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Dan Glunt | Sept. 30, 2009
As the old adage goes, "You do not have to be a billionaire to be sued like one." The fact is; a single lawsuit, even if you win, can end up costing hundreds of thousands of dollars and sometimes in excess of a million dollars. In today's society, more people file lawsuits for more money than ever before. The personal liability coverage available through a homeowners or automobile policy is simply not enough to protect you. An umbrella more ...
Phil Diamond, CFA | Sept. 30, 2009
"Seize opportunity by the beard, for it is bald behind."- Bulgarian Proverb
3rd Quarter Results -- S&P 500, +15% for the quarter, +3.6% for September, +17% year-to-date; Dow Jones Industrial Average, +15% for the quarter, +2.3% for September, +11% year-to-date; Nasdaq Composite, +15.7% for the quarter, +5.6% for the month, +33% year-to-date.
What an extraordinary year it more ...
Frontier Markets
Frontier markets are the subset of emerging markets deemed to be relatively small and illiquid, even by emerging markets standards. In the past, most frontier markets were relatively inaccessible to foreign investors. However, several frontier markets have become more investable, with lower restrictions on foreign ownership and increased liquidity in local stock markets. There are economic and investment rationales for considering allocations to frontier more ...
We at Green Valley strive to identify global themes that we believe are most likely to be important long-term drivers of the global business environment. Then we use intensive fundamental research and a wide array of quantitative tools to invest in companies that stand to benefit as these themes unfold. We believe this approach we help us to steer clear of trouble and stay focused on what's working, and making money.
Thematic investing involves identifying certain social, economic, more ...
A decade-long rise in commodities prices — the so-called supercycle — is about to resume, market bulls say, driven by rising industrial demand, a weaker dollar and production constraints. If recent performance is any indication, the upturn may have already begun. While still in the midst of a deep recession, we've got oil near US $70 per barrel, up from around $32 late last year, and copper at $2.70 per pound, double its low at the end of last year. We see no sign that the more ...
The world is full of opportunities, yet Americans’ “home bias” in investing may limit both diversification and opportunity for their investment portfolios. While many Americans intuitively realize the advantages of international investing, even now institutional investors have limited non-US assets. Currently, the average US institution has 75% of stock portfolios in domestic equities, and 25% in international/global stocks (according to Greenwich Associates). This is quite more ...
recovery, interest rates, inflation, Muni bonds, global perspective & more
Eric Linser, CFA | Sept. 21, 2009
Here is our monthly perspective on events and trends affecting the economy, the financial markets, and investment management. First, let's take a look at an interesting chart and commentary from Morgan Stanley's chief European market strategist, Mr. Teun Draaisma, as to how much further the stock market could rally. We'll take a more ...
Phil Diamond, CFA | Sept. 14, 2009
Let's talk math, statistics to be more precise. The differential (some folks think of it as the second differential and if that is how it makes sense to you, go right ahead) is the change in the rate of change. If you were cruising down the highway at 70 and all of a sudden you pull off the road into a gas station, your differential speed is very negative (you were going 70, now it feels like 20). When you tear out of more ...
Eric Linser, CFA | Sept. 9, 2009
The doldrums of summertime were all but that as Wall Street extended its gains from its early March lows. Stock markets, domestically and internationally, continued their winning ways. For the month of August, the S&P 500 rallied 3.4%, Nasdaq rallied 1.5%, the MSCI World Index was up 3.9% (in US dollar terms), while the MSCI Emerging Markets Index lost 0.5% (in US dollar terms). Year to date (through the end of August), the more ...
Phil Diamond, CFA | Sept. 8, 2009
TIPS are much in the news these days and also in the hearts of many investors. Is this the right approach? That depends. If you are looking at TIPS as a long-term hedge against inflation, then TIPS make a lot of sense, nearly all the time. As a tactical move, in anticipation of nearby inflation, we’re not so sure.
Let’s take a step back and look at TIPS before we go forward. TIPS, or Treasury Inflation-Protected more ...
Take the case that many of us will remember -- that of Terri Schiavo. Terri's husband, Michael, fought a long and costly battle to have his wife, Terri -- diagnosed as being in a persistent vegetative state for several years -- disconnected from her life-sustaining feeding tube.
Michael in 1998 petitioned the Florida Courts to remove Terri's feeding tube, with ensuing involvement by politicians and advocacy groups of all sorts, including the Florida more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
