Blythe

http://www.FISOFactor.com

3 Comments

    • The Great Consumer Crash of 2009 [view article]
      I disagree with James Quinn's interpertation of what Mohamed El-Erian, the number two man at PIMCO believes. I just finished reading his excellent book, entitled When Markets Collide. He does not "fear a negative feedback loop consuming the country. " Instead, he explains how to invest given the secular changes of the emerging markets increased foreign cash flows and activity. Read this book. It will eliminate any "fear" and help you know how to invest your own portfolio.
      I found his discussion of alternative investments of interest. His chapter on improved risk management covered overlays. He discussed that the portfolio “requires a high-frequency monitoring of the betas” to key market risk factors such as equity, interest rate duration, currency and credit risk. When he started the discussion of the factor decomposition of the portfolio, it made me think we all need to consider the overlay strategies in investment and pension funds. Your thoughts?       Aug 14 09:51 AM
    • The IMF's World Economic Outlook [view article]
      The IMF report considers the tale of two cities showing how emerging markets will behave differently than the U.S. I think there is great credence in this report. Apr 13 12:01 PM
    • Int'l Accounting Effects: The PCAOB's Strategic Plan [view article]
      It's great to read that the investment community is waking up to the change from GAAP to IFRS. As someone who informs management about IFRS convergence and the competitive implications, I am shocked that the press has not made a bigger deal of this. Can you imagine comparing two P&Ls with dramatically different results solely because the fruit-salad of different accounting treatment and reporting? It's coming soon. Apr 13 11:55 AM
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