Venture Capital Investing (Primer)
Conversations with Margo
A Street model portfolio discussion: business development companies
Of bonds and bubbles (and a bubble in calling things bubbles)
Y-Charts article on debt reduction progress
An interesting which article discusses the progress made on debt destruction since the financial crisis. Click here
Institutional Investor: a new paradigm for balancing risk and retur
Pay attention to match your investment time-horizon and your risk-management process. Click here
A return of equity volatiltiy
Policymakers have big impact on markets and they’re stuck in the middle–between pulling back from liquidity programs and providing yet more support. Click here to read more.
If only more politicians performed like this...
The Rhode Island Treasurer takes the time to educate the public so she could “do the right thing” with regard to the State’s underfunded retirement plan. Click here
Canada Pension Plan Investment Board buys toll roads in Chile
This is a good example of an institutional investor investing in current cash-flowing real assets. For the article click here.
Water will be an important investment risk/theme in the decades to come.
An interesting process to monitor specific important risks by Norway’s sovereign wealth fund. Read article
David Einhorn and other top hedge fund managers listed as top shareholders in Oaktree (OAK)
Given the asset classes that Oaktree manages performance fees should be good for quite some time. Click here to read about Einhorn’s investment in OAK.
Need support for housing prices
Institutional efforts to buy foreclosed houses and turn them into rentals is gaining momentum. Click here to read more.
Big holes in credit markets create opportunities for fund managers
lliquidity premium can be captured by smaller credit funds. Click here to read WSJ article.
Smart investment philosophy at large Canadian pension fund
We agree with this investment philosophy. Click here to read article.
The financial services industry is going through unprecedented change
This is the opportunity our A Street Alternative Strategies is focused on. Click here to see article.
WSJ article about retirement planning
Click here to view article.
A new way to get your Social Security estimate online
Click here to go to the site.
One of the smartest in 'Hedgefundland'
Click here to see brief comments on economy from Ray Dalio of Bridgewater.
An interesting tax idea
Not sure how they account for fewer young workers being able to enter or advance in the workforce, or the fact that many early retirees don’t truly retire but rather start new businesses….but an interesting idea nonetheless. Click here to read the article.