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From FPA Crescent Fund Letter to Shareholders,July 25 2014
Russia
Early in the year, we began to focus on Russian companies as many global businesses seemed reasonably
priced. We ultimately settled on a commodity basket that we could buy if and/or …
EM Blogs From Barrons
BRAZIL: Brazil slipped into recession,
The Market Vectors Russia ETF (RSX) tumbled nearly 2% Friday, ending a disappointing week for bulls who have been pouring money into the fund this month.
INDIA: India’s Pres. Narendra Modi…
You may want to look at a global infrastructure fund that invests in worldwide energy, utility, engineering,transportation,water,etc.projects and ownership there of.I own MTIPX.
MTIPX
http://portfolios.morningstar.com/fund/summary?t=MTIPX®io…
This may be a good companion fund to pair with MAINX for more world wide E M fixed income exposure. At present Ms. Padilla and team are nearly 85% invested in various Latin American issues with a longer average maturity .I own both.
DLENX July 31 f…
Bee said ;
One example of a Bottom up Fund:
valley-forge-fund/vafgx
Very concentrated ,very little info on new manager in May 2013. Any info?Intrigued by Canadian holdings.http://portfolios.morningstar.com/fund/holdings?t=VAFGX®ion=usa&cu…
Sven,
http://news.bbcimg.co.uk/media/images/76779000/jpg/_76779499_tadfhrsq.jpg
Caption for image. More of this on the menu in Moscow?
Make some kraut or having a good root cellar might get you to April .
From
http://www.bbc.com/news/…
Scott Minerd @ScottMinerd
Follow
#Fed says it will keep rates low even after employment & inflation meet targets. That says it all!
1:58 PM - 30 Jul 2014
July 30 2014
Despite a disconcerting, growing consensus among investors, the likelihoo…
From Guggenheim's Macro View
In his famous speech, Martin preceded his punch bowl comment by saying, on behalf of the Fed, “…precautionary action to prevent inflationary excesses is bound to have some onerous effects…” The flipside -- a lack of pre…
Dow Jones 17,083.80 -0.02%
Nasdaq 4,472.11 -0.04%
AMZN
358.61 +0.47 (0.13%)
After Hours: 320.52 -38.09 (-10.62%)
Scott
I took your advice earlier in the year with the purchase of Chambers St Prop (CSG) a monthly payer with 9.6% of properties lease…
More Options/Opportunity for World Investors Coming Next Year
Saudi Arabian stock markets will open to more foreign investment in 2015
Foreigners are at present believed to own no more than about 5 percent of the Saudi market, and to account for a …
Correction? Yes. When? Nobody Knows.
Barry Ritholtz article. A little easier to read.Talked about a lot but nobody's seen it yet.
Investing: Bloomberg View
A Correction Is Coming
Jul 7, 2014 8:26 AM EDT
By Barry Ritholtz
"Some of these articl…
Corn, Wheat Futures Hit Nearly 4-Year Low
Ted,not so funny as those storms rolled through Chicago Land, but as these lower commodity prices wind through the food and energy consumer cost factors, we may all benefit.
Copy and Paste from Dow Jones W …
Atta Boy Maurice! I hope that when Ted's utility service was restored, his "to do"list included : bake a "humble pie". That said,I welcome Ted back as an invaluable asset to this forum and commend him on his efforts to include a brief introduction/s…
Thanks for the post,Sven.I just put one of Professor Lo's mutual funds on my watch list over the week end.Your article adds a little background.
http://quotes.morningstar.com/fund/f?t=USMAX®ion=usa&culture=en-US
http://ngam.natixis.com/…
China urges U.S. to be more objective ahead of key meeting,scheduled for next week
China and the United States need to "plant more flowers, not thorns" in their relationship and Washington needs to have a more objective view about China,
China would…
The original FLVCX manager is now here:PYSAX
https://www.putnam.com/individual/mutual-funds/funds/644-equity-spectrum-fund/A
and here:PVSAX
https://www.putnam.com/individual/mutual-funds/funds/643-capital-spectrum-fund/A
Just doing a little research on this fund in the same M* multi-alternative category.About 10% commodities with income producing natural resources,M L P's,miners and some alt-energy. REALX N/L @Schwab
http://quotes.morningstar.com/fund/f?t=REALX&am…
Do The Math? We've had this discussion before.
February 4th Discussion
http://www.mutualfundobserver.com/discuss/discussion/comment/35684/#Comment_35684
Nov- Dec 2013 Discussion
http://www.mutualfundobserver.com/discuss/discussion/comment/32277/#Co…
DGoodrow said...
GLRBX is a 50/50 balanced fund...much more to my liking,..
