I like to think about what the most contrarian position is in the financial markets. It really has to be long term bullish on the dollar, right? (Leave a comment with any other suggestions.)
In a somewhat related note, want some Yuan? New currency income ETFs launch.
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Apparently, institutional investors are good at intra-quarter timing of trades.
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I don’t understand why there are not any funds that attempt to track the global market portfolio as defined by market cap? Seems like a simple portfolio to own (owning everything). I wrote an article last Summer about the topic, and came up with some rough figures. I think the PowerShares Autonomic (could they have come up with a worse name?) ETFs are close, but still no commodity holdings.
James Picerno at the Capital Spectator has a nice article here.
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I love it – become an instapreneur.
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I wonder if any investors in private equity hedge their holdings – either on a constant or tactical basis? It would make sense to me to use a simple moving average to hedge a PE portfolio since the biggest threat is a long bear market which dries up deals and exits.
Here is a list of the top 50 Private Equity firms.
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Want to know when you are going to run out of money? Retirement Forecaster is a nice (free) program.
