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FYI: Portfolio strategist Paul Cook says that real returns on fixed-income investments are likely to be very low or even negative, going forward; and that this prospect has ushered so much money out of bonds and into stocks that investors now face a “risk/return dilemma.” Regards, Ted http://dailyalts.com/making-dual-case-long-short-equity/
@Ted Thanks for adding dailyalts to your morning news sweep. I just learned to this website last week when (I believe) Prof Snowball mentioned it in his commentary.
the conversation i see is increasingly tilting to move to long/short or market-neutral from the fixed income allocation. previously, such move was discussed as alternative to stocks... jr
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Regards,
Ted
http://dailyalts.com/new-liquid-alternative-fund-launches-2014/
More soon,
David