Lance on May 13 2008 | Filed under: Housing Market, Politics, Valuation, economy, monetary policy
From the New York Times:
Earlier this year, Mr. Bush derided a modest plan to provide $4 billion to states and localities to buy foreclosed properties, saying that buying up empty homes helps only “the lenders or the speculators.” Actually, it protects entire neighborhoods and local economies from the effects of foreclosures by preventing a greater [...]
Lance on May 06 2008 | Filed under: Asset Allocation, Commodities, Energy, oil
Goldman’s Murti Says Oil `Likely’ to Reach $150-$200
Do you remember when Murti was derided for making the call that oil was going to have a superspike? I do, and I was one of the skeptics, though only for a brief while.
Crude oil may rise to between $150 and $200 a barrel within two years as [...]
Lance on May 05 2008 | Filed under: Alternative strategies, benchmarks
That is All About Alpha’s assessment of 130/30 funds (definition here.) Which seems about right to us.
Few active managers, even if they actually outperform their benchmarks, can overcome the expenses associated with doing so. The reason is not necessarily that they cannot do a good enough job of picking investments that can outperform, but that [...]
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