TIP Forum Topics
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- Bond Expert: Wednesday Outlook [view article]
- My Ten Predictions for 2008 [view article]
- Global Price Increases Offer Several Investing Solutions for Inflation [view article]
- ETF Industry Data Summary: 1H'08 [view article]
- Hedge Funds Moving Into a New Marketplace [view article]
- Looking for an Inflation Linked Parking Spot [view article]
- Alternatives and Absolute Return with ETFs [view article]
- How Much Inflation Will We Have to Endure? [view article]
- More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
- Choosing Your Portfolio Risk Tolerance [view article]
- Replicate The Yale Endowment With These ETFs [view article]
- Tracking Mean Reversion After Bad Months [view article]
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- Bond Expert: Wednesday Outlook
- Global Price Increases Offer Several Investing Solutions for Inflation
- ETF Industry Data Summary: 1H'08
- Sitting Out Asset Classes: Boring Is Not Always Bad
- Bond Expert: Wednesday Wrap
- Hedge Funds Moving Into a New Marketplace
- Hedge Funds Make the Move into the Indexing Marketplace
- Alternatives and Absolute Return with ETFs
- Replicating Portfolios with ETFs
- Tuesday Outlook: Financials Under the Gun
- Full List of Articles »
Bond Expert: Wednesday Outlook [view article]
since rising interest rates also result in lower bond prices, which will have a better return over next year, money market or Tips, in a tax deferred account (529 plan)? ReplyBond Expert: Wednesday Outlook [view article]
What do you mean by the following statement?"I would also point to the breakeven level on TIPS. I follow the breakeven on the 10 year TIP with great interest. As I write this that spread is trading at 239 basis points. That is about mid range of the broad 220 /260 range which has prevailed for several years. So there is danger signal there."
I hold TIPS. Should I sell?
Reply
My Ten Predictions for 2008 [view article]
vowww.. I thought predictions are always meant to be wrong. Well, yours is an exception !! and thanks to your other brilliant article on CDS. ReplyGlobal Price Increases Offer Several Investing Solutions for Inflation [view article]
Good government leadership in Brazil, becoming great nation to invest in. It all starts at the top gentlemen. ReplyBond Expert: Wednesday Outlook [view article]
So if inflation isn't reflected on the long end of the curve, are you proposing that the yields should increase and therefore a short position in treasuries is a reasonable position? i.e. TBT? Or are you suggesting a coming flight to "quality" in which case be long the shorter maturities? ReplyGlobal Price Increases Offer Several Investing Solutions for Inflation [view article]
Something I've always wondered about.If gold is an inflation hedge and it is currently well below its inflation adjusted high, doesn't that mean that gold is not a good inflation hedge?
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Global Price Increases Offer Several Investing Solutions for Inflation [view article]
I should have added that in the last reporting week, every single open interst long position in gold was matched by a naked short. ReplyGlobal Price Increases Offer Several Investing Solutions for Inflation [view article]
Given the blatant naked shorting of gold (engineering a $30 drop yesterday morning; three $20 drops in three days last week), how can gold be insurance against anything? There is a reason gold isn't $1,000, much less $2,000, and it isn't economics. ReplyETF Industry Data Summary: 1H'08 [view article]
I think it is great that more investors are investing in ETFs. I just shows that the market players are becoming increasingly aware of the benefits of ETFs over Mutual Funds and individual stocks. I hope to see the numbers grow over the next few years. ReplyETF Industry Data Summary: 1H'08 [view article]
quick onceover suggests investors are getting more savvyin both diversification, including leveraged funds, bonds, etc
and intolerance to excessive costs (vanguard flies vs bgi, ssga, holdrs; or at fund level: e.g. vwo vs eem)
p.s. freudian slip?
"total ETF asses"?
(paragraph 2) Reply
Investing
My Ten Predictions for 2008 [view article]
Good job with the 2007 predictions. Most of them have come true already. ReplyHedge Funds Moving Into a New Marketplace [view article]
Just one more example of a market gone crazy... ReplyLooking for an Inflation Linked Parking Spot [view article]
Bill Gates parking some last week in WIAwww.insidercow.com/his... Reply
Hedge Funds Moving Into a New Marketplace [view article]
I did some further reading atwww.indexiq.com/downlo...
It appears that the actual hedge fund index is in the unfortunate position of trailing the S&P 500 over the past 5 years. So these guys made up a new hedge fund index via backtesting...that is, they looked back in time and figured out what sort of hedge fund index would have beaten the S&P by enough to make their fund seem like a good idea. This is kind of like looking back in time to find out that investing in Berkshire Hathaway, Walmart, and Microsoft would have been a good idea a long time ago, then creating a mutual fund that attempts to mimic the returns of having invested in those companies in a forward direction. Also the really high expenses and tax costs will wipe out a lot of this imaginary return. I can't believe this product exists. Reply
Hedge Funds Moving Into a New Marketplace [view article]
The (misnamed) IQ fund should be able to lock up the market of "investors" who would like to pay 1.6% expenses to hold widely-known ETFs with expense ratios of .11% (Vanguard Bond). My head spins at how many stupid ideas I've just learned about from this one fund.What's the value in tracking 9,000 hedge funds? I mean, maybe the top 10, 100 or 1000 have some market-beating potential, but how is it even conceivable to anyone that hedge funds 1000-9000 are going to outperform mutual funds or indexes?
How does holding a bunch of ETFs lead to tracking hedge funds? Hedge funds reveal little information about what they do with a long time lag, trade frequently, and engage in strategies you can't get with an ETF. If you could match hedge fund returns by investing in some of the most popular ETFs according to a mathematical formula, why wasn't somebody already doing this?
Let's assume that a hedge fund index is reasonable and possible. This fund isn't even doing it! They're changing weightings monthly according to some sort of ill-explained modeling.
The guy that runs this company thinks hedge funds are an asset class (quoted in linked article). He must know this isn't true. Hedge funds are a managerial strategy. The asset classes are listed right above here in the holdings - bonds, REITs, stocks, currencies, commodities, etc. These are the same things anyone invests in, usually at much lower expense levels than this fund. What matters is strategy, and this fund has one of the most dubious ones I've ever seen (unless we're talking about a strategy for managerial enrichment). Reply