Roger Nusbaum
Roger Nusbaum's Latest Articles
Throwing In The Towel
Nov 18, 2008 · Comments (0)
Not me but maybe the market. Yesterday’s decline felt like the market just gave up, it grew weary of fighting. No way to substantiate that of course, just... >>>
Thursday Tidbits
Oct 30, 2008 · Comments (0)
I’ve written a few times about some of the income trusts and other funky investment vehicles from Canada. I have always found them intriguing, conceptually,... >>>
The Future Of Portfolio Construction?
Oct 29, 2008 · Comments (0)
Well, maybe. IndexUniverse.com had an article about Bank of NY creating a bunch of GDR indexes (similar to ADRs but traded in the UK) for quite a few countries... >>>
Finding the Forest
Oct 24, 2008 · Comments (0)
Several comments came in that explored the notion of whether traders, as opposed to investors, are pushing the market around. Then a link to an article about Roubini’s... >>>
Absolute Return Funds: Challenges and Opportunities
Oct 22, 2008 · Comments (0)
At different times I’ve talked about adding more absolute return in if we can no longer rely on equity returns the way we used to. That sounds ok I guess... >>>
Trying To Look Forward
Oct 20, 2008 · Comments (0)
For the last couple of weeks the tone to many of the blog posts has been more constructive on the market than I’ve been in quite a while. I’ve even... >>>
Around Europe: Investment Risks and Opportunities
Oct 15, 2008 · Comments (0)
Things are still going poorly in Iceland. According to Bloomberg the ICEX 15 Index reopened on Tuesday after a three day trading halt. The result was a one day... >>>
An Observation Or Two on the Market
Oct 14, 2008 · Comments (0)
My brother had the best one liner of the day yesterday. He emailed me at the close and said ‘yeah, this seems rational to me.’ Hysterical. I was jumping... >>>
What Are We Learning from this Market Meltdown?
Oct 13, 2008 · Comments (0)
One thing I have touched on before but maybe not written extensively on is the idea of continuing to learn about navigating markets. However well or poorly you... >>>
The Battle Between Reason and Fear
Oct 12, 2008 · Comments (0)
Here is an interesting quote from Jeremy Grantham in Barron’s: “So although the fair value of the S&P today may be about 1025, typically bubbles... >>>





