Alternative Assets

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Thumbnail image for Gold in Freefall: What Would Tom O’Brien Do Now?
By April 13, 2013

Tom O’Brien, editor of The Gold Report newsletter and CEO of Tiger Financial News Network, was on CNBC yesterday talking to Amanda Drury and Brian Sullivan about the dreary performance of gold over the last few days. O’Brien said gold is a very small market and the SPDR Gold Trust ...

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Thumbnail image for Sorkin’s Series of Interviews with Ray Dalio
By September 21, 2012

CNBC’s Andrew Ross Sorkin interviewed successful hedge fund manager Ray Dalio of Bridgewater Associates in a series that aired today. Dalio discusses QE3 which he considers a good plan and not radically different from easing interest rates. He also comments on the U. S. dollar which he sees losing short-term ...

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Thumbnail image for Historical Precedent Indicates We’re in a Recession: Gary Shilling
By July 19, 2012

Long-time market observer and author Gary Shilling was on Bloomberg commenting on Fed chairman Ben Bernanke’s recent testimony on the economy and problems he sees ahead. Shilling said he expects further weakness in employment as we are probably in a recession right now. He added that retail sales were negative ...

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Wilbur Ross: Investing in Natural Gas and Ireland
By May 16, 2012

Energy stocks (oil, coal, natural gas) have been remarkably weak lately. Chesapeake Energy (CHK), the large natural gas producer, recently hit its lowest price in over 3 years. Wilbur Ross, “private equity legend and master of the turnaround,” was on CNBC’s Fast Money yesterday.  Ross commented on the turnaround potential ...

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Eric Sprott, “The Dominoes Will Continue to Fall”
By May 10, 2012

Canadian hedge fund manager Eric Sprott ($9 billion assets under management) was on CNBC’s Halftime Report yesterday. The interview was conducted at the SkyBridge Alternatives (SALT) conference in Las Vegas (two videos included below). Sprott said we had an overlevered banking system going back to the NASDAQ crash. The Lehman ...

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MIT’s Andrew Lo Advises Diversifying Across Asset Classes
By February 29, 2012

In the latest edition of WealthTrack, Consuelo Mack interviewed MIT Sloan School of Management Professor of Finance and money manager Dr. Andrew Lo. Lo began the interview with a discussion of market volatility by stating political instability was the biggest source of systemic risk hanging over the market with the ...

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Charles Ellis Talks About Investor’s Blunders
By December 14, 2011

Consuelo Mack recently interviewed index fund devotee and consultant Charles Ellis, author of “Winning the Loser’s Game.” Ellis also advises the Yale endowment which had 20 years of positive returns and returned 16% per year from 1998 to 2008. Ellis has written a new book entitled, The Elements of Investing ...

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By October 2, 2009

Daniel Rohr, CFA, provides some interesting insights into the fundamentals behind timber, which Jeremy Grantham and several large college endowments have popularized as an asset class. Rohr examines the history and future of timber in a well-written and enlightening article. More than 90% of U. S. homes use wood-framed walls ...

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By September 12, 2009

John Hechinger has written an article for the Wall Street Journal entitled, “Harvard, Yale Are Big Losers in ‘The Game’ of Investing.” By utilizing exotic thinly traded investments these ivy league schools suffered 30% losses in the year ending June 30, 2009. However, their long term results are still the ...

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By August 10, 2009

Andrew Barry at Barron’s has written an article about the likely overpricing of timberland. Timber became popular with investors of university endowments over the past decade; also, Jeremy Grantham has focused attention on this once-underappreciated asset class. It seems probable that many have piled into timber at the wrong time ...

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