The Investment Advice Business Archive
The Worst Investment Management Compensation System Ever
February 16, 2010 · Category: Hedge Funds, The Investment Advice Business
I just read a shocking article in on the front page of today's Money & Investing section in The Wall Street Journal: "Losing A Ton And Still Making A Killing", Dennis Berman, February 16, C1 . ...
Posted by Greg Feirman · No Comments »
Barron’s: Money Flowing Out of US Funds Into Emerging Markets
January 11, 2010 · Category: Emerging Markets, The Investment Advice Business
Source: "Wish You Were Here", Barron's, January 9
Posted by Greg Feirman · No Comments »
The Bulls Are Idiots
December 20, 2009 · Category: Economics, Macro Economics, Market Commentary, Sentiment Analysis, The Investment Advice Business
Last week, two prominent commentators came out with bullish pieces. I was anxious to read them to measure the bullish case, but in the end I was unpersuaded.
*****
The first piece was from Princeton Economist, and ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: What The Greatest Investor In The World Is Doing Right Now
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Dow 10,000
October 20, 2009 · Category: Macro Economics, Sentiment Analysis, Stocks, The Investment Advice Business, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Bear David Rosenberg Wrestles With The Uber-Rally On CNBC This Morning
October 19, 2009 · Category: Macro Economics, Market Commentary, Sentiment Analysis, The Investment Advice Business
Posted by Greg Feirman · No Comments »
BeSpoke: Analysts Most Bullish In Two Years
October 8, 2009 · Category: Sentiment Analysis, The Investment Advice Business
(Source: "Analysts At Most Bullish Level In Two Years", BeSpoke Investment Group, October 7)
Very interesting chart from BeSpoke Investment Group. The chart measures up changes versus down changes in analysts earnings estimates in the four ...
Posted by Greg Feirman · No Comments »
Another Bubble?
September 30, 2009 · Category: Government, Macro Economics, Market Commentary, The Investment Advice Business
The 2003 bounce came when stocks were not cheap – they traded at a multiple to cyclical earnings of about 21, according to Prof Shiller, when at the bottom of previous bear markets this multiple ...
Posted by Greg Feirman · No Comments »
Kass: Markets Have Likely Peaked For The Year
September 30, 2009 · Category: Market Commentary, The Investment Advice Business
Despite the strong share price momentum and the aforementioned emerging optimistic economic/profit consensus, I continue to hold on to the variant view that the markets have likely peaked for the year based on the existence of ...
Posted by Greg Feirman · No Comments »
Susquehanna’s Billionaire Founder Jeff Yass Honed His Mind on Probability Theory And Poker
September 28, 2009 · Category: Business Culture and Current Events, Options, Poker, The Investment Advice Business
I learned more about option trading strategy by playing poker than I did in all my college economics courses combined.
- Jeff Yass, The New Market Wizards: Conversations With America's Top Traders (1992), p. 396 - ...
Posted by Greg Feirman · No Comments »
