Archive: 10/08/2007
Main News
Economic Research: Will Emerging Markets Remain Immune To U.S. Credit Woes?
Thus far, the emerging markets have largely ignored the economic slowdown and financial turmoil in the U.S. Trade and financial flows more tightly link the economies than in the past, but the U.S. is no longer the only locomotive pulling the train. Last year, China accounted for 30% of the increase in world GDP, compared with only 12% for the U.S. This year, the slower U.S. growth will reduce its share to only 9%, while China's share will rise to 33% and India's to 12%.
To learn more, click or copy and paste the URL below:
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Thus far, the emerging markets have largely ignored the economic slowdown and financial turmoil in the U.S. Trade and financial flows more tightly link the economies than in the past, but the U.S. is no longer the only locomotive pulling the train. Last year, China accounted for 30% of the increase in world GDP, compared with only 12% for the U.S. This year, the slower U.S. growth will reduce its share to only 9%, while China's share will rise to 33% and India's to 12%.
To learn more, click or copy and paste the URL below:
(subscription required)
http://standardandpoors.rsys1.net/servlet/cc5?kHiQWCBYQTVsLgHxhilpuHQJhuV2VR
Harbinger fund bet against subprime debt and won
Source: The International Herald Tribune
Harbinger Capital Partners, the New York hedge fund company run by Philip Falcone, generated returns for investors of more than 65 percent this year, helped by bets against subprime mortgage bonds and gains on commodities. More... <http://www.hedgefund-index.com/newstoday.asp>
Source: The International Herald Tribune
Harbinger Capital Partners, the New York hedge fund company run by Philip Falcone, generated returns for investors of more than 65 percent this year, helped by bets against subprime mortgage bonds and gains on commodities. More... <http://www.hedgefund-index.com/newstoday.asp>
HSBC's Hedge-Funds Chief Will Take New Post at the Bank
Source: The Wall Street Journal Online
The head of alternative investments at HSBC Holdings PLC is leaving the helm of the British bank's hedge-fund operations to become the chief strategist for attracting institutional investors to its global asset-management businesses. More... <http://www.hedgefund-index.com/newstoday.asp>
Source: The Wall Street Journal Online
The head of alternative investments at HSBC Holdings PLC is leaving the helm of the British bank's hedge-fund operations to become the chief strategist for attracting institutional investors to its global asset-management businesses. More... <http://www.hedgefund-index.com/newstoday.asp>
Swiss Re buys into hedge fund firm Brevan Howard
Reuters via Yahoo! UK & Ireland News Fri, 05 Oct 2007 10:00 AM PDT
Hedge fund firm Brevan Howard Asset Management said on Friday that reinsurer Swiss Re had agreed to buy a 15 percent stake in the firm.
Reuters via Yahoo! UK & Ireland News Fri, 05 Oct 2007 10:00 AM PDT
Hedge fund firm Brevan Howard Asset Management said on Friday that reinsurer Swiss Re had agreed to buy a 15 percent stake in the firm.
Insurers With Excellent ERM Have Clear Enterprise Risk Reporting
A sign of an excellent insurer enterprise risk management (ERM) culture that has emerged in the past two years is the quality of how companies report their current risk position compared with their defined risk appetite. Companies we assess to have strong or excellent ERM recognize that risk cannot be fully represented by a single parameter, no matter how robust the models used. A fully matured ERM program will attempt to assess all the aspects of the risks of the firm.
To learn more, click or copy and paste the URL below:
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A sign of an excellent insurer enterprise risk management (ERM) culture that has emerged in the past two years is the quality of how companies report their current risk position compared with their defined risk appetite. Companies we assess to have strong or excellent ERM recognize that risk cannot be fully represented by a single parameter, no matter how robust the models used. A fully matured ERM program will attempt to assess all the aspects of the risks of the firm.
To learn more, click or copy and paste the URL below:
(subscription required)
http://standardandpoors.rsys1.net/servlet/cc5?kHiQWCBYQTVsLgHxhilpuHQJhuV2VY
Book Excerpt: Hedge Hunters
Bloomberg - USA
In this chapter from Bloomberg News hedge fund reporter Katherine Burton's new book, she profiles Craig Effron, a hedge fund veteran who keys his ...
See all stories on this topic
Bloomberg - USA
In this chapter from Bloomberg News hedge fund reporter Katherine Burton's new book, she profiles Craig Effron, a hedge fund veteran who keys his ...
See all stories on this topic
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Yield Curve Corner
The Short View: US markets
Financial Times - London,England,UK
That view proved correct, and since Fed chairman Ben Bernanke knocked 50 basis points off the Fed funds rate, the market has chosen to interpret most weak ...
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Financial Times - London,England,UK
That view proved correct, and since Fed chairman Ben Bernanke knocked 50 basis points off the Fed funds rate, the market has chosen to interpret most weak ...
See all stories on this topic
The Securities and Exchange Commission yesterday continued its assault on stock market e-mail spam by suspending trading in the securities of three companies that haven't provided adequate and accurate information about themselves to the investing public.
