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 By Prieur du Plessis, on February 26th, 2010 posted in: Investment, Markets, Money  One comment so far
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?) Scheduled To Appear (Random Roger's Big Picture, 4/24/12) Asset Allocation is Difficult with Correlating Risky Assets (Value Investing, 5/4/12) Protégé Partners LLC on Asset Allocation (Value Investing, 4/27/12)
“As long as the Fed is going to make money free … it’s hard to find a short,” said blogger and FusionIQ CEO Barry Ritholtz. According to Yahoo Finance – Tech Ticker, he is not as bullish as he was last March when he called the market bottom, but Ritholtz is sticking with stocks. “The easy thing to do now would be to go to cash,” he said, “[But] I rarely find the easy trade is the one that makes you money.” [...] More on this topic (What's this?) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Emerging Markets: The Ultimate High Growth Investments (Investment U, 4/3/12) Investing in Emerging Markets with U.S.-Traded ADRs (Money Morning, 5/7/12) By Prieur du Plessis, on February 26th, 2010 posted in: Investment, Stocks Sorry, but comments are closed
Technical analyst Kevin Lane provides a short update on the key chart levels regarding the S&P 500 Index. [...] More on this topic (What's this?) Stock Market Volatility: How to Beat the Market at its Own Game (Money Morning, 4/17/12) Will the Market Ever Correct? (Expected Returns, 3/1/12) Target Funds: Good in Theory, Bad During Market Volatility (Investment U, 4/9/12) By Prieur du Plessis, on February 26th, 2010 posted in: Investment, Markets, Money Leave your comment
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...] More on this topic (What's this?) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12) New Study Finds That Spring Gets An Early Urban Start (Wall Street Daily, 3/15/12) The Big Picture For The Week Of March 25. 2012 (Random Roger's Big Picture, 3/24/12)
In this post, Charlie Rose sits down with Peter Orszag, White House Director of the Office of Management and Budget. [...] More on this topic (What's this?) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12) Blockbuster Could Collapse in 2010 (The Value at Risk, 9/7/09) OMB Raises 2010 Deficit Projection to $1.5 Trillion (Wealth Daily, 8/25/09) 
Source: Jeremy Nell, February 11, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail. |
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