Featured Trades: (ASSET ALLOCATION) 3) What About Asset Allocation? Asset allocation is the one question that I get every day which I absolutely cannot answer. The reason is simple: no two investors are alike. The answer varies whether you are young or old, have $1,000 in the bank or $10 million, are a sophisticated investor
'The banks are effectively zombie banks, because their consumer and commercial assets are not growing and their fee businesses are getting crushed. You're looking at very low return vehicles,' said Meredith Whitney, CEO of the Meredith Whitney Advisory Group.
Featured Trades: (VIVIAN LEWIS ON HEDGE FUND RADIO), (PT), (EWZ), (TF), (UUP), (EUO), (PLND), (ECH), (PIN), (FXI), (GIFD), (PCY), (CYB) 1) Vivian Lewis of Global-Investing on Hedge Fund Radio. I managed to catch up with Vivian Lewis, the globetrotting publisher of http://www.global-investing.com/ , one of the oldest international investment newsletters in the industry. She was
Featured Trades: (THE 'TAX RATE' FALLACY) 2) The Tax Rate Fallacy. When anyone starts lecturing you that the US has the highest tax rate in the industrialized world, just turn around, walk away, and pretend you never heard of them. This person is either ignorant about this country's taxation system, or is deliberately trying to
Featured Trades: (RARE EARTHS), (MCP), (AVARF), (LYSCF) 3) Breaking Up With Rare Earths. I'm sorry to tell you this Rare Earths, but I have decided that it is time for me to move on. When I first met you at the Hard Assets Conference last May, you were the greatest cheap date around. You were
Featured Trades: (GLD), (SLV), (CCJ) 4) Business is Booming at 'Ruff Times'. Following Howard Ruff for the last 33 years has always been eye opening, if not entertaining. The irascible Mormon is the publisher of Ruff Times (http://www.rufftimes.com / ), one of the oldest investment letters in the business, and one of the original worshipers
'Bond analysts tend to be smarter than equity analysts,' said Peter Andersen of Congress Asset management.
Featured Trades: (SPX) 1) Charles Hughes on Hedge Fund Radio. My guest on Hedge Fund Radio this week is star options trader, Charles Hughes, of Legacy Publishing LLC. Charles has developed his own highly profitable and disciplined trading strategy which he markets under the names of the Market Volatility Profits Secrets, The Global PowerTrend System,
2) Note to Los Angeles Based Hedge Fund Managers and Traders. I will be available for a limited number of one-on-one meetings with individual hedge fund managers and traders at their offices during my upcoming visit to Los Angeles on December 3, 2010. This is an opportunity for me to privately consult on your strategy
'The commodities are overdone here. But if we get a break next year, I would think that is a great buying opportunity,' said Jeremy Grantham, the legendary founder of money manager Grantham, Mayo, Von Otterloo.
