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Thoughts On Global Tactical Asset Allocation: Q1, 2010
Zero Hedge is happy to present the following Global Tactical Asset Allocation report from Damien Cleusix, a comprehensive analysis identifying the trends that will impact the First Quarter of 2010. Focusing on the causes of the crisis, then digging into the macro economy, leading indicators, global trade, credit, and all aspects of consumer data, as well as highlighting the new critical market entrants: governments and central banks, this is your must read report for today.
Please email us if you would like a copy of the pdf file.
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cool empty
(hijacking your first response, sorry)
big red headline at reuters just now:
Breaking News: Bomb explodes main Russian gas pipeline, supplies disrupted: reportsExit strategy? Is that when the Central bankers board the gulf stream and bug out?
It is extremely helpful for me.
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Not a good sign when you can find such a mistake in the first sentence of the Executive Summary...
And there are plenty more where that came from.
I can send you the report in French or Swedish if you prefer...
Does that mean English isn't your natural language? Would explain it.
Perhaps I'm being dense, but this report is titled "Global Tactical Asset Allocation". Where does it address tactics or asset allocation???
This is 1 of 6 reports the other covering equities, fixed income, currencies, commodities and various quant models...
The macro part is to put the rest into perspective...
Best Damien
Cheers. I was enjoying the macro analysis (which pretty well lines up with my view) and wondering where the rest was... perhaps to be posted later?
Probably of less interest to the masses, but can you post the Fixed Income GTAA piece?
To where do I send my request for a .pdf version of the file?
Thanks
:D
there is an e-mail adress on the first page... damien (at) clue6.com
i dunno....the guys at zero better start screening some of these submissions. This site has a rep for quality. I know nobody of zerohedge wrote the intro and called it a "must read"
Please allow a few simple grammatical errors to go by the wayside.
Seriously, the man trades billions a year. Does he need to be able to spell? The charts alone are worth the time it takes to look at the thing.
This ain't English class, y'all. Get over it.
Yes, he needs to spell.
If it's not worth his time to proof check his work, it's not worth my time to read it.
To Biggvs
This is only one of 6 parts of the quarterly report.
The others are equities, fixed income, currencies, commodities and quant...
The macro part is there to put things in perspective...
"Cheap tomorrow will be much cheaper than what was deemed cheap from 1990-2007"
If that isn't the most succinct summary of our current reality recently written, I don't know what is...tip o' the hat, Mr. Cleusix.
Way to go for the author to proof read the Q1 2009 on page 1.
""Cheap tomorrow will be much cheaper than what was deemed cheap from 1990-2007" "
There isn't going to be any fire sale of assets-just a slow burn.
The one lesson learned from the past financial crisis is that the FED will do all in it's power to contain asset prices-ZIRP to create leverage demand for risk assets and QE to manipulate the demand/supply ratio. Guaranteed sovereign backing is also a nice asset inflator.
When investing forget the business cycle and concentrate on the asset cycle.