How to Find Underpriced Opportunities in a Monetary Crisis
Regardless of what side of the inflation/deflation debate you're on, one thing is certain: false forms of value are being destroyed, and there is a " ... to rally as well. So what's this mean for other asset classes, like commodities? To answer ... the crisis as deflationary in nature, the asset classes most appealing to you will be as follows [more...]
Date: 2009-01-12 18:50:47
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Back to School
I came across this article “Six Lessons for Investors” from The Wall St Journal last week and didn’t have the chance to read it until last night, ... , even by experts. Never underrate the importance of asset allocation. Mutual funds with superior ... into alternative asset classes. Beware of financial innovation. Now, I’m no expert, but here’ [more...]
Date: 2009-01-14 22:27:07
Don’t Give Up on Gold
If you were counting on gold to boost your returns this year, chances are you’ve been cruelly disappointed ... and parcel of the global financial crisis would put downward pressure on virtually every asset class ... that gold, just like any other asset, produces the best returns when it is attractively priced [more...]
Date: 2008-12-02 15:36:14
Hedge fund industry reality
The tide has gone out for hedge funds. Many have indicated that they "feel" X% of the hedge fund industry will go under ... with justifying a 1-2% management fee and 15-44% performance fee, it has become more compensation class than asset class and has been for years for many. True sustainable alpha is rare. Here are [more...]
Date: 2009-01-11 18:51:32
Reality of the Hedge Fund Industry in 2009
The tide has gone out for hedge funds. Many have indicated that they "feel" X% of the hedge fund industry will go under ... with justifying a 1-2% management fee and 15-44% performance fee, it has become more compensation class than asset class and has been for years for many. True, sustainable alpha is rare. Here are some [more...]
Date: 2009-01-12 13:03:22
Saturday, Jan 10 LinkStuff
Weight 183.0 - I gained 3 pounds over the holidays which is unfortunate but to be expected ... investors. ABCs of Investing wrote about asset allocation and the reasons for owning different asset ... it out. Canadian Capitalist reports on asset class returns for 2008 - most of them weren’t good [more...]
Date: 2009-01-10 09:00:41
Hedge Fund Redemptions for November: $46 Billion
Given how dreadful September and October were for the vast majority of hedge funds, ... that there is an overhang of pending asset sales that may dampen upward movements in risky asset classes ... tracking its performance declining for a sixth month as economies in Asia and Europe joined [more...]
Date: 2008-12-11 05:48:28
Latin American mining congress
Latin America’s mining meets money annual meeting place – THE place for inspiration, deals and business ... metals as an asset class with investors from the George Washington University, the IFC, Sprott Asset Management, TD Asset Management, US Global Investors & more. Ministers from Mexico, Colombia [more...]
Date: 2008-06-07 18:24:10
Employment, Jobs Report, and Links
The market was doing so well until the ADP job report came out on Wednesday. Then all of a sudden, a decline of 270 points on the Dow! ... illustrative post of a pyramid that explains asset allocation! ABC have a follow up on reasons why you want to own different asset classes! Carnivals Bankruptcy and Debt Carnival Making Real Money [more...]
Date: 2009-01-09 14:00:56
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
Real Estate Market Case Shiller ETFs almost here
Getting closer to reality: Yesterday Bob Shiller's firm MacroMarkets announced that they've cleared the final approval for their exchange-traded ... Housing will provide investors with much needed access to the housing asset class, allowing ... , transparent, market based risk management solutions. Ongoing private sector innovation remains a vital [more...]
Date: 2008-10-02 16:00:55
Should You Invest During a Financial Crisis?
Written on 10/13/2008 by Michael Miles. Michael writes about personal growth, communication, and increasing personal wealth at Effortless Abundance ... and outperform every other asset class over time. Despite enormous social, political and economic ... with excellent track records of profitability and growth, strong management teams, excellent product [more...]
