Archives for September 2009

Monthly Archives: September 2009

Zebras vs. institutional portfolio managers

Zebras vs. institutional portfolio managers

The following analogy comes from Ralph Wanger, founder of the Acorn Fund (via Bill King): “Zebras have the same problem as institutional portfolio managers. “Firstly, both seek profits. For portfolio managers above-average performance; for zebras, fresh grass. “Secondly, ...
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Bill Gross Investing in Long-Dated Treasuries

Bill Gross Investing in Long-Dated Treasuries

Bloomberg reports that PIMCO's Bill Gross is exchanging his corporate bonds for longer-dated government securities out of concern for deflation. This is a theme that we have written extensively about during the course of the year. Bill Gross, ...
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Financial Services: Prospects for Your Future

Financial Services: Prospects for Your Future

In a lively discussion with Simon Johnson (MIT Prof, former Chief Economist, IMF), Lawrence Fish (former Chairman and CEO, Citizens Financial) deconstructs the near collapse of the banking system and points out the multiple factors that have contributed ...
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Fifty common mistakes traders make

Fifty common mistakes traders make

An interesting survey has just found its way into my inbox, courtesy of Ratio Trading. The survey of more than 500 experienced futures brokers asked what, in their experience, caused most traders to lose money. There are some ...
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Michael Moore Visits CNBC

Michael Moore Visits CNBC

Michael Moore pays CNBC a visit to discuss his views on the "legalization of greed", and his new documentary, Capitalism: A Love Story. A provocative interview in the US, but here in Canada, Moore's ideas are commonplace. Its ...
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Mortgage Resets: Have We Been in The Eye of the Hurricane?

Mortgage Resets: Have We Been in The Eye of the Hurricane?

We originally published the main body of this story in mid-June this year, and are reprising it now as the chart below from Credit Suisse's chart is making the rounds again, given there is talk that the monetary ...
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WealthTrack: Is “Mr Market” ahead of himself, or just catching up?

WealthTrack: Is “Mr Market” ahead of himself, or just catching up?

This week on Consuelo Mack WealthTrack three investment pros discuss their winning strategies. David Winters is the founder and portfolio manager of the Wintergreen Fund that invests eclectically and globally; Whitney Tilson is a value investor who runs ...
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Chart of the Day: Dow Jones vs. Monetary Base

Chart of the Day: Dow Jones vs. Monetary Base

The chart below comes courtesy of Andy Kessler and shows the strong relationship between the movement in the Dow Jones Industrial Index and the monetary base. The monetary base data is defined as the “sum of currency in ...
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Bonds & equities: Expect a major shift

Bonds & equities: Expect a major shift

This post is a guest contribution by Dian Chu*, market analyst, trader and author of the Economic Forecasts and Opinions blog. The S&P has skyrocketed 58% since its bottom in early March, while the Dow is up 50% ...
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Bored?

Bored?

Looking for something exciting to do on the weekend? Click play to view: Flying men with flying suit from Xavier on Vimeo. ...
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The Secret of Obama's Success

The Secret of Obama's Success

Obama's consistency is forever captured in photos in this amazing video montage: Click play to view: Barack Obama's amazingly consistent smile from Eric Spiegelman on Vimeo. Hat tip: Steve Rubel ...
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Canada on the Cusp of Something Big - Forget about inflation for now

Canada on the Cusp of Something Big - Forget about inflation for now

Canada is on the cusp of something big. A boom in commodities means Canada will outperform the US over the next decade. Our recovery and upward trajectory is tied to global demand coming from China and India, and ...
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FOMC Policy Statement – nature of incoming data allow Fed to wait and watch

FOMC Policy Statement – nature of incoming data allow Fed to wait and watch

This post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The tone of the policy statement and details are largely close to expectations. The federal funds rate was left unchanged at 0%-0.25%. The statement ...
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Doug Casey on Gold

Doug Casey on Gold

Doug Casey is an American free-market market economist, financial author and entrepreneur. He has been writing a monthly investment newsletter, the International Speculator since 1979 and I always find his ideas quite refreshing. He is also somewhat of ...
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Technical Talk: Is S&P 500’s price reversal significant?

Technical Talk: Is S&P 500’s price reversal significant?

The comments below were provided by Kevin Lane of Fusion IQ. Yesterday’s intraday sell-the-Fed-news price reversal on the S&P 500 stalled at the area (S&P - 1,079 to 1,106 area) where the index really accelerated its 2008 sell-off ...
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