘Mondustrial Policy’

Stanford Professor John Taylor has coined a new, unflattering term to describe the Federal Reserve’s approach to managing the financial crisis: ... . Its strategy is to target specific markets in distress — from commercial paper to asset backed securities [more...]

Date: 2009-01-05 11:32:00

The Implications of A Down Market on My Asset Allocation

asset-allocation-graph In late 2008, I did some reshuffling of my portfolio to take advantage of the down markets ... is that I am now significantly low in the fixed income component of my asset allocation (see below). the-dividend-guy-asset-allocation-january Click to Enlarge I think that this was a prudent risk to take [more...]

Date: 2009-01-12 11:00:02

IRC Subchapter K - Partners and Partnerships

Below is Subchapter K of the Internal Revenue Code.  Most hedge funds are taxed as partnerships and we discuss some of these provisions from time to time on this website.  Please let us know if you have any questions on hedge fund tax or if you would like to start a hedge fund.  § 701. Partners, not partnership, subject to tax [more...]

Date: 2009-01-14 17:08:32

GOPUSA ILLINOIS Daily Clips - December 17, 2008

GOPUSA ILLINOIS Daily Clips for December 17, 2008 includes news and commentaries on the following topics: Republican Party candidates, elected officials, party leaders, and events Republican Party platform issues including promoting a strong national defense, respect for the rule of law, individual responsibilitiy, traditional values, [more...]

Date: 2008-12-17 16:22:23

Lucas: Monetary Policy Can Still be Effective

Robert Lucas says monetary policy can still effectively stimulate new spending even though the target interest rate is already at or near zero, and that monetary policy is preferable to fiscal policy: Bernanke Is the Best Stimulus, by Robert E. Lucas Jr., Commentary, WSJ: The Federal Reserve's lowering of interest rates last Tuesday was .. [more...]

Date: 2008-12-23 10:07:00

Does Value Investing Lead to Fraud?

Does Value Investing Lead to Fraud? Posted by Davy Bui on January 10th, 2009 in Book Reviews, Gurus Jason Zweig’s latest article in the WSJ piqued my interest.  The subject du jour is J. Ezra Merkin, a name I first encountered during my recent study of the new edition of the absolute investment classic, Security Analysis, 6th ed [more...]

Date: 2009-01-09 05:46:27

The Stock Market Crash Predicted by a Rumford Native

Jay Carrier, formerly of Rumford, wrote this article in January 2007.Were you sick to your stomach back in 2003 when the stock market dropped more than 40%? I bet you were!It’s been 7 years since the beginning of 2000 when the stock market began its nauseating roller coaster ride which left investors worried sick [more...]

Date: 2009-01-12 02:50:00

Some Really Dumb Ideas

Every so often, and especially at this time of the year, you read or hear about someone predicting the stock market's performance based upon some really lame set of events. For example: The direction of the stock market on the first few days of the year - the stock market will move in the same direction for the yearWho wins the superbowl - " [more...]

Date: 2009-01-12 02:31:42

How To Make Money through Investment

Listen to this article As a result of the global financial crisis ravaging the world, it is pertinent to proffer solutions to this breakdown ... (stocks of companies) will outperform other asset classes. However, individual stocks can clobber [more...]

Date: 2009-01-11 16:22:00

Words from the (investment) wise 12.28.08

Investors spent the holiday-shortened Christmas week in an un-merry mood, digesting more gloomy economic data and taking stock of a tumultuous 2008. With the S&P 500 Index and the Dow Jones Industrial Index down by 35.8% and 40.6% respectively for the year to date, many investors would be anxious to wave the old year goodbye [more...]

Date: 2008-12-28 12:31:33

CFA Designation: 1 Page Guide

CFA Designation 1 Page Guide to the CFA Designation Quick Links: Chartered Hedge Fund Associate (CHA) Chartered Alternative Investment Analyst (CAIA) ... , derivatives, venture capital, real estate, etc.), and Portfolio Management and Analysis (asset ... with the areas of investment banking, portfolio/investment management, and financial analysis of [more...]

