Talking Markets at GAIM in Florida
Here’s an interview I did earlier today, discussing market outlook. http://reut.rs/W0fL9e
Author Archive for: Simon Lack
Entries by Simon Lack
Stocks That Look Like Bonds
Terry Smith, UK-based CEO of Tullett Prebon AND Fundsmith, LLP (obviously a man of prodigious energy) has written an interesting piece in the FT commenting on the attraction of owning less volatile stocks. He is highlighting the Low Beta Anomaly, a weakness in the theory behind efficient markets which predicts more risky investments need to generate a […]
Investing for Income Without Using Bonds
Barrons has a good piece highlighting dividend stocks and MLPs as sources of investment income. Andrew Bary, the writer, sounds as if he’s been reading from our playbook!
Quarterly Outlook
Fiscal issues dominated the last few weeks of 2012 and are likely to provide headlines during the next several months as well. Therefore, it’s worth contemplating what it means for investors. Following this most recent skirting of disaster with the Fiscal Cliff, it’s possible to draw some inferences about how the ongoing budgetary debate will […]
Why Compromise in Washington is so Elusive
As we approach the Fiscal Cliff, or more properly Slope, I thought the Republican negotiating strategy was very revealing. Gerrymandering, the process by which Congressional districts are tortured into shapes that resemble something drawn by a drunk with a permanent marker, are certainly part of the issue. Although the original intention was to allow for districts that reliably […]
Brief 2013 Outlook Written for FinAlternatives.com
2013 will be the year when bond investors begin to acknowledge the inevitably low future returns caused by the Fed’s multiple rounds of Quantitative Easing and debt monetization. Negative after tax real returns will reach high grade bond investors as they already have for holders of government debt. The relentless Math, whereby the return on […]
Wall Street Journal Best Business Books of 2012
I had inexplicably missed this on Dec 14th, but The Hedge Fund Mirage made it on to this list. Click Here for the article.
Hedge Funds Limp To The Close of a Lousy Decade
The Economist, without doubt my favorite weekly magazine (or newspaper as they refer to themselves) has brought its clear thinking and analytical skills to hedge fund returns. As usual they’ve provided a balanced perspective that includes important points. They note the poor decade hedge funds have had relative to a simple 60/40 stocks/bonds portfolio. They […]
A Recent Interview I Gave on Hedge Funds and Investment Strategy
I gave an interview yesterday to Stansberry Radio discussing hedge funds and our investment strategies. If you’re interested you can find it here.
Holding Stocks Without Screaming
One opinion shared by many investors nowadays is that stocks are risky, and the near term outlook is especially unclear. Today’s Wall Street Journal profiles a financial adviser in Chicago, Jeffrey Smith, who spends much of his time persuading clients that they should remain in equities in order to achieve their long term investment goals. One […]
