Record US Q1 results

The US Dow Jones Industrial Average and the S&P 500 recorded their biggest first-quarter point gains ever. The Dow industrials rose 994 points, or 8.1%, and the S&P 500 rose 150.87 points, or 12%, during the first three months of 2012, amid signs of a strengthening U.S. economic recovery. The Nasdaq rose 486.42, or 19%, in the first quarter, narrowly missing its biggest point gain since 2000. Careful chasing this run from here!...

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Траст: доверительное управление имуществом

По британскому законодательству траст - это соглашение, по которому имущество передается в распоряжение управляющим, но владеют им и получают доход так называемые бенефициары. Объектом доверительной собственности признаётся любое имущество, как движимое, так и недвижимое. Исключается из этих отношений лишь имущество, прямо запрещаемое законодательством страны учреждения траста, например, имущество, заложенное в банке, или являющееся объектом судебного разбирательства. Использование траста для защиты собственности. С помощью траста, человек...

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Precious Metals

The supply of the world’s reserve currency, the dollar, has been continuously expanded since the world economic crisis began in 2008.  Two rounds of quantitative easing and additional expansionary activities have enlarged the Federal Reserve’s balance sheet.  This monetary inflation has yet to affect officially reported inflation aggregates but commodity prices have...

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Asset Allocation: risk reduction realities!

Lets face it, asset allocation models are the heart of financial planning and investment advising. I have highlighted five major lessons we can learn from investment errors and market history in order to get allocations correct! Mistakes can be made in all kinds of environments. The market's behavior over the 16-year period from 1987 to 2002 encompasses the extremes, stretching...

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Hedge Fund Overview

           What is a Hedge Fund?             Hedge funds are made up of capital pooled by multiple investors for the purpose of investing in a variety of ways.  They are generally not subject to extensive government regulation because they are private funds not sold to public or...

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The Forex Discussion: A Basis

Over the last 10 years of meeting clients, invariably most new client meetings start with questions regarding currency trends. During these initial meetings, I always understood that the questions have very little too do with any advice regarding forex, but more to do with my analysis. I usually discuss the basic fundamental relationships involved in the macroeconomic landscape,...

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Buffett on Buybacks: the logic of dollar cost averaging

Warren Buffett published his annual letter to Berkshire-Hathaway (BRK.B) shareholders in late February. In it, Buffett devoted many paragraphs to the subject of share buybacks, a topic he has opined on before. This year, he focused specifically on valuation and price performance. Regarding valuation, here is what the Oracle of Omaha wrote: Charlie [Warren Buffett’s partner] and I favor repurchases when two conditions are met: first, a company has ample funds to take care of the operational and liquidity needs of its business; second, its stock...

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European Distressed Fund Investment

The uncertainty and volatility of the Euro zone has many investors skeptical of the potential for returns from investment in Europe.  Uncertainty about the future of the Euro has been at the forefront of investors’ concerns.  While fear about the potential for a Greek sovereign default may be exaggerated, such fear is not irrational.  The crisis in Europe...

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