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Natural Disaster Corner
Climate Prediction http://www.nws.noaa.gov/predictions.php
World Meterological Organization http://severe.worldweather.org/
Tornadoes: http://www.disastercenter.com/tornado.htm
Great Sat Pictures of events: http://www.osei.noaa.gov/Events/Current/FSHSafrica278_MO.jpg
Weather News: Weather Blog
Weather Channel - USA
If you live in Miami Beach and a hurricane watch is issued, you know that means you could soon get hit by ... a hurricane. If you live in Dallas and hear ...
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Weather Channel - USA
If you live in Miami Beach and a hurricane watch is issued, you know that means you could soon get hit by ... a hurricane. If you live in Dallas and hear ...
See all stories on this topic
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Iranian Situation
Iran's idea: Alaska as new Israel homeland
UPI Fri, 05 Oct 2007 11:42 AM PDT
Iran’s outspoken president marked Quds Day with a public call for the entire population of Israel to be deported to Alaska or Canada.
UPI Fri, 05 Oct 2007 11:42 AM PDT
Iran’s outspoken president marked Quds Day with a public call for the entire population of Israel to be deported to Alaska or Canada.
Weighing In on Iran
US News & World Report Fri, 05 Oct 2007 9:04 AM PDT
The idea that the Bush administration is seriously considering military action in Iran is frightening [" Taking Aim at Iran ," September 24]. War in Iran is not inevitable, especially when only weak economic sanctions have been levied and there has been "no breakthrough" on bilateral talks.
US News & World Report Fri, 05 Oct 2007 9:04 AM PDT
The idea that the Bush administration is seriously considering military action in Iran is frightening [" Taking Aim at Iran ," September 24]. War in Iran is not inevitable, especially when only weak economic sanctions have been levied and there has been "no breakthrough" on bilateral talks.
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Opalesque’s Corner
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Misc. Items of Interest
'Gay bomb' scoops Ig Nobel award *
A study on "gay bombs", the consequences of giving a hamster Viagra and the side-effects of sword-swallowing are given Ig Nobel Prizes.
Full story:
http://news.bbc.co.uk/go/em/-/1/hi/sci/tech/7026150.stm
A study on "gay bombs", the consequences of giving a hamster Viagra and the side-effects of sword-swallowing are given Ig Nobel Prizes.
Full story:
http://news.bbc.co.uk/go/em/-/1/hi/sci/tech/7026150.stm
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Funnies, Facts, Quotes, etc….
paroxysm PAIR-uhk-siz-uhm, noun:
1. (Medicine) A sudden attack, intensification, or recurrence of a disease.
2. Any sudden and violent emotion or action; an outburst; a fit.
2. Any sudden and violent emotion or action; an outburst; a fit.
2001: Barry Bonds of the San Francisco Giants broke Mark McGwire's single-season home-run record when he hit his 71st and 72nd home runs of the season and finished the season with 73.
1998: The Judiciary Committee of the U.S. House of Representatives recommended impeachment hearings against President Bill Clinton.
1983: Lech Walesa, leader of Poland's Solidarity union, received the Nobel Prize for Peace.
1918: Allied forces broke through the Hindenburg Line in World War I.
1892: The Dalton Brothers—famous American outlaws in the Old West—rode into Coffeyville, Kansas, intent upon robbing the town's two banks, but they were recognized and, coming out of one bank, were met by wild gunfire from vigilantes.
1882: American educator and inventor Robert Hutchings Goddard, generally acknowledged to be the father of modern rocketry, was born.
1877: A small band of Nez Percé warriors, under the leadership of Chief Joseph, surrendered to General Nelson A. Miles after holding off U.S. forces that had tracked them through Idaho, Yellowstone Park, and Montana.
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Conference, Courses, Books, Papers
Great Research Sites:
Merrill Lynch research Link to full report including important disclosures see example
John Mauldin’s Weekly Analysis
James Altucher’s Website:
Other useful sites:
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Index Corner
The CSFB/Tremont Hedge Fund Index www.hedgeindex.com.
The Cogent Dynamic Averages http://www.cogenthedge.com/home/inv_strategy.asphttp://www.cogenthedge.com/home/inv_strategy.asp
The Dow Jones Indices: http://www.djhedgefundindexes.com/index.cfm?event=viewPremiumContent (free registration)
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Regulatory Info
investor.info@sfc.hkhttp://www.sfc.hk/sfc/html/EN/inutilbar/contact/contact.htmlhttp://www.sfc.hk/sfc/html/EN/inutilbar/contact/contact.htmlhttp://www.sfc.hk/sfc/html/EN/inutilbar/contact/contact.html
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Disclaimer
The information contained in this document does not constitute an offer or solicitation to sell any security or other type of vehicles to or by anyone in any jurisdictions, nor should it be regarded as a contractual document. Under no circumstances should the information provided on this document be considered as financial advice, or as a sufficient basis on which to make investment decisions. The information contained herein has been gathered by Investor DNA, LLC from sources deemed reliable as of the date of publication, but no warranty of accuracy or completeness is given. Investor DNA, LLC is not responsible for and provides no guarantee with respect to any of the information provided herein or through the use of any hypertext link. Past results are no indication of future performance. All information in this newsletter is for educational and informational purposes and does not constitute investment, legal, tax or accounting advice. All materials are the property of the
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