http://www.hedgeco.net/blogs HedgeCo.Net Hedge Fund Blog & Opinions Fri, 03 Jul 2009 20:58:50 +0000 http://backend.userland.com/rss092 en Mr Money - Unemployed A Slice of Real Estate Pie             Investors know that building a solid portfolio involves striking a balance between producing high returns and protecting the portfolio’s assets. The underlying factor in both of these is risk. However, our desire to manage risk does not mean we need to ... http://www.hedgeco.net/blogs/2009/07/03/putting-money-back-to-work/ News That Moves Markets Demand for physical gold is increasing at a serious clip. Supply has been declining for quite some time as new discoveries have been limited and production hampered by rising costs combined with the manipulated suppression of gold prices by Central banks. Central banks are manufacturing copious amounts of worthless ... http://www.hedgeco.net/blogs/2009/07/02/gold-investors-add-43-to-holdings-of-bullion-inflation-government-suppression-of-gold/ RCM Editorial While the mainstream media is busy rolling "green shoots" and smoking them, I thought I'd compose a post today to help you 'JUST SAY NO.' Ben "Helicopter" Bernanke and his side kick Tim "Pinocchio" Geithner (honestly, watch him speak, I swear his nose looks like it grows) have been ... http://www.hedgeco.net/blogs/2009/07/01/manipulation-of-equity-markets-helicopter-ben-pinocchio-tim-and-arthur-levitt-california-misses-budget-deadline/ Market Watch, with the help of regulatory filings has released an article which indicates that Colony Capital is raising money for an upcoming IPO: Colony Financial Inc. will be a real estate investment trust managed by a subsidiary of Colony Capital. The new REIT plans to mainly buy, originate and manage ... http://www.hedgeco.net/blogs/2009/07/01/colony-capital-owners-of-michael-jacksons-neverland-to-ipo/ News That Moves Markets   RCM Comment: In a world seemingly full of bad news, during a news cycle full of Madoff, Iran and North Korea, I thought you could use a little lift. I thought you would appreciate a story where good triumphs over evil and where a constitution is protected ... http://www.hedgeco.net/blogs/2009/06/29/honduran-coup-jump-in-mortgage-rates/ News That Moves Markets   RCM Comment: O.K. we have a lot to get to today, so let's get started. First, I've put together a list of economic numbers recently released to offer more evidence in support of my pronouncement that "the economy is not in good shape". I know this proclamation ... http://www.hedgeco.net/blogs/2009/06/29/economy-not-in-good-shape-recent-changes-to-the-way-the-us-treasury-tallies-demand-at-its-bond-auctions/ The Credit Suisse/Tremont Hedge Fund Index finished up 4.1% in May, with nine out of ten sub-strategies posting positive returns. Key findings from the report include: Emerging Markets managers, up almost 7% in May, benefited from increased optimism about global growth and rising commodity prices, with Eastern European-focused managers outperforming other ... http://www.hedgeco.net/blogs/2009/06/29/best-monthly-returns-in-over-nine-years-credit-suisse-tremont-index/ The Internal Revenue Service issued another notice this week regarding the procedure for late filing of the 2008 Form TD F 90-22.1, "Report of Foreign Bank and Financial Accounts" (FBAR). Taxpayers should make every attempt to file timely, as reports filed late need to be filed in duplicate. The original is to be ... http://www.hedgeco.net/blogs/2009/06/29/irs-issues-details-on-foreign-account-reporting-filed-after-next-weeks-june-30-deadline/ Last week, Freddie Mac reported that the 30-year fixed-rate mortgage rate was 5.38 percent, down from the prior week’s 5.59 percent tally. In June alone, the rates have fluctuated an average of one quarter of a percent each week. The news is grim for anyone trying their luck at purchasing ... http://www.hedgeco.net/blogs/2009/06/26/don%e2%80%99t-want-to-pay-mortgage-rates-will-break-your-legs/ June 26, 2009 By Gerelyn Terzo Fund of hedge fund managers, investing across many hedge funds to provide diversification to clients, are changing the way they allocate capital. These managers, many of whom never thought they would see the day when high-flying funds run by the industry's best-of-breed talent were torpedoed, have ... http://www.hedgeco.net/blogs/2009/06/26/reprint-changing-of-the-hedgies-guard/