Posts Tagged ‘investing

After reading Paul Kedrosky’s post about Harvard’s portfolio changes I decided to walk through its holdings in the latest SEC 13F report. Top investments where clearly some Emerging Markets ETF’s, but assumed this was because of the concentration of Emerging Market investments in a few lines, while regular stock holdings were scattered in a lot […]

Everybody knows : In the long run, stocks always go up. If you screw up a short term gamble, like buying some troubled financials, reposition your investments as a long term investment. You can afford to ignore further losses, as in the long run it will rebound. Maybe not this year, maybe not even next […]

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  • anonymous: what advantage does allard have in this simple pair trading compared to competitors? [...]
  • anonymous: is it case of hedging rights with stock, so completely fungible? [...]
  • anonymous: Seriously, Allard made million with arbitrage claim vs stock in Imtech. Was a no brainer ; but as a [...]
  • anonymous: Nobody cares, next [...]
  • anonymous: @ 10.23 am. All true, but a big part of the money he made was thought out by others (Altana) or was [...]
  • anonymous: Pretty sure he lost also a lot of money on Imtech ! A number with 6 digits ! [...]
  • anonymous: how did he make money on imtech? how much pnl? [...]
  • anonymous: Always feels funny to see how people are concerned with Allard's well being. The post about the curr [...]
  • anonymous: No it's not, it's been exactly that [...]
  • anonymous: 84 is only slightly exaggerated [...]