THE FINTAG NEWSLETTER @ 14 January 2009

FINTAG COMMENT Junk. Interest rates are nearly zero; equities, real estate, ... asset with a high probability that you will lose your capital is an ideal strategy if there is a good ... of distressed debt funds is being driven by asset allocators who have lost a lot and want to make a quick buck [more...]

Date: 2009-01-14 11:53:57

Blog posts (14) | Videos (3)
 

Put the (Nuclear) Winter Coat Away

The first day back into my office brought that always cheerful Venturewire update right into ye ol Inbox. Doom. Gloom. Death. Destruction. Vermin ... water produced gets lost on the way to the tap. A December 2007 Sustainable Asset Management study ... companies. Kneebone (Toronto) – Kneebone Inc. offers proprietary software and related services [more...]

Date: 2009-01-06 21:38:31

BlueBay to close EM fund

BlueBay Asset Management is to shut a $1.2bn hedge fund after it lost a third of its value in three weeks and its portfolio manager resigned after valuation guidelines were breached, the UK-based [more...]

Date: 2008-11-28 05:45:23

Reader Mail #68

I liked this article. The financial industry has lost nearly $1 trillion in market capitalization in the past year ... discount to its Net Asset Value. For a regular mutual fund, shareholders may redeem/purchase shares. The Net Asset Value must be fairly calculated, lest shareholders be cheated by people purchasing [more...]

Date: 2008-10-30 16:00:00

Understanding and Identifying the Winners of Tomorrow

My friends Fred and Howard each penned "Lost Decade" posts that offered valuable perspectives on who the winners of tomorrow might be ... (Asset Turnover) and Leverage. This decomposition of ROE is commonly called The Dupont Formula ... commoditized (so high margins were still available), but were also very asset intensive [more...]

Date: 2008-11-23 23:29:16

Hedge Funds: the bell tolls for Ospraie

A few weeks ago, I said I thought the volatility in commodity and currency markets smelled like panic ... to raise capital is by seeking a buyer for its asset management business, which would include ... to investors from the Ospraie's founder Dwight Anderson, the fund lost 26.7 percent during August, bringing [more...]

Date: 2008-09-03 22:04:41

in Investing With everyone tsk-tsking the Madoff scandal -- the amount lost, the after-the-fact obviousness, ... -- at least, when compared with the heavy lifting of equity research. The asset management ... assets group, private wealth management, (even retail brokerage) have access to these funds [more...]

Date: 2009-01-10 18:32:35

Vast Underinvestment in Due Diligence

With everyone tsk-tsking the Madoff scandal — the amount lost, the after-the-fact obviousness, ... at least, when compared with the heavy lifting of equity research. The asset management ... , there are 3 separate divisions that do so: Asset Management, Investment Banking, and Institutional [more...]

Date: 2008-12-19 12:30:18

Vast Under-Investment in Due Diligence

With everyone tsk-tsking the Madoff scandal — the amount lost, the after-the-fact obviousness, ... at least, when compared with the heavy lifting of equity research. The asset management ... , there are 3 separate divisions that do so: Asset Management, Investment Banking, and Institutional [more...]

Date: 2008-12-19 12:30:18

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

Dow Plunges Below 9,000 Points

The Dow plunged below 9,000 points today as the credit crisis continued to cause devastation in the markets ... lost over a third of its value since then. The index was dragged down by General Motors (NYSE:GM ... Hellwig, senior vice president at Morgan Asset Management, in Birmingham, Alabama. "You've got investors [more...]

Date: 2008-10-09 19:39:42

Don’t get lost

A GPS tracking unit is a device that uses the Global Positioning System to determine the precise location of a Fleet Tracking, person, ... nationwide realtime Automatic Packet Reporting System (APRS) since 1982. Usually, a Fleet GPS Tracking ... or other asset to which it is attached and to record the position of the asset at regular [more...]

Date: 2008-11-06 18:20:33

US not certain of avoiding Japan-style 'lost decade'

By Stephen RoachPublished: January 14 2009 02:00 Last updated: January 14 2009 02: ... systems stemming from egregious risk management blunders. Both were victimised by a reckless lack of oversight - regulatory failures, misdirected rating agencies, and central banks that ignored asset [more...]

Date: 2009-01-14 13:58:00

$75 Billion Needlessly Lost in Hasty Lehman Bankruptcy Filing?

There is a piece I regard as truly odd in the Wall Street Journal tonight ... Bank, the sale of the asset management operations) would raise $10 billion, perhaps more, and allow [more...]

Date: 2008-12-29 06:11:28

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