Comments on Mukul Pareek's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/mukul-pareek/articles http://seekingalpha.com/article/63911-clarifying-the-information-ratio-and-sharpe-ratio?source=feed#comment-739459 739459 Sun, 01 Nov 2009 14:12:57 -0500
Is this a satisfying result for you ??]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-510767 510767 India property website . http://www.onlineghar.com/]]> Wed, 20 May 2009 03:02:37 -0400 www.onlineghar.com/>India property website
.

www.onlineghar.com/]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-169382 169382 Sat, 17 May 2008 14:37:56 -0400 eclectic-investor.blog... [[do leave your comments on my site]]]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-169358 169358 Sat, 17 May 2008 13:14:40 -0400 http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-149470 149470 Sat, 12 Apr 2008 12:07:05 -0400
wait and see...there is Ups and down. I have witnessed same fate years back where builders pushed the apartment with huge loss!
]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-123252 123252 Thu, 06 Mar 2008 19:37:38 -0500
What is happening now is that prices have not fallen significantly, but there is a great tension. There are no buyers, but sellers are not giving in. I think it is a matter of a few weeks before the crash begins. And I was thinking of a good way to short Indian real estate market. Your suggestion has given me some food for thought. Will work on it. Thanks again.]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-122256 122256 Wed, 05 Mar 2008 02:33:27 -0500 http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-121148 121148 Sun, 02 Mar 2008 13:41:03 -0500
In 1997 real estate prices corrected by over 70% in parts of Bombay. The same thing is going to happen.

]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-120032 120032 Thu, 28 Feb 2008 02:57:12 -0500 http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-119888 119888 Wed, 27 Feb 2008 16:28:21 -0500 ]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-119528 119528 Tue, 26 Feb 2008 22:34:35 -0500 http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-119359 119359 Tue, 26 Feb 2008 14:45:07 -0500
I'm in India and I can short them all - but I just don't think it's right to do it now. The national budget, usually a big important thing here, is up on the 29th and could contain sops for the sagging real estate sector, or for real estate investments in general. 29h is also the first day after the current month's futures expiry so if I had to short, I'd choose the end-of-day of the 29th to start. ]]> http://seekingalpha.com/article/66079-seeking-alpha-in-indian-real-estate?source=feed#comment-119129 119129 Tue, 26 Feb 2008 07:13:29 -0500 http://seekingalpha.com/article/63911-clarifying-the-information-ratio-and-sharpe-ratio?source=feed#comment-116280 116280 Thu, 14 Feb 2008 11:26:50 -0500
The point I am trying to make is that this article is written as an introduction/clarifica... of the ratios aimed at an audience that my not understand some of these concenpts fully. While I understand that you might be speechless if you think I might be reading this article for investment advice, I bet at least one someone used it that way. When writing an explanatory piece like this for the masses, it needs to be wary of the traps people can fall into when using historical analysis. All I'm saying is please try not to assume too much, and make sure it is understood that people need to use their brains and are personally responsible for the inputs that they use and cannot attribute losses (or hopefully gains) to historical data.]]> http://seekingalpha.com/article/63911-clarifying-the-information-ratio-and-sharpe-ratio?source=feed#comment-116141 116141 Wed, 13 Feb 2008 15:21:10 -0500 http://seekingalpha.com/article/63911-clarifying-the-information-ratio-and-sharpe-ratio?source=feed#comment-115714 115714 Mon, 11 Feb 2008 14:04:27 -0500
That should be somewhere in your article whenever you bring up statistical principals and say that because a managers historical alpha is .4, in one year there is a 38% chance that he will not meet his benchmark, in three there is a 30% chance. What happens if the manager has an awful year (i.e. alpha of -.4). Do you then revise your historical alpha to find that it is only, lets say, .2 and that actually over the next two years (one year is already a negative) and now there is a 45% chance of that manager underperforming over the duration of your three-year prediction period. Try explaining that to a client!

Statistics like this are useful for gaining insight, but real investment decisions CANNOT be predicated on them alone. Please read a few studies on mean reversion...you say that alpha is zero-sum (technically, negative-sum) long-term, so how can you expect this same manager to continually produce an alpha of .4 over any long-term time horizon.

When posting like this, please try to use statistics in a resposible manner and make sure that you don't go misleading people into thinking that their portfolios are safe and sound because statistics says so. Thats what causes people to lose their life savings in the market.]]>