If you're comfy with that fund co. and management,you've got to like JAZZX . The James Long-Short Fund has out performed GLRBX since its May 2011 start.http://www.jamesfund…
About a year old. Firm has solid history in E M bonds.I have a small position.
TCW Emerg Mkts Multi-Asst Opps N TGMEX
% Developed Markets 31.89
% Emerging Markets 68.11
Non US Stock 57.63
Non US Bond 36.22
Argentine/Ukraine/Russian holdin…
Morning Thoughts/The 7 Dwarfs?
Posted on June 19, 2014 by Kenny Polcari
But – the FED still faces a number of questions we are now in our 5th yr of assistance, the economy has ‘continuously failed’ to take root, to live up to projected growth forec…
BlackRock Equity Option Closed-End Funds Approve Change to Distribution Frequency. Now Monthly.
Eleven BlackRock equity option closed-end funds (the “Funds”) have approved a change to the frequency of regular Fund distributions from quarterly to mon…
We Are Family!
Argentina president defies US court orders on repayment of debts
Published June 17, 2014Associated Press
Delivering a nationally broadcast address Monday night, Fernandez expressed willingness to negotiate with the winners, but said …
Oppenheimer senior energy analyst Fadel Gheit said the oil stocks are overpriced and are trading as if crude was going to stay at $110 per barrel.
"It really depends on what the balance of power is going to be a month from now, a year from now," G…
Oilprice.com
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WEEKLY REPORT
13/06/2014
Summation
Turkey has been hesitant until now, but it needs a new bargaining chip with Washington, and it also needs to carefully balance its relations with Russia, upon which Ankara has i…
Templeton Emerging Markets Income Fund ("TEI") Announces Dividend (Cut)
Fri June 13, 2014 10:41 AM|Marketwire
Beginning with the June dividend, the Fund's quarterly dividend will be adjusted from $0.25 to $0.20 per share. Dividends may vary bas…
This AM 6/12
The big action is in oil amid terror troubles in Iraq, with WTI crude up 1.5% to $105.99 per barrel. Gold, however, sees little bounce, up $3 per ounce to $1,264.
Micron Technology, Inc up near 5% yesterday lifted PVSAX and PYSAX to ga…
Dearth of deals leads Oaktree to cut fund size: Seeking Alpha
Jun 11 2014, 15:52 ET | About: Oaktree Capital Group (OAK)
Struggling to find deals for its latest distressed-debt investment fund, Oaktree Capital (OAK -1.3%) has cut its $3B asset-…
More From Guggenheim
Capital flows have come as a result of low yields in Europe, Japan and elsewhere.
In Europe, the risk is that the euro will depreciate. That makes buying U.S. Treasury bonds and other U.S. assets attractive because the local …
Major Goals (Dreams?) in India as new leader takes aim at India's ongoing desire to become economically relevant and a 21st century ready country.
Here are the top 10 economic highlights of the President's Address:
#10 Urbanization: The governmen…
Scott,isn't Canada almost forced to go all in on Gas/Oil export?
Canada's Non-Energy Exports Hit Record Low
The Huffington Post Canada | By Daniel Tencer Posted: 06/05/2014 1:02 pm EDT | Updated: 06/05/2014 1:59 pm EDT
Exports of non-energy g…
Small caps move into the green for 2014
Jun 6 2014, 15:03 ET Seeking Alpha
This just in: Continuing to bounce from a tough 10-week stretch which saw the index lose about 10% of its value from the start of March, the Russell 2000 (IWM +0.9%) ha…
Do some research,which takes a little longer now that the 2008-early 2009 debacle falls between published 5 and 10 year past performances,but there is info out there and also on this site. Harvest some gains into a L/S fund you can feel comfy with o…
Former Montana Gov. Brian Schweitzer (D) has no doubt in his mind that he'd make a better president than former Secretary of State Hillary Clinton, the latest comments he's made antagonizing the potential Democratic front-runner.
"Well, I think so, …
The biggest of all!
(Reuters) - As Alibaba prepares for what could be the biggest tech company IPO to date, the Chinese e-commerce giant has been counseling employees on how to deal with the roughly $41 billion they could unlock through a New York l…
We're not the only ones wondering!(Disagreeing?)
"Four years after enactment of what is widely viewed as President Barack Obama’s key legislative achievement, however, it’s unclear whether the health care law is still on track to reduce the deficit …
Late Evening Takes From Around the World June 1st/2nd
Forecasts for a rebound in U.S. growth in the second quarter and stimulus from central banks in Japan, Europe and China, along with higher-than-estimated corporate earnings, helped send the valu…
