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At Least You Have to Applaud Putnam For Trying

June 29, 2011
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Asset Allocation RIPI love the idea of what Putnam is trying to do: “critically examine key investment theories, strategies and assumptions and suggest changes that can achieve better outcomes for companies, institutions, plan sponsors, investment advisers and individual investors.” Most people just assume that the conventional […]

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Is China a Problem Waiting to Happen?

June 29, 2011
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Just read a couple of articles in the Wall Street Journal this morning about accounting issues in China. This jives with things I have been hearing from others about problems and concerns in China. Those who know us realize that while all of this is interesting we don […]

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Is China a Problem Waiting to Happen?

June 29, 2011
|
0 Comments
|

Just read a couple of articles in the Wall Street Journal this morning about accounting issues in China. This jives with things I have been hearing from others about problems and concerns in China. Those who know us realize that while all of this is interesting we don […]

Read more →

John Paulson is Not Perfect

June 24, 2011
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John Paulson Also Is Taking a Bath on Gold Mining StocksI have nothing against John Paulson, he made the greatest trade in history and you have to respect that. If you haven’t read Greg Zuckerman’s book on this I highly recommend it. The point I want […]

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