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.........But First, A Word From Our Sponsor.......... Announcing EverBank Wealth Management, Inc. It's another great day for the EverBank family of services. We're delighted to announce the launch of a new wealth management company offering global investment advice through a personalized approach...
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Where Is All that Greek Gold? The Greeks Write Back The Euro and a Conspiracy of Hedge Funds So Where's the Inflation? No Help for Homebuilders The Singularity, San Antonio, Home, and Addictions The economy grew in the fourth quarter by 5.9%, the most in years. The adjusted monetary base is exploding...
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I had the pleasure of conducting a most fascinating interview with the senior writer at the Wall Street Journal and author of " The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History ", a book that goes well beyond its title or...
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Hedge funds continue to make headlines, and most of them are not good. The big insider-trading case involved a hedge fund firm, and news stories indicate the investment process of the firm was to get an “information edge” that apparently included insider information on a regular basis. Forbes...
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Hedge funds used to occupy a small, obscure part of the investment world. They were out of the public eye; few investors even knew about them. Regulators ignored them, as a matter of law. Gradually hedge funds became more prominent. A few of the pioneers of the business became billionaires, drawing attention...
Posted to
Retirement Watch
by
Bob Carlson
on
07-23-2009
Filed under:
Filed under: Carlson, Bob Carlson, financial crisis, stock, stock market, investments, market timing, modern portfolio theory, portfolio theory, market indicators, hedge funds
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IN THIS ISSUE: Obama Endorses Global Regulation For U.S. Quotes From G-20 Communiqué This Just Cannot Be True, You Conclude FSB Will Be a Giant Bureaucracy - How Will They Fund It? Is There Any Reason To Think It Won't Happen? Conclusions – Could This Really Happen? Introduction President Barack...
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IN THIS ISSUE: 1. The $50 Billion Bernard Madoff Ponzi Scheme 2. Bernard Madoff’s Career History 3. The Money Management Arm Of Madoff 4. Madoff’s Supposed Investment Strategy 5. How Could Regulators Have Missed This One? 6. Lessons To Be Learned From The Madoff Fiasco...
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Can the credit crisis get any worse? In this week's Outside the Box my London partner Niels Jensen shows that it indeed can. Banks, and mainly European banks, have large exposure to emerging market debt of all types through both sovereign, corporate and individual loans. Just as banks have had to...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-10-2008
Filed under:
Filed under: The Fed, Credit Crisis, Hedge Funds, Recession, The Dollar, Niels Jensen, Credit Default Swaps, Deleveraging, Absolute Return Partners, Yen, Europe, European Banks, Emerging Economies, Iceland
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Economics This Week’s Data Weekly jobless claims were unchanged versus expectations of a 3,000 decline. I neglected to include the third quarter personal consumption expenditure index (PCE) in yesterday’s GDP report. Third quarter PCE rose 4.2% (annualized rate) in line with estimates; core...
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The Morning Call 10/27/08 Economics This Week’s Data Other A look at hedge funds: http://www.economist.com/finance/displayStory.cfm?source=hptextfeature&story_id=12465372 A not very positive view on consumer spending: http://calculatedrisk.blogspot.com/2008/10/fed-researchers-on-predicting...
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Warren Makes a Bet It's All About Values Hedging Your Bet Mean Reversion of National Wealth New York, Las Vegas, and Sweden The Sage of Omaha made a bet that was written up in a recent Fortune magazine article. Basically, Warren Buffett bet that the S&P 500 would outperform a group of funds of...
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IN THIS ISSUE: Recent Market Volatility Difficult To Navigate Scotia Partners, Ltd. – Our Latest Find A Leveraged Long & Short Equity Strategy, With A Twist Impressive Results In Recent Volatile Market Environment Hedge Fund-Like Strategy For Only $25,000 Introduction Over the last year or so, we...
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This week we will look at what will be a fairly controversial essay by good friend Michael Lewitt of HCM. In light of today's speech by Treasury Secretary Henry Paulson of the re-organization of the regulatory system in the US, Michael suggest we look at what the real problems are before we begin...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-31-2008
Filed under:
Filed under: The Fed, Private Equity, Michael Lewitt, Hedge Funds, Subprime, Recession, The Dollar, SIV, Financial Regulation, Henry Paulson, Financial Reform
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.........But First, A Word From Our Sponsor.......... Concerned about stock market losses and a weakening U.S. dollar? Start feeling better today—by looking globally. At EverBank®, we make diversifying globally simple and convenient with currency CDs and money market accounts. Open one today to start...
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What really happened last August? There was blood in the street for many hedge funds, while others did ok. But in this week's Outside the Box, Jon Sundt from Altegris Investments (and my US partner) dives you the behind the scenes details of what was going on inside the trading rooms of various quantitative...