Date: 2008-10-13 17:58:05
$94 Million Refinancing Arranged by HFF for Luxury Manhattan Multifamily High-Rise
The New York and Hartford offices of HFF (Holliday Fenoglio Fowler, L.P.) ... conditions is a testament to the sponsorship of the Cornerstone team and their best-in-class asset,” ... of MassMutual with more than $10 billion in real estate assets under management including hotels [more...]
Date: 2009-01-13 13:04:18
Lost Principles
As the economic crisis continues to unfold, recently a sense of uncertainty has begun to pervade the market ... . First, market players discovered that the longest-lasting asset bubble in recent history was made ... and failing to identify some of the riskiest asset classes. As a result, investors and all other economic [more...]
Date: 2008-11-27 15:20:54
Funky Rebalancing
Funky Rebalancing In today's (web-only) edition of Madison's Capital Times, ... . We may be missing something, but this is either a poor explanation of the shift in asset allocation ... %. (For comparative purposes, though it isn't exactly the right benchmark because it reflects just one asset class [more...]
Date: 2009-01-09 22:57:59
Trade and the Mortgage Stupidity Index
After many hours making dozens of charts, I have hit upon a measure that truly reflects what happened in the U.S. credit market ... Index: Purchases of Mortgages by Asset-Backed Securities Issuers / GDP. Why? In my opinion two key underlying trends combined to make the housing bubble so special:1-Housing as an asset class [more...]
Date: 2009-01-03 15:40:00
A Slightly Different Perspective
I've been reading a bunch of posts recently suggesting that the VC model is broken. But guess what? It's always been broken ... with the venture capital asset class for the entire 22 years I've worked in this business and probably ... . (tags: lp vc) I don't buy most of Adeo's arguments in his presentation but I am not going to critique [more...]
Date: 2008-11-13 12:11:32
IMF Report: SWF Growth Could Hurt Dollar
The dollar could bear a big part of the adjustment to the growth of sovereign wealth funds, as global capital flows diversify out of U.S ... sovereign holdings will increasingly move out of U.S. Treasurys and into a more diverse portfolio — both by asset class and region, the IMF said in a chapter of its semiannual World Economic Outlook [more...]
Date: 2008-10-02 15:36:32
John Bogle’s Six Lessons for Investors
John Bogle had an excellent opinion piece in today’s Wall Street Journal titled Six Lessons for Investors. His lessons (along with my commentary) ... underrate the importance of asset allocation. 3. Mutual funds with superior performance records often ... , you’re still going to lose money. 5. Look before you leap into alternative asset classes. - It [more...]
Date: 2009-01-08 18:38:14
Get Out Now!
Get Out Now! By Andrew Bary, Barron's | 9 January 2009The bubble in Treasuries looks ready to pop, sending prices on government debt sharply lower ... , very expensive,"Mohamed El-Erian, chief investment officer of Pacific Investment Management Co ... may involve one of the safest asset classes: U.S. Treasuries. Yields have plunged [more...]
Date: 2009-01-08 16:52:00
Hedge Fund Due Diligence
There are some people worthy of blind trust with your money. They are the ones who: 1) seem to make money over time; 2) ... of great promotion over the past ten years that the hedge fund industry is an asset class - like stocks, bonds or real estate - hedge funds (yours and mine) are still only private investment pools [more...]
Date: 2008-12-22 16:30:25
iShares Canada's New Portfolio ETFs - How Do They Stack Up?
Wealthy Boomer's Jonathan Chevreau recently reported that iShares Canada has launched four new ETFs made up of a collection of iShares ETFs in different sectors and asset classes. The intent is apparently to provide one- or two-stop shopping ... Portfolio Builder Fund which is quite conservative with a high proportion of fixed income at around [more...]
Date: 2008-11-24 21:15:00
Why Shorting Treasury Bonds Might Just Be Too Obvious
US Treasuries are in a bubble, making them ripe for shorting. But that trade is too obvious, says Justice Litle ... management firms may be parking their dollars in short-term Treasuries as a conservative move ... for the privilege. As 2008 draws to a close, USTs are an asset class with no yield to speak of… microscopic [more...]
