Tag: diversification

09 Jun 2011

Risk on… Risk Off… Where’s Mr. Miyagi ?

On occasion, you may hear us refer to “risk on” or “risk off” market environments – which conjure up images of old Mr. Miyagi doing his ‘wax on/wax off’ training in the 80’s classic The Karate Kid.  But we’re not the only ones leaning on the jargon. These terms have become part of the lexicon […]

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12 Aug 2011

The Trade that Killed Dighton Capital?

There have been quite a few winners and losers in the immediate aftermath of the 2011 crash (does this move have a name yet?), and one of the biggest losers has been discretionary trader Dighton Capital. We posted their ‘defense’ of their position two weeks ago, but things went terribly wrong since then, with a […]

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12 Aug 2011

Hedge Funds are NOT Alternative Investments

With a crazy week coming to a close with stocks now down only -1.6% or so after staring losses of -8.5% in the face early Tuesday morning – we carved out a few minutes to check in on how managed futures better known cousins, hedge funds, are doing in this mini crisis (still, no clever […]

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24 Aug 2011

Grains Defy Global Slide

With many pundits coming out and saying we are already in recession, no need debating it – and the stock market sure acting like that is the case;  Soybeans up .86% yesterday reminds us that there is much more to that term ‘markets’ than just your grandfather’s stocks and bonds. There are grain markets like […]

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29 Aug 2011

Stock Diversification Doesn’t Work – This is News?

Just a couple of weeks ago, we delved into the biggest selling point for managed futures: non-correlation to traditional asset classes. That means that regardless of whether stocks are up or down, managed futures has the potential to make or lose money. Turns out, all those advisors who have trumpeted diversification within stocks and not […]

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07 Oct 2011

Ghosts of Markets Past Have a Word of Caution

2011 lows in the S&P 500 were hit only 5 days ago, but with the market (despite being down today) up 5% from that point, the collective sigh of relief out of investors is nearly audible. However, with Europe’s Great White Hope (also known as Angela Merkel) creating uncertainty over the extent of losses to […]

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28 Dec 2011

The 5 Questions Every Investor Needs to Answer

With 2011 coming to a close and 2012 just around the corner, it’s only natural to start contemplating your New Year’s resolutions. While the traditional resolutions that come to mind are often personal (better fitness, less stress and more philanthropy are some of the most common if you ask the government), we urge you not […]

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03 Feb 2012

More from the TDAmeritrade Conference in Orlando…

Dr. Jeremy Siegel of the Wharton School of the University of Pennsylvania addressed attendees, with a heavy focus on the state of the bond markets worldwide in light of target inflation rates and an extension of the zero bound rate environment announced by the Fed. We’ve covered the Fed’s actions on the blog previously, but Dr. Siegel’s personification of an avid bond investor, particularly in TIPS, not only got a round of laughter from the audience, but was spot on.

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