Date: 2009-01-14 12:30:24

Should You Invest In Target Retirement Funds?

My company made Vanguard Target Retirement Funds available for our 401k accounts about two years ago ... to your position without having to worry about asset allocation and regularly rebalancing your portfolio ... . As the fund approaches the target retirement year, the fund allocation becomes more conservative — [more...]

Date: 2008-12-19 16:43:31

Simple Ways to Keep More of Your Money in 2009

This is a guest post from Trisha Wagner. Please take a minute to check out her bio at the end of this article. Did the state of the economy last year leave you wondering what 2009 might have in store for your finances? Are you, like the rest of the world, [more...]

Date: 2009-01-08 09:00:36

When Diversification Eludes the Investor

Many hard-working professionals in the investment business are now being unfairly scrutinized by investors in the wake of the world’s greatest heist ... of bear markets with virtually all asset classes devastated since late 2007.   Unfortunately, the Bernie [more...]

Date: 2009-01-08 14:35:24

International Imbalances: Measurement and Implications

Paul Kedrosky has observed that a statistical analysis (word cloud) of the American Economic Association session titles, or even of the papers, leads to the impression that the economics profession has been relatively uninterested in the ongoing financial and economic crisis [more...]

Date: 2009-01-13 00:00:20

BIG RISKS, BIG OPPORTUNITIES

The future is always unclear, and therein lies the chief source of risk in the investment challenge. The degree of risk isn't continuously steady. It ebbs and flows, like market prices and the careers of Hollywood actors. The fact that risk levels are dynamic suggests a connection [more...]

Date: 2009-01-12 13:20:42

My Net Worth Is Down Only 10% Since Its August 2008 Peak

So, how did I manage this remarkable accomplishment?  Let me tell you…. I have been tracking my family’s net worth for about eight months now.  May 2008 was my baseline starting point, and the family’s combined net worth increased throughout the summer [more...]

Date: 2009-01-10 18:13:54

The "one big lump" theory of your money

By Philip Brewer Don't get confused by the way your money's divided up. It might be split up into IRAs, 401(k)s, 403(b)s, 529 plans, and annuities. Separately from that, it might be invested in different things--stocks, bonds, real estate, and cash [more...]

Date: 2009-01-03 16:47:55

Quelle Surprise! Hedge Funds Had a Horrible 2008, Lost 18%

While no one hedge fund index is comprehensive. all the reports to date point the same way: the hedge fund industry lost its clients a lot of money in 2008. While you can blame the horrid results on the dreadful environment across a host of asset classes, a very real sense, the funds [more...]

Date: 2009-01-08 07:05:35

Announcing the Scrooge Strategy: Premium savings tips

Today I’m thrilled to announce something new called The Scrooge Strategy. In November 2008, I launched the Save $1,000 in 30 Days Challenge, where I offered ultra-tactical tips to save money and earn money using on credit cards, gas, automated savings techniques, and more. (See all the tips.) [more...]

Date: 2009-01-13 06:53:36

Looking To Invest Right Now? 5 Basic Investing Tips For Any Market

By Silicon Valley ... A lot of people have been asking me recently, is this the stock market bottom? Is it time to jump into stocks? ... for your stock allocation. Though this is a simple way of arriving at a ballpark stock allocation, you'll [more...]

Date: 2008-12-25 17:23:53

TU#119 - back from Florida and re-energized, as it were

Jump to CommentsTRADING UPDATEFrom Friday January 9th through Monday the 12th, my wife and I took some R&R in Florida, and since our computer had problems and we were never able to connect to the Internet, I wasn’t able to trade or even check in on the markets [more...]

Date: 2009-01-14 07:01:13

What Should You Do With Your 401k When You Get Laid Off

It’s tough losing your job. Unfortunately, it’s that much more possible in this economic recession. There are many things to do when you get laid off; one of them is deciding what to do with your 401k. When you are laid off, you have the choice of leaving the 401k funds in your current plan, [more...]

Date: 2009-01-12 15:07:00

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