Date: 2008-12-23 18:49:37
Emotion and Validation
1. I think emotion is predictable, that is certain kinds of emotions lead to certain kinds of outcomes and mass consequences ... out the national mood and served it too well. The safety cocoon mentality has been dealt a major blow since 2005/2006 and won't recover for a good while. Every normal asset class in developed and developing [more...]
Date: 2008-10-08 05:11:52
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
Nine Surprises For 2009
In the spirit of Byron Wien, who every year releases a list of surprises to expect during the coming year, I submit my own surprises for 2009:1 ... out for months during the Energy Bear market, Matt Simmons is finally located in Carthage, Illinois and beaten ... by the mob.7. Hedge Funds admit that Hedge Funds are not a separate asset class. “We just go [more...]
Date: 2009-01-12 20:18:00
Insurers Plunge On Investment Losses; Regional Banks Fall On Div Risk
INSURERS PART OF FORCED DIVESTITURES The efforts by Hartford Financial Services (HIG) ... to the commercial assets; among large insurers, it’s portfolio has the greatest exposure to the asset class. Other insurers, such as Genworth Financial (GNW), which has traded below $1 a share on Friday’ [more...]
Date: 2008-11-21 18:41:49
Uncertainty vs Risk in Real Estate
In today’s uncertain economic climate, people tend to throw out any form of risk management and opt for “safe” investments, ... , and Management risks. Certain market areas such as Boston, NY, and some West coast cities are highly ... and risk are associated with all asset classes, including Real Estate, and can be managed and optimized [more...]
Date: 2008-11-20 15:32:15
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
Excerpted From Alchemy Live! Feed 1/14/09
10:53 What Anthony said earlier is true -- it's hard even to get a taste for the short side after what we saw yesterday ... What isn't getting wasted? Treasury Bonds, the asset class the cover story hog at Barron's pronounced dead ... ? Was that it? marone. Where's the edge? There isn't one right now. We get oil inventory at 10:30 [more...]
Date: 2009-01-14 16:08:48
December 2008 Investment Portfolio Update
I’ve been trying to re-balance my portfolio using my recent 401k contributions, but I ran into some speed bumps, so here is a brief interim update. [ ... 9/08 Portfolio Breakdown Retirement Portfolio Actual Target Asset Class / Fund % % Broad US Stock Market 27.7% 34% VTSMX - Vanguard Total Stock Market Index Fund DISFX - Diversified [more...]
Date: 2008-12-09 22:48:21
Why You Must Include Gold In Your Portfolio For 2009
Gold bugs have suffered one of their worst years in history, says Keith Fitz-Gerald ... asset class at the same time. And that includes gold. As we’ve seen in the last few months, during ... to realize that gold, just like any other asset, produces the best returns when it is attractively [more...]
Date: 2008-12-02 14:01:25
Tax Management, One Dollar Home, DIY Haircut @ The Carnivals
The last couple of days have been nuts for us harried investors ... , maybe doing some portfolio adjustments like adding some new asset classes to our portfolio, and even ... A Company Can Make More Money Through Tax Management @ The Financial Blogger Credit Cards Are Excellent [more...]
Date: 2008-09-17 16:48:22
Much Ado About Hedgies
One of the great non-issues of the art market has been the assumption that hedge fund buyers would change the market by bringing their hot-money ... that do not seem obviously linked. What other asset classes will be a harbinger of price stability [more...]
Date: 2009-01-15 00:00:45
Good-bye 2008: Wish We Never Knew Ya!
Much like an embarrassing family member or friend, or humiliating past pictures taken of you in a ridiculous outfit or pose, ... had its worst year since 1931 and every asset class you can think of was bludgeoned with the heavy club [more...]
Date: 2009-01-02 14:30:56
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
Investing Rules Learned from the Bernard Madoff Scandal
The Bernie Madoff scandal is a sad case of the lack of care by the investing public ... have a diversified asset allocation! Spread out your wealth with stocks, bonds, savings, real estate ... investment for the future? Diversify Across Different Asset Classes - This is so important [more...]
