I know it will be a stellar event... and the weather in Newport should be excellent. Much bettter than better than that sweltering heat in N Y C, Philly and DC..
so is Goldman right and we are onward to 4% on the 10 TNX or as Jeff Rosenberg indicated on cnbc today, he feels we can stay under the 2.6% area... Ben B will give us guidance tomorrow.
Now I know that duration and duration risk increase with virtually all bonds..... However, if you if you happen to have a client who has a boat load of deep discount bonds 30 year bonds.... the duration actually starts to fall after as you approach year 17 and move out to year 30........
The AUD/$ had a very exciting and important low on Friday and Monday... at .90 area... I am pretty confident it will be able to work it's way back to the 94 -95 cent area .... and suspect we will look ahead 6 months and see it heading towards parity......
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(this was passed along to me)
cool event:Todd M. Schoenberger, Managing Partner of LandColt Capital LP, has been invited by Opal Financial Group to be a featured panel expert on current issues regarding hedge funds and fund of funds. Topics will include a drill-down of alternative investments, the role of hedge funds in portfolios, the ability to locate superior alternative managers, and a discussion about how tax rate changes are impacting allocation decisions. The presentation will be held Tuesday, July 23rd at 2:45.
As part of the Private Wealth Series, the Family Office/Private Wealth Management Forum is Opal’s premier conference and the preeminent event in North America for high net worth individuals and family offices from around the world. Some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe will return for three days of engaging discussions on the latest investment trends and soft issues surrounding this generation and future generations of families. The event will take place in historic Newport, Rhode Island, which is rich in history and wealth alike.
The Private Wealth Conference will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.
LandColt Capital LP is a private account investment management firm located in Manhattan and Lewes, Delaware. The firm offers innovative asset management strategies for accredited investors and advisors. To learn more about investing with LandColt Capital LP, you are welcome to contact info@LandColtCapital.com or 212-308-7393.
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for anyone who want to go to where it will be cool on July 23rd...... |
