Monthly Archives: March 2012

Eye on the Market, March 8, 2012

Eye on the Market, March 8, 2012 (attached pdf easier to read this week) Topics: How our portfolio allocations compare to others; A Very Long Year in Provence (France); California vs Greece In the midst of the largest monetary and fiscal … Continue reading

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Fund Managers Find Apple Hard to Resist – WSJ.com

Fund Managers Find Apple Hard to Resist – WSJ.com.

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JP Morgan Eye on the Market: Dire Straits

Eye on the Market, February 27, 2012 [the attached PDF is much easier to read this week, particularly if you are interested in the energy science implications of last week’s press release from the House Minority Leader] Topics: oil markets and … Continue reading

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The lexicon of hedge funds: From alpha to smart beta | The Economist

The lexicon of hedge funds: From alpha to smart beta | The Economist. Very tongue-in-cheek.  But also close to true…

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The Intelligent Investor: If You Liked Dow 13000, Try 1,339,410 – WSJ.com

The Intelligent Investor: If You Liked Dow 13000, Try 1,339,410 – WSJ.com.

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JP Morgan Eye on the Market: Goldilocks

Leap Year Eye on the Market, February 29, 2012 Topics: Riding the central bank reflation machine; Q1 US economic data, and an offset to rising oil prices (nat gas/coal) CTRL-P. Many people weren’t convinced, including yours truly, about what the … Continue reading

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