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As investors vacillated about the impact of developments in Greece, together with the uncertainty of strong fourth-quarter economic data possibly not carrying over to the first quarter, stock markets experienced two sharp sell-offs and two rebound rallies, limping to small gains on Friday but ending the week modestly down. Renewed fears over Greece’s debt woes and disappointing economic statistics tempered investor optimism for risky assts, triggering haven demand for government bonds and the Japanese yen. [...]
This week on Wealthtrack, Consuelo Mack sits down with Steven Romick, the founder and portfolio manager of the five star FPA Crescent Fund. Romick’s contrarian views and go anywhere, invest in anything style have put him in the top one percent of all money managers over the last decade and earned him a finalist slot for Morningstar’s new “Fund Manager of the Decade Award”. [...] More on this topic (What's this?) New ETF Filing: FlexSharesSM Morningstar Developed ex-US Markets Factor Tilt Index Fund (Wall Street Sector Selector, 1/19/12) The Ebb & Flow Of Style Analysis (Wall Street Sector Selector, 11/16/11) Morningstar Individual Investor Conference Jan 21 (Invest2Success, 1/20/12)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...]
The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead. [...]
In this post, James Montier, a member of GMO’s Asset Allocation Team, examines whether we learned anything from the market declines of 2008 and early 2009. The paper – his first since joining GMO from Société Générale – outlines ten of the lessons he believes not to have been learned. [...] More on this topic (What's this?) Sunday Night Readings (Scott's Investments, 11/13/11) Research Review | 11.7.2011 | Asset Allocation (Wall Street Sector Selector, 11/7/11) SocGen: 100 years of Market History in 3 Charts (for better investment decision making) (GreenLightAdvisor Views, 9/13/11) | ||||||||||||||||||||||||||||||||||||||||
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