The Changing Investment Climate

Here is a link to an interesting White Paper from Guy Haselmann of Gregoire Capital, dated August 2009: http://www.gregoirecapital.com/HF%20Outlook%208-09.pdf I found it interesting because it discusses a variety of very important concepts such as investment flexibility, market dislocations, inflation vs. deflation, diversification, hedge fund operating risk, etc.   SPX at 1063.22 as this post is written

“Opportunity of a Lifetime”?

One phrase that I have heard mentioned a few times is that the economic and market declines of 2008-early2009 created a “Opportunity of a Lifetime” to buy stocks, businesses, and other assets. I am not sure what reasoning is used to justify the “Opportunity of a Lifetime” phrase (and no reasoning has been provided).  It would … Read more“Opportunity of a Lifetime”?