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Category Archives: Institutional Investor

Are we there yet?

I’m convinced this blog has some of the brightest and most capable followers. Someone asked me if there was a chance the Greedometer / mini-Greedometer sequence may now have been warped downwards (a slope that becomes steepened).  What an excellent question. The only time a Greedometer sequence was warped downwards was the Fed’s taper tantrum last year. The baseline was reached, then over the […] Read the rest of this entry »

Dear PIMCO

Dear Pimco, I’m sorry to read of your Gross loss. Wait, that reads funny. I’m sorry to read of your loss of Gross. That’s no better….  Oh well, sorry. The great 30+ year U.S. bond bull run only has a couple more years to run before it becomes an investment wasteland.  In the event you consider a gradual migration towards funds that may be […] Read the rest of this entry »

Seismic mutual fund money movement

There is approximately $6T being managed by the top 50 U.S. Mutual Fund cos.  Half of this is with the top 3 alone: Fidelity, Vanguard, and American Funds.  Franklin Templeton and T Rowe Price form a respectable but small 2nd tier. There’s a 3rd tier: Columbia, Dodge & Cox, Oppenheimer, John Hancock, PIMCO, Invesco, Blackrock, Janus, American Century, MFS, Lord Abbett, and ING.  Then […] Read the rest of this entry »

Institutional Investor: Update

  Much of this year has been spent and will be spent preparing to launch services for institutional investors in Q1 next year. Both a market timing letter and a hedge fund are  being pursed (thank you for the interest).  As a means of building credibility (to make it easier for you to make a case to your investment committee), I have been sharing […] Read the rest of this entry »