Блог
Наши наблюдения, идеи и новости инвестиционного мира
- 6.12.2011
- Категории: Аналитика, Новости
- Метки: великобритания, долговой кризис, евробонды, европа, канада, китай, кризис, кризис в европе, сша, швейцария
Два события на прошлой неделе оказались весьма позитивными новостями для рынков, особенно после прошедших непростых месяцев. По крайней мере, сейчас мы, наконец, наблюдаем глобальные меры, о которых так давно просили рынки. Сначала Китай весьма неожиданно сократил резервные требования к банкам на 0.5%, что знаменует начало смягчения монетарной политики КНР. Рынки отреагировали на эту новость бурным …
- 5.12.2011
- Категории: Новости
- Метки: европа, кризис, кризис в европе
This week sees the most critical meetings of the key personnel in the Eurozone since the launch of the physical currency almost 10 years ago. Arguably it is the most important meeting regarding currencies since the collapse of the Bretton Woods system in 1971. Without over-dramatising, we could be staring into the abyss of the …
EUROPE — LIGHT AT THE END OF THE TUNNEL OR AN ONCOMING TGV? Читать далее »
After an apparently restful US holiday hiatus, the bulls were back in rare form last week. Last week marked the biggest weekly gain in the S&P 500 Index (SPX) since March 2009. Of course, the index was down big during the two weeks prior to this massive gain, and the SPX still hasn’t recouped what …
- 26.11.2011
- Категории: Аналитика
- Метки: обзор рынка, тенденции рынка
Недавно я, Тишкова Вероника, посетила конференцию рейтингового агентства Morningstar «Лушие идеи и советы инвесторам на 2012» в Лос Анджелесе. Спикер Кристина Бенц — Директор по Личным Финансам Morningstar Inc. и автор книг о личных финансах, говорила о том: Какие рынки сегодня перегреты и какие недооценены Как использовать исследования для поиска свежих решений для инвестирования в …
- 9.11.2011
- Категории: Новости
- Метки: инвестиционные инструменты, страхование жизни
Over the years, many clients have brought investments in life insurance policies to our attention as these have become popular as alternative investment funds. We have always been skeptical of the payouts and liquidity issues, but now two new court rulings show additional risks are involved. Investor beware! In light of two recent rulings by …
Viaticals, Life Settlements and STOLIs… sound Russian but they are not! Читать далее »
- 8.11.2011
- Категории: Аналитика, Инвестиционные идеи
- Метки: s&p500, vix
According to an article in Bloomberg recently, the put to call ratio on the CBOE Volatility Index (VIX) is the highest it has been since January 2009. Currently, there are around 101 puts to every 100 calls on the VIX as traders bet that volatility will fall and the recent rally in stocks will continue. …
U.S. equity futures (/ES) soared this morning as the result of deals that were reached among Greek bondholders and European leaders. The bondholders agreed to a 50% haircut, and the rescue fund’s capacity was increased to $1.4T. In The US, investors continue to cheer the third quarter earnings reports and the recent string of stable …
We will start with bit of humor about the industry we are in… Some (Western) Financial Advisers have always focused on the not so easy job of providing common sense to their clients. Recently, we found a post that took this activity to a new high (or low, depending on how you look at it!). …