Friday, July 23, 2010

Marc Faber : Where to Invest in 2010 ? - the Russian Forum Feb 2010

Investments: Where is the Money in 2010 – What are the Risks?

Marc Faber asks how to invest $100,000 answers from Nassim Taleb, Hugh Hendry and others ...The video dates back in February 2010 , but it is still a great watch and very informative


NASSIM TALEB : Mother Nature is the smartest risk manager of all

NASSIM TALEB: Yeah, it's strangely enough in South Africa that I learned about the idea of Mother Nature. It came to me when I went to Pilansberg five years ago, I think, five or four years ago and I just realised that the national systems are now stable, start looking into the workings of Mother Nature as the smartest risk manager of all. Something that has worked for billions of species, for billions of years has to have some stability. So I rewrote The Black Swan, then completed The Black Swan, added a hundred pages on robustness and fragility - what is fragile and what is robust.
in 20 July 2010

Mohamed El-Erian on Money magazine

"The typical U.S. investor tends to have about 80% of equities in the U.S. The world of tomorrow suggests a much greater exposure overseas. In general, you should consider holding a third of your equities in the U.S., a third in industrial countries outside the U.S., and a third in emerging markets." PIMCO co-CEO Mohamed El-Erian told Money magazine

Common Sense from Marc Faber

Dr. Marc Faber, the economist, investor and long-time member of the prestigious Barron’s Roundtable, offers up some good perspective on investing in his latest Monthly Market Commentary newsletter.
The title of the commentary is “One of the First Duties of the Investment Advisor is Educating the Masses not to Speculate,” and it’s worth grabbing out a few of his key points.
I feel that most investors take far too many risks – often with borrowed money – and fail to diversify sufficiently. They also have little patience, very short-term time horizons and no tolerance for losses. Finally, their expectations about investment returns are completely unrealistic… Most investors buy a stock or make an investment with the view that within a month the return should be between 10% and 20%.

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