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Mike Kane

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  • Colombia ETF in Focus Ahead of Tight Election [View article]
    Turned out to be not so tight after all...the results show a clear win for Santo. Although he came within a few percent of an overall victory (50% needed), so they will have a runoff on June 20. Expect him to sweep to victory and for Colombia to continue to lead the world in equity performance in the 2nd Half.
    May 30 10:53 PM | Likes Like |Link to Comment
  • A Hedge Fund Lesson for the Rest of Us [View article]
    there is a new book out that I recommend- "The Greatest Trade Ever," by Greg Zuckerman of the WSJ detailing Paulson...he is an interesting guy


    On Nov 21 10:15 AM oldman wrote:

    > what can you tell me about Paulsons hedge funds?
    Nov 22 06:53 PM | 1 Like Like |Link to Comment
  • A Hedge Fund Lesson for the Rest of Us [View article]
    Yea, they are one of those things that most people can't wrap their hands around...It's partly the media's fault, but much of the blame is in the financial industry. If people knew that they probably invest in hedge funds indirectly, they would have different opinions.


    On Nov 21 01:56 AM Old Trader wrote:

    > I'm continually amazed at how little people seem to know about hedge
    > funds....even on a site like this, where it should be safe to assume
    > that the majority of readers, posters, etc., are much more financially
    > literate than average.
    Nov 22 06:51 PM | Likes Like |Link to Comment
  • A Hedge Fund Lesson for the Rest of Us [View article]
    The majority of investors in hedge funds these days are public pension plans and endowments...so its the little guy that gets hurt, not the rich


    On Nov 19 03:52 PM notsosmart wrote:

    > whats wrong with the rich losing their money over & over.if they
    > werent so greedy(more,more,more,) they would not be with this guy
    > or any of the losers.i dont feel sorry for the so called made-off"victims".just
    > give me my 12%,no fee & no work on my part.they too got what
    > they deserved.now the taxpayers have to help them out.tax deductions
    > for their losses.what a joke.
    Nov 19 04:07 PM | 1 Like Like |Link to Comment
  • A Hedge Fund Lesson for the Rest of Us [View article]
    That is very true...never thought of it that way. Very good analysis


    On Nov 19 02:24 PM macro -N- ietzsches wrote:

    > You're forgetting about the rule of comfort. The women go back because
    > they know exactly what is in store for them as opposed to the unknown
    > of having self-esteem. The investors go back because they know if
    > they lose money they can blame someone else, as opposed to the unknown
    > of opening a book and learning something. She believes his mother,
    > investors believe the propaganda that you can't do it yourself.
    Nov 19 04:05 PM | 1 Like Like |Link to Comment
  • We're Out of Recession, But a Long Way from Recovery [View article]
    "we fell down a 10-foot hole, we hit bottom and took one step upward. We are out of recession, but we're still nine feet down a ten-foot hole"

    good point Dr. Bill, its what we try to tell people all of the time. If your portfolio is down 50%, and then it goes up 50%, you are still down 25%
    Oct 30 11:06 AM | 1 Like Like |Link to Comment
  • Why Too-Big-to-Fail Shouldn't Be Codified [View article]
    what's next, too small to succeed? This too big to fail talk is nonsense.
    Oct 30 11:03 AM | 1 Like Like |Link to Comment
  • Paul Tudor Jones: Gold's Undervalued and Bonds Are a Curve Flattener Play [View article]
    saying gold is undervalued by about 20% over the next 2 years is not exactly going out on a limb, gold has annualized at about 20% over the last 5 years
    Oct 30 10:52 AM | 5 Likes Like |Link to Comment
  • Three Asset Classes that Can Actually Outpace Coming Inflationary Price Increases [View article]
    Paco, Dow 20,000...I hope you are kidding about that one...Maybe if priced in Yen
    Oct 20 03:26 PM | 1 Like Like |Link to Comment
  • Three Asset Classes that Can Actually Outpace Coming Inflationary Price Increases [View article]
    although I am bullish on commodities in general...hard to bet on agriculture outpacing inflation
    Oct 20 03:25 PM | Likes Like |Link to Comment
  • Barron's' 'Miller Time' Completely Misses the Math - and the Mark [View article]
    losing 72% of other people's money, and then making 38% for the year, doesn't suggest a turnaround for me...it suggests a crappy investor
    Oct 20 02:56 PM | 3 Likes Like |Link to Comment
  • Are Precious Metals and Energy Overbought? [View article]
    good analysis Chris...its tough to bet against this market no matter how foolish the bull run looks, due to the capital inflows. I am not so convinced about metals being overbought though, I think there is much room to grow. We shall see...
    Oct 19 01:25 PM | 1 Like Like |Link to Comment
  • A Crude 10 Year Perspective: The DJIA, Oil and Gold [View article]
    stocks can gain all they want and the shrills on CNBC can go crazy, but if they are outpaced by inflationary assets like gold and oil (and even tips) then whats the point in investing in them?
    Oct 19 01:20 PM | Likes Like |Link to Comment
  • Global Markets: Some Closest to All-Time Peaks, Others Farthest Away [View article]
    many of these frontier markets that are doing well are exporters of materials, commodities, so they should continue to do well as dollar weakens
    Oct 19 01:16 PM | Likes Like |Link to Comment
  • Bullishness at Contrarian Extreme [View article]
    this always occurs, its nothing more than riding the crowds, the type of momentum investing that so many employ...unfortunately this is going to kill long-term investors who use a "long only" investment model
    Oct 19 01:13 PM | 1 Like Like |Link to Comment
COMMENTS STATS
59 Comments
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