Posts Tagged ‘ bonds ’

The End of the Bull and the Bear

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October 25, 2011
David Rosenberg

David Rosenberg describes what the end of the bull market in bonds, and the end of the bear market in stocks, should look like.
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Bob Janjuah on the Stock Market

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September 11, 2011

Still overvalued, lousy environment though a decent equity bounce could happen sometime in the next few months.

Six Questions to ask your Advisor: Our Answers

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August 25, 2008

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...
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Negative basis trades

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February 7, 2008

When assessing risk it always pays to assume that whatever risks you identify there are others associated with them that you haven’t. I pointed out the other day a risk that was associated with my negative outlook over the last year and a half that I hadn’t seen ahead of time. Here is another....
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The Yale Portfolio Experience

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January 29, 2008
The Yale Portfolio Experience

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...
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