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Global 'QE glut' to brim through 2015 as funds swim with the tide
BY MIKE DOLAN Reuters.com
LONDON Mon Nov 24, 2014 12:31pm EST
Excerpts
A sustained rise in value of the world's reserve currency -- now widely expected -- would depress commodity pric…
A little overdone on the headline,but an issue to contemplate:
Fund boards, management go on high alert around bond liquidity
BY JESSICA TOONKEL Reuters.com
NEW YORK Mon Nov 24, 2014 1:05am EST
The concern is this: As the Federal Reserve begins to r…
Ted said:
@TSP_Transfer: FYI:
Regards,
Ted
http://www.mutualfundobserver.com/discuss/discussion/17090/best-and-worst-performing-alternatives-funds-ranked-1yr-total-return-largest-alternative-funds#latest
Ted,thanks for another reminder that "Got to…
Is there any doubt?
that:"We're all Keynesians (Krugmans)now."The last two paragraphs from a Bill Gross perspective posted today @ Seeking Alpha
"But now at 500% to 600% of GDP (shadow debt included), it’s a Sisyphean struggle just to stay above w…
NOVEMBER 20 2014
Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.
Global CIO Commentary by Scott Minerd ( Guggenheim)
"Even if gasoline prices remain unchanged for the…
Best- and worst-performing alternatives funds
Ranked by one-year total returns
http://www.investmentnews.com/article/20141116/CHART02/141119924
Largest alternatives funds
Ranked by net assets
http://www.investmentnews.com/article/20141116/CHART02/14…
The new economy revisited?(Broad spectrum not broad vacuum?) Info highway/clean efficient transportation vs capital intensive mining and oil e&p.
Assorted news stories from early week. PVSAX Putnam Capital Spectrum Fund Class A +0.58(+1.48%) and…
I had gone for my annual physical about a week previous to first reading this.I found some of her reflections very close to my own experience.I have not read the books mentioned but the column has made me apt to do so.
Esther J. Cepeda is a Washing…
A different take from DoubleLine's Luz Padilla
No Russia,Ukraine or Argentina.100% dollar dominated.DLENX
http://www.doublelinefunds.com/pdf/EM_Fact_Sheet_Monthly_Update.pdf
Ms Padilla and her team hosted an excellent EM Bond outlook/overview last …
Simpson-Bowles anyone ?
"The summit also included agreements to crack down on tax dodging, strengthen the financial system, deal with climate change and a transatlantic trade deal between the U.S. and EU.Such meetings are typically marked by grandio…
Fed on Course For Mid-2015 Rate Rise, Job Market to Improve: Reuters Poll
Reuters | Updated On: November 13, 2014 23:34 (IST)
The latest poll, conducted November 7-13, showed that economists also expect the job market to continue to strengthen and i…
Christie’s Makes History With $853 Million Sale of Contemporary Art
Andy Warhol’s ‘Triple Elvis [Ferus Type]’ Sells for $82 Million
By KELLY CROW WSJ
Nov. 12, 2014 11:39 p.m. ET
'Christie’s total easily surpassed its own roughly $600 million expect…
There's an app, whoops I mean E T F, for that.
PureFunds launches the first cyber security ETF
Nov 12 2014, 13:05 ET
http://seekingalpha.com/news/2120235-purefunds-launches-the-first-cyber-security-etf
@MaxBialystock
Any NIMBY's out there?
http://www.scotsman.com/news/environment/wind-energy-alone-powered-scottish-homes-in-october-1-3593045
http://www.thewindpower.net/country_maps_en_4_usa.php
Might also be old news, but this fund offers another alt opportunity.Have not found it available @ regular brokerage outlets or load waived yet.Good start since Oct 1 start.
MPS Thomson Reuters Venture Capital Mutual Fund
A different way to access …
Quite the long term infrastructure investment.Somehow I would think they'll need massive western help (engineering,equipment,tech support,etc.) Oligarchs probably the big winners! (An oligarchy is a form of government in which most of the political …
Chief Economist Diane Swonk's monthly newsletter, Themes on the Economy, provides insight into trends, issues and the forecast for the U.S. economy.
CHICAGO, November 10, 2014 – In the November issue of Themes on the Economy®, Mesirow Financial …
PowerShares launches a new actively managed commodity ETF
Nov 10 2014, 14:25 ET
The PowerShares DB Optimum Yield Diversified Commodity Strategy Portfolio (NASDAQ:PDBC) offers broad commodity futures contracts through a Cayman Islands-based unit, whi…
A L P s seemingly has an answer for commodity exposure in a M F.Do not own either with REALX on my watchlist.
http://www.alpsfunds.com/
JCRAX
http://www.alpsfunds.com/overview/alpscorecommodity-management-completecommodities-strategy-fund
REALX
htt…
Some people do great no matter who is elected or in power.
