Archives

page 1 of 19   Sep ’11–Jan ’12 page 2 of 19   May ’11–Sep ’11 page 3 of 19   Mar ’11–May ’11 page 4 of 19   Dec ’10–Mar ’11 page 5 of 19   Oct ’10–Dec ’10 page 6 of 19   Jul ’10–Oct ’10 page 7 of 19   Apr ’10–Jul ’10 page 8 of 19   Feb ’10–Apr ’10 page 9 of 19   Nov ’09–Feb ’10 page 10 of 19   Sep ’09–Nov ’09 page 11 of 19   May ’09–Sep ’09 page 12 of 19   Mar ’09–May ’09 page 13 of 19   Jan ’09–Mar ’09 page 14 of 19   Dec ’08–Jan ’09 page 15 of 19   Nov ’08–Dec ’08 page 16 of 19   Oct ’08–Nov ’08 page 17 of 19   Aug ’08–Oct ’08 page 18 of 19   Jun ’08–Aug ’08 page 19 of 19   May ’08–Jun ’08

• an independent review Jan 24, 2012

  A regular look at your investment process is important, so that you are sure that the approach of the past should be carried forward. To do so effectively, you might need a helping hand.

• point counterpoint Jan 19, 2012

  How do you go about making investment decisions? What range of information do you consider? Some simple thoughts on how you could do it better.

• the haircut Jan 3, 2012

  What assumptions should lie at the heart of the investment plans for organizations and individuals? We need a radical rethinking of the way business is done.

• seeing the trades Dec 28, 2011

  When it comes to evaluating investment strategies and managers, the degree of transparency that you have makes all the difference in the world.

• one tremendous tell Dec 5, 2011

  Sometimes how an asset management firm approaches a particular sector speaks volumes to its overall process. You can probably guess which sector serves as today's Exhibit A.

• stardust Nov 9, 2011

  The night sky is full of them -- and so are the pages of investment publications. But the game is changing when it comes to the most famous research ratings system.

• a very delicious direction Oct 31, 2011

  Moisten your finger, stick it into the investment wind, and figure out which way to go. That's how much of the capital in the market is allocated.

• degrees of difficulty Oct 10, 2011

  Lumping similar kinds of investment vehicles together for performance comparison is the way of the world. But there's an important dimension that's often forgotten.

• broken charts Sep 27, 2011

  The computer screens of investors are now full of awful images. Watch what those investors do in response (and versus what they said they'd do).

• algo city Sep 20, 2011

  The markets have become more and more computerized, automating decision making in all kinds of ways. What does that mean for evaluating investment styles and managers?

= one of tom's favorites