Archive - Mar 1, 2010 - Blog entry
OMERS Climbing Out of Pension Crater?
Submitted by Leo Kolivakis on 03/01/2010 22:07 -0500The Ontario Municipal Employees Retirement System (OMERS) announced a 10.6% rate of return for the year ending December 31, 2009, and won an award for Canadian pension fund of the year. Did it really merit this award?
HSBC is Performing as Expected
Submitted by Reggie Middleton on 03/01/2010 11:19 -0500About a year and a half ago I warned that HSBC would be facing
increasing and unanticipated (I was a contrarian on the China bubble)
losses/slowdown in Asia, as well as increasing losses on bad debt in the US. I
believe I was one of the very few who threw this caution out there.
Why We’re on the Slow Boat to Nowhere
Submitted by madhedgefundtrader on 03/01/2010 06:07 -0500Brace yourself. Nothing is going to happen. A portfolio manager’s worst nightmare, and a trader’s dream come true. Selling out of-the-money-strangles, last year’s suicide trade, could be this year’s steady earner. The VIX will continue to bleed to lower levels. Hiding out in the currency crosses. (SPX), (FCX), (VIX), (USO), (GLD), (TBT), (TBF)
Investor Sentiment: What Are Your Expectations?
Submitted by thetechnicaltake on 03/01/2010 00:35 -0500If insider expectations continue to remain low, then why should yours remain high?
