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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (43763)10/19/2005 10:03:36 AM
From: Moominoid  Respond to of 110194
 
Dynamic diversification.

Anyone seen this really hypocritical article (IMO) today by Swensen:

nytimes.com

The US already has far stricter regulations to protect investors from theemselves than say Australia has, and he wants to make them tougher. I suppose so that there is less competition for returns for the hedge funds in which Yale is invested...



To: TobagoJack who wrote (43763)10/19/2005 10:08:01 AM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
Jay,

I had a chat with one of my HK friends yesterday, a jeweler (manufacturing) who travels back and forth.

He said HK retail space is going sky high again, quoting numbers that has too many digits for me to fathom. Mainlanders are supposedly the big drivers. Is this true? A bubble?

Ramsey