SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (42751)11/14/2008 8:57:16 AM
From: Haim R. Branisteanu1 Recommendation  Respond to of 217822
 
Schwitzer (spl?) from JPM on CNBC just said that the USD is on his way to strengthen further - we where first in and now first out of the recession - UUH !!! and no one even reminded him that only yesterday a recession trade deficit was announced of a mere 56 billion - oh well this is small change I suppose -

Only wonder how grown ups can even utter such non-sense, no to mention those that call themselves “financial experts”

Unbelievable how ignorance and arrogance are exposed without shame



To: carranza2 who wrote (42751)11/15/2008 6:23:08 AM
From: TobagoJack  Read Replies (1) | Respond to of 217822
 
just in in-tray

Just to back up xyz’s point about endowments: in 2008 they held 13% of their assets in fixed income, down from 33% in 1995.

Their ‘alternative asset’ investment – read private equity and the like – was up from 20% in 1995 to, wait for it, 60% in 2008.

What little they can get back will be distributed between equities and FI but there will be a lot of sackings if it isn’t disproportionately to safety in my view.