Date: 2009-01-12 14:00:53
Plunging oil prices may hamstring region’s bold sustainability plans
By Michael Burnham Greenwire: Middle East officials are vowing to press ahead with ambitious sustainable development projects despite the global ... funds from the asset class, the World Bank noted. Bahrain, Kuwait, Oman, Qatar, Saudi Arabia [more...]
Date: 2008-12-17 21:05:33
UTI woos overseas Indians with new gold, equity-based fund
Even as the world grapples with a financial crisis, ... asset classes that they can add to their portfolios," Harsha Upadhyay, fund manager and vice-president of UTI Asset Management Co, said in the statement. "If one of your primary objectives is to earn [more...]
Date: 2008-10-27 11:38:09
Stocks, Age and Asset Allocation
Hi All, This posting is about age and asset allocation ... this is stocks have historically outperformed other asset classes. So, when young people put their long [more...]
Date: 2009-01-08 19:26:56
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
It's 10 PM At Night - Do You Know Where Your Leverage Is?
It's 10 PM At Night - Do You Know Where Your Leverage Is? ... economic impact of its use. Ask ten asset managers how they measure the use of other people's money ... a disproportionate exposure to a particular asset or liability class. Leverage can vary by strategy [more...]
Date: 2009-01-03 19:21:26
Resource War, Investing in Demographics, Bottom for Stocks and Gasoline, Fund Managers and More!
by Addison Wiggin & Ian Mathias Russian dispute turns into European crisis… the first days of a coming resource war? ... their favorite asset class for 2009… but can you trust them with your money? J.W. Burritt [more...]
Date: 2009-01-06 18:46:45
Today's Market Performance
Below we highlight the 1-day, 5-day and 1-month performance of key ETFs across all asset classes. The S&P 500 tracking SPY ETF was up 2% today, but it's only up 0.56% over the last 5 days ... , causing gold bugs around the world to scratch their heads. Finally, fixed income ETFs were down [more...]
Date: 2008-06-05 21:52:12
Deals of the Day: Dow Chemical Ready to Sue Kuwait For Breakup Fee
Deals of the Day, compiled by Stephen Grocer and Heidi N ... the day at http://blogs.wsj.com/deals. The Game Who will succeed Morgan Stanley’s John Mack? Two ... , but while the global outlook for the asset-class is bleak, some credit analysts are optimistic [more...]
Date: 2009-01-06 12:52:35
Implications of Repricing of Dollar Denominated Assets
In the wake of global financial events, a couple of articles have caught my attention in terms of implications for the dollar ... of the rich and middle class across Asia. ... The asset management operations of American banks [more...]
Date: 2008-09-18 15:28:16
Gold, Not so Golden in 2008
Gold It’s been a terrible year for most major asset classes — stocks, real estate, hedge funds, and commodities ... market turmoil because for much of the year, gold was as much a part of the craze as any other asset [more...]
Date: 2008-12-26 16:07:07
Recent Key ETF Performance
Below we highlight the daily, weekly, and monthly performance of key ETFs across all asset classes ... didn't fare any better. The oil tracking ETF, USO, was down 10.68%, while DBC was down 5%. Over the last month, ETF returns have generally been positive, although the S&P 500 tracking SPY ETF [more...]
Date: 2009-01-07 23:23:00
THE FINTAG NEWSLETTER @ 07 November 2008
FINTAG COMMENT Mates Rates. So Asian imported inflation is no longer a cause for concern? ... when it could be cheaper tomorrow? That is why equities are a dead asset class for the long only [more...]
Date: 2008-11-07 08:25:09
Boom! Nortel Files for Bankruptcy Protection
While not surprising given the speculation, it is still a stunning development that Nortel has, in fact, filed or bankruptcy protection ... its Canadian units will seek court protection later today. So, what now? Are we looking at an asset sale ... s dedication to delivering world-class solutions and services to customers.” Technorati Tags [more...]
Date: 2009-01-14 14:14:52
