Archive for the 'Commodities' Category

Six Questions to ask your Advisor: Our Answers

Lance on Aug 25 2008 | Filed under: Asset Allocation, Commodities, Developing Markets, Domestic Equities, Domestic Fixed Income, Emerging Markets, Energy, Federal Reserve, Global Equity, Global Fixed Income, Housing Market, Metals, Risk, Valuation, economy, real estate

Hedge Fund manager Doug Kass has some questions that clients should ask of their advisors. I should point out that everybody has a bad year, I assume we will have a point where we will have to ask these questions in a harsher light of ourselves. However, these questions can separate those who you might [...]

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$200 OIL!

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 [...]

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Consumer Spending is Ugly

Lance on Apr 19 2008 | Filed under: Commodities, Economic Indicators, Economics, Energy, Inflation, Latest data, economy

While spending increased in March by 1.8% over a year ago, adjusted for inflation it was way down. The only reason sales were positive was gasoline, though food sales were positive. Even there, that is mostly due to inflation and rising prices of food and staples.

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The Yale Portfolio Experience

Lance on Jan 29 2008 | Filed under: Absolute Return, Asset Allocation, Commodities, Developing Markets, Domestic Equities, Domestic Fixed Income, Great Investors, Hedge Funds, International Equities, Managed Futures, Portable Alpha, Relative Return, Risk

Finally it is the long-term investor, he who most promotes the public interest, who will in practice come in for most criticism, wherever investment funds are managed by committees or boards or banks. For it is in the essence of his behaviour that he should be eccentric, unconventional and rash in the eyes of average [...]

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