E.D. Hart

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More Thoughts on Mohamed El-Erian's 'When Markets Collide'

Thanks Geoff for your insightful analysis. I believe that what you reference is true, widely known, and uncommonly followed. Like eating ice cream every night before retiring, we often know the right thing to do and fail to do so anyway. Asset allocation is unsexy, unfun, and requires patience and long periods of inactivity. Like eating carrots, its good for us, is widely known, and uncommonly followed.
Sep 03 15:35 pm |Rating: 0 0 |Link to Comment |View article
Indexing Our Global Market Portfolio

This is excellent analysis. It refutes what David Swenson of Yale says when he stated recently that the retail investor shouldn't and couldn't do what he does.

Although not precisely the same obviously as the active team that MR. Swneson leads to manage Yales billions, this apporach represents a way forward.

In fact, you present a way, as others have done, for a retail investor to passively allocate assets globally, and rationally. Thanks for the article.
Apr 09 18:04 pm |Rating: 0 0 |Link to Comment |View article
GMO: Stocks Will Lag Historical Average for Next 7 Years

Why don't they include commodities? (other than timber)
Feb 21 19:44 pm |Rating: 0 0 |Link to Comment |View article
So Much for the Decoupling...

Gold is a barbarous relic with no predictive power= bad investment

If growth comes down, inflation comes down= we are headed to lower inflation in a recession

Jan 21 15:37 pm |Rating: 0 0 |Link to Comment |View article

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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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