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Wed Jan 16th 21:33 PM | Rating: 0 0
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What Would Buffett Do? 3 Safe Financial Picks

Warren is going to buy PetroChina again, but in smaller quantities, where he doesnt have to disclouse it. I also imagine he will look and possibly act on Krispy Creme.
Rob from www.WallastonInvestmen...
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Thu Jan 10th 09:43 AM | Rating: 0 0
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Homemade Hedge Funds: Don't Try This At Home

Passive approaches have turned 70-80% of the "Ivy Leagued" CFA money managers into underperformers. During 2007 alone, 130/30 funds and enhanced long equity funds underperformed the index, while charging close to 1.3% yearly for that. So yes, many people love to hear "hedgefund" since the dream for alpha is basically the American dream.
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Tue Jan 8th 18:24 PM | Rating: 0 0
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Global Valuations: A Terrific Resource

Interestingly in these wonderful charts - you forgot most of Eastern Europe (is that maybe under Emerging Europe?). And that "missing sector" accounts for close to 60% of the growth that Europe has experienced in the past 5 years. Altough not documented, Western Europe benefited handsomely. (simlarly to Germany benefiting from US investments after the World War 2.) I would reccomend the readers taking a look at Bulgaria, Romania, Ukraine, Croatia, Russia, even Turkey since these coutrnies still have cheap labor costs and ever-growing economies.

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Fri Jan 4th 14:31 PM | Rating: 0 0
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ETFs Cointegrate in 2008

Hm, great, but it is like teasing your readers what the cake may look like, while keeping the recipie for yourself. Could you tell more and present further thoughts? The mystery seems to be working. :)
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Mon Dec 31st 11:40 AM | Rating: 0 0
Commented on:
2008 ETF Predictions

I love your writing. But on one point above you are very wrong, and any firm that agrees with this conlcusion is going to miss a big market opportunity. Still, Tim I appreciate your effort and hope to read many more in the upcoming year.

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Thu Dec 20th 10:09 AM | Rating: 0 0
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An ETF Rebalance For the New Year

Gary thanks for the article. However, in my modest opinion #1 - the foreign fixed income ETFs will not shine in performance terms, but in net inflows terms. Meaning investors will buy it, but compared to say Russian Equity ETF, they will not be rewarded with attractive performance. Anyways, great job and for those interested in international fixed income - here is the bible... www.seekingalpha.com/a...
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Tue Dec 18th 11:00 AM | Rating: 0 0
Commented on:
Investing in International Bond Funds

Thanks for the note, it is not TIPS product in a factual sense, but it contains governmental debt securities which are similar to TIPS and which the American public needs a proxy to associate with.
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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
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