10 Jan: iShares ETFs
Wednesday, January 10th, 2007We have been quite vocal for several years about the benefits of ETFs… (more…)
Archive for January, 2007
10 Jan: Brazil, El Nino and the December Effect
Wednesday, January 10th, 2007Jeff Saut makes some interesting observations this week regarding emerging market funds which have sold off heavily since their December peaks. (more…)
9 Jan: The private equity boom
Tuesday, January 9th, 2007…aka LBOs…
Worldwide throughout 2006, $3.6 trillion in merger-and-acquisition activity eclipsed the Internet bubble in volume… (more…)
8 Jan: Don’t push the boat out
Monday, January 8th, 2007The people at Sloane Robinson are worth listening to on the rare occasion when they speak up on emerging markets… (more…)
JP Morgan: Is the US Dollar undervalued?
Monday, January 8th, 2007The dollar is down 35% against the Euro since early 2002, yet the US continues to grow… (more…)
8 Jan: S&P 1600 in 2007?
Monday, January 8th, 2007Byron R. Wien, Chief Investment Strategist of Pequot Capital Management, Inc., today issued his list of Ten Surprises for 2007… (more…)
7 Jan: Tracking heavyweight manager sentiment
Sunday, January 7th, 2007This remarkably good site allows anyone to track, close to real time, the thinking of five of the very best managers in the business… (more…)
The bullish view: Don Hays
Friday, January 5th, 2007It can be useful to keep on top of seasoned market analysts as the continuous debate between optimists & pessimists unfolds… (more…)
4 Jan: Large v Mid cap in the UK
Thursday, January 4th, 2007From today’s Lex column on ft.com: A big-cap or a mid-cap trap? That, in a nutshell, defines the dilemma over UK equities. (more…)
3 Jan: Global boom versus imbalance
Wednesday, January 3rd, 2007The crux of whether the current boom in nearly all asset classes continues is the great investment theme of the time. Here are some thoughts from the brilliant Ed Yardeni… (more…)
