Endowment Funds up 20% in 2011
I wrote a month ago that the endowments and real money funds would face a high hurdle this past year (ending June 30th), and...
What Happens Next?
This seems to be the question many people are asking in today's markets. Most commentators and media focus only on equities (even though the...
Closed End Funds During Volatile Times
It is always good to look at CEFs during bear markets and sharp market volatility.
Here is a nice website that lets you screen based...
Dreman’s Contrarian Investment Rules
If you get to Rule #1 you know there are some that I disagree with, but overall some nice advice from Contrarian Investment Strategies...
Gaining Some Perspective
Normal market returns are extreme. Listening to the media and following the comments on Twitter one would think the world is ending every 1%...
New White Papers Coming…
We have a few new papers coming out over the next few months, and below are some of the teaser headlines:
Learning to Love Investment...
BP CEO Oil Forecast
Last quotes from Future Babble I promise:
“I can forecast confidently that it will vary. After that, I can gossip with you. But that’s all...
People Run Out of the Store
Remember when everyone hated bonds six months ago?
Long term bonds have rallied about 10% since that post on bond drawdowns:
When Things Go On Sale,...
Useless Forecasts
Another great quote from Future Babble:
“The Commanding General is well aware the forecasts are no good. However, he needs them for planning purposes.”
- Kenneth...
