Andy Mayo - Seeking Alpha 'Andy Mayo' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/andy-mayo Better ETF Performance From Funds Based on Proprietary Index Methodologies? http://seekingalpha.com/article/58929-better-etf-performance-from-funds-based-on-proprietary-index-methodologies?source=feed 58929 Growth stocks outperformed value in 2007. Did the ETFs based on newer, proprietary index methodologies produce better results for growth stock investors during the volatile, last half of the year than their traditional peers, Russell and MSCI Barra?

Two providers of the new proprietary index methodologies are PowerShares and Morningstar, sold through iShares. Did their growth funds produce better results? Looking at four large cap and four small cap growth funds in both index categories, the results are mixed.

]]> Thu, 03 Jan 2008 08:01:59 -0500 Andy Mayo Complete Story »]]> IWF IWO JKE JKK PWB PWT VBK VUG Andy Mayo Global Credit Crunch: Truth or Consequence? http://seekingalpha.com/article/46607-global-credit-crunch-truth-or-consequence?source=feed 46607 The market's drop in June and July 2006 struck me as logical but I never felt comfortable with the subsequent rally. Now some dots are connected, at least in my mind: In July 2006 implementation of the Basel II Accords began. These international regulations opened the door for Wall Street's financial engineers to sell American debt product across the globe, which unleashed a torrent of liquidity leading to booming stock markets around the world. Did Wall Street tell the truth about the risks involved in this debt? The current credit crunch tells us that we're all paying the consequences.

What did the Basel Accords do? Gave banks around the world a "rating-based framework to manage their portfolios and risks better. Unfortunately, the pathway to hell is lined with good intentions," Walter T. Molano writes in a story in the Asia Times. He goes on:

]]> Fri, 07 Sep 2007 03:05:05 -0400 Andy Mayo Now some dots are connected, at least in my mind: In July 2006 implementation of the Basel II Accords began. These international regulations opened the door for Wall Street's financial engineers to sell American debt product across the globe, which unleashed a torrent of liquidity leading to booming stock markets around the world. Did Wall Street tell the truth about the risks involved in this debt? The current credit crunch tells us that we're all paying the consequences.

What did the Basel Accords do? Gave banks around the world a "rating-based framework to manage their portfolios and risks better. Unfortunately, the pathway to hell is lined with good intentions," Walter T. Molano writes in a story in the Asia Times. He goes on:


Complete Story »]]> Andy Mayo