Hedge Funds Trail Stocks by the Widest Margin Since 2005 – Bloomberg 12-05-13

Salient to Investors: Hedge funds returned 7.1 percent in 2013 through November versus the 29.1 percent return of the S&P 500 Index, with reinvested dividends, and are headed for their worst annual performance relative to US stocks since at least 2005 and underperforming for the fifth year in a row.

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How Investors Lose 89 Percent of Gains from Futures Funds – Bloomberg 10-07-13

Salient to Investors: Managed futures turned out to be good for brokers and fund managers but not for investors. During the decade ended in 2012, over 30,000 investors put $797 million in a managed-futures fund called Morgan Stanley Smith Barney Spectrum Technical LP, which already had $341.6 million invested during

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Market Makers Stanley Druckenmiller – Bloomberg TV 09-11-13

Salient to Investors: Stanley Druckenmiller said: The poverty rate for seniors over the last 35 years has dropped from 35% to 9%, while their wealth has dramatically increased The numbers of seniors is about to explode and there is no way we can pay for what we have promised them.  The US

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Weil’s View on Finance, Afternoon Edition – Bloomberg 08-30-13

Salient to Investors: Steve Hanke at Johns Hopkins University said inflation is always and everywhere a monetary phenomenon, but hyperinflation is always and everywhere a political phenomenon. payday short term loan Ricardo Hausmann at Harvard says the Fed’s planned tapering is not the only reason why emerging-market stocks and bonds

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Dalio Patched All Weather’s Rate Risk as U.S. Bonds Fell – Bloomberg 08-14-13

Salient to Investors: The decline at Bridgewater Associates’ All Weather fund and similar funds shows allocating assets between stocks and bonds can leave investors overexposed to rising interest rates. Ramin Nakisa at UBS Investment Bank said June’s sell-off in Treasuries and inflation-linked bonds was just a dress rehearsal for the volatility awaiting

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