TOP 1O HIGHLIGHTS ?
Issa lists seven high-yield bonds as being worth more than $50 million — the highest disclosure category
McCaul’s wealth is entirely connected to his wife, Linda McCaul,…
@scott "flavor and fragrance companies" Good Luck in the Giveaway!
Starbucks Corp's early re-launch of its popular Pumpkin Spice latte drink failed to heat up business at its U.S. cafes, disappointing Wall Street and sending the company's shares …
Breakfast,Lunch not enough...
Fund manager quits ‘food truck’ business for second bite at PIMCO
http://citywireglobal.com/news/fund-manager-quits-food-truck-business-for-second-bite-at-pimco/a780890
Trimmed some profit from HHCAX and DLENX to open new position in HCOAX. @Ted highlighted fund here http://www.mutualfundobserver.com/discuss/discussion/12083/q-a-with-jim-dondero-manager-highland-global-allocation-fund/p1
Latest Fact Sheet Here.Hea…
@Bitzer Yes, and the Buffalo Bills could win the Super Bowl.
ONLY nine teams have better chances!
http://playoffstatus.com/nfl/nflpostseasonprob.html
Back on off-topic; Some are "Bullish" as oil prices drop.
"Falling oil prices have energized opp…
Probably a good idea after last year ! Some headlines from 2013 holidays.
Angry customers are demanding refunds after shipper UPS failed to get their gifts to them as promised
UPS has trucks up and running Thursday — and hopes that holiday cheer ma…
Markets’ Rose-Tinted World Commentary from MOHAMED A. EL-ERIAN
PLENTY of UNCERTAINTY
"This is a rather weighty list of questions. Yet financial-market participants have largely bypassed them, brushing aside today’s major risks and ignoring the po…
White paper from Mesirow Financial
Scotland’s Hamlet Moment
To Leave, or Not to Leave? That is the Question.
By Adolfo Laurenti, Chief International Economist
"Concerns about a breakdown in
the union are palpable, however, especially
in assessing …
I've switched out of WAFMX to MFMPX.
http://performance.morningstar.com/fund/performance-return.action?t=MFMPX®ion=usa&culture=en-US
From MFMPX Manager's 2nd Quarter Commentary
The Middle East and North Africa continue to present polit…
Chevron needs partner, contracts before moving on Kitimat LNG, CEO says
Sep 12 2014, 12:34 ET Seeking Alpha
“We have an advantaged resource in the Horn River basin, but the costs are very high. You have to have good alignment with partners," Watson…
Yet Another Wall Street Bear Folds
Stocks have surged to unprecedented levels amid improving earnings, a pickup in economic growth and an accommodative Federal Reserve. The S&P 500 has set 33 record highs in 2014 and is up more than 8% so far t…
Aren't Easy? How About Very Difficult ?
Goldman Sachs: Why Stock Pickers Have Suffered a Really Bad Year...
It isn’t a pretty picture,... Goldman says ... and may bode well ( ? )
Only 23% of large-cap mutual fund managers have outperformed the S&a…
Staying on Old_Joe's List......Venezuela !
BY ALEXANDRA ULMER
CARACAS Wed Sep 3, 2014 6:39pm EDT
"After weeks of government officials talking of a major "shakeup," critics and some economists said the shuffle shows that Maduro, whose popularity has…
SEPTEMBER 03 2014
Aggressive central bank accommodation from Europe to Japan and a dovish Federal Reserve bode well for equities and bond prices.
Global CIO Commentary by Scott Minerd Guggenheim Partners
Back at home, we expect the Fed’s band wil…
Oil seen to continue downtrend.
Brent Oil Climbs Above $101, Rebounds From 16-Month Low
Reuters | Updated On: September 03, 2014 17:44 (IST)
Global benchmark Brent and US crude plummeted on Tuesday, pressured by a sharp gain in the US dollar and con…
Steve Romick's discussion of this development.From FPACX fund's latest letter to shareholders.
"With yields remaining artificially low, we observe zero interest-rate policy perverting capital allocation decisions. Money continues to flow around th…
http://www.bloomberg.com/quote/SPY:US
PERFORMANCE FOR SPY
1-Month +3.95% 1-Year +25.06%
3-Month +4.67% 3-Year +20.49%
Year To Date +9.68% 5-Year +16.75%
Expense Ratio 0.09
