Archive - Mar 9, 2010 - Blog entry
Public Pension Funds Doubling Up to Catch Up?
Submitted by Leo Kolivakis on 03/09/2010 23:23 -0500As companies quietly and gradually move their pension funds out of stocks, buying long-term bonds, public pension plans are seeking higher returns to make up for ground lost in the last couple of years and to pay all the benefits promised to present and future retirees. As they "double up to catch up", are they putting pensions at risk?
6 Theories On Why the Stock Market Has Rallied
Submitted by George Washington on 03/09/2010 16:57 -0500Why has the stock market rallied?
Barney Eats Seconds - Or Blows Smoke - Or Both
Submitted by Bruce Krasting on 03/09/2010 14:13 -0500It's dump on Barney day. He deserves it.
Financial Contagion vs. Economic Contagion: Does the Market Underestimate the Effects of the Latter?
Submitted by Reggie Middleton on 03/09/2010 06:15 -0500Nations cannot sweep the credit bust problems under the sovereign rug and expect them to go away. At best, we are simply Transmogrifying one systemic risk for another. Thus, even if we succeed in curing the threat of financial contagion, all we have done is issued in a new threat of economic contagion...
ATTENTION ALL UNEMPLOYED HEDGE FUND TYPES AND MEMBERS (OR FORMER MEMBERS) OF THE MADOFF FAMILY
Submitted by williambanzai7 on 03/09/2010 04:53 -0500Signs of a China Credit and Real Asset Bubble Are Now Unmistakable!
Submitted by Reggie Middleton on 03/09/2010 03:52 -0500China's local government to international bank, "Of course we'll stand behind that 30 billion Yuan loan your giving to our investment arm. It's government guaranteed!.... (a year or two after the deal closes...)
Syke, we were just kidding! :-)
Confessions of a Bull.
Submitted by madhedgefundtrader on 03/09/2010 01:13 -0500Large cap multinational equities are the cheapest they have ever been. An exclusive interview with Barton Biggs of mega hedge fund Traxis Partners. A stronger than expected economy will take S&P 500 earnings to $90/share. Asia is the place to be. A mammoth bubble may be developing in China, but it is at least 3-5 years off. India has yet to experience its big growth spurt. Buy South Korea, Taiwan, Thailand, Turkey, and short Brazil. (OEF), (MSFT), (INTC), (CSCO), (ORCL), (FXI), (PIN), (EWY), (THD), (EWT), (EWH), (TUR), (PLND), (RSX), (EWZ), (USO).
