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- The S&P 500 in Real Terms
- Vincent Fernando submits: [Update below] I would love to have a long term chart of the S&P 500 in real terms, though I haven't yet gotten my hands on one, or on the time to put one together given I'm on holiday in France. Still I managed to get...
- External links 2009-05-31
- A Better Alternative to the New Global Hyperinflation Fund
- Vincent Fernando submits: After their Black Swan fund gained 234% in 2008 year of the black swan, and realizing that future years can't all be black swans, (i.e. they are at the top of their game with the Black Swan strategy), management company 36 South is starting a Hyperinflation...
- External links 2009-06-16
- Do California IOUs Carry an Implicit Guarantee from the Federal Government?
- Vincent Fernando submits: By now almost everybody probably has heard of how California will issue IOU's to pay its bills and how these will yield 3.75%. As Joe Weisenthal at Clusterstock pointed out, this puts and end to the key difference between the Federal Government and California - that...
- External links 2009-07-05
- Goldman Early 2009 Earnings Look Like Old Goldman of 2007
- Vincent Fernando submits: So just where does a $2 billion profit fit into Goldman Sachs Group’s GS profit-making history? If, as The New York Times reports Monday, Goldman will clear $2 billion in net income this quarter, it would make it the bank’s eighth best quarter since...
- External links 2009-07-14
- Housing Bust: Speculators Sounded the First Alarm, Not Government
- Vincent Fernando submits: It is interesting to note that speculative markets, not government institutions were the first to sound the alarm when it came to the US housing bubble. And actually... not only were government institutions asleep at the wheel in terms of warning people that prices had gone...
- External links 2009-08-09
Additional Resources
- Sun Arbitrage Reopens on Market Weakness
- Vincent Fernando submits: Ah... "efficient markets"... today Sun JAVA shares are down about 0.04 at the time of this post, taking the Sun arbitrage IRR from an estimated 11.25% to 15.4%, and absolute return from 2.8% to 3.7%. These numbers are before transaction costs or the addition of a...
- External links 2009-04-27
- Goldman's China Portfolio: Professional Investing or Day Trading Rag?
- Vincent Fernando submits: Sometimes "professional" investment research resembles little more than a day trader rag with nicer charts and fancier wording to make the reader feel less guilty and more professional about the kind of "investing" he or she is actually performing. Thus we point to Goldman's GS recent...
- External links 2009-08-04
- China Investment Rewards Failed Blackstone Investment with More Cash
- Vincent Fernando submits: After watching their US$3bn investment in the Blackstone BX IPO shrink by nearly two-thirds (from $29.605 to $12), China Investment Corp is reported to be investing $500mn in Blackstone funds not directly in the stock this time in an attempt to get into markets while prices...
- External links 2009-06-22
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