Blog: Cutting Through the Noise
Postings
Look For Managers Who Put Their Money Where Their Mouth Is
Excerpt from Tom Bradley's blog on November 17, 2008
The Globe and Mail, Report on Business. Published November 15, 2008. It's always hard to pick someone to manage your money. You want people with experience and an investment philosophy you're comfortable with. You want to be sure they have the capacity...
Don't Try This at Home
Excerpt from Tom Bradley's blog on November 4, 2008
Few of our clients own PPNs (principal-protected notes), so the recent posting on the topic may not be of much interest, but my rant has lessons that apply more generally. Here are the takeaways...
The Street Should do the Right Thing. Dig a Grave for Those Wretched PPNs
Excerpt from Tom Bradley's blog on November 3, 2008
The Globe and Mail, Report on Business. Published November 1, 2008. I've called them the worst of both worlds - bad for equity investors and inappropriate for those seeking a predictable flow of income. And professional money managers would never...
Lower Returns Going Forward...NOT!
Excerpt from Tom Bradley's blog on October 29, 2008
CAC 40 (France) - down 50.5%. FTSE 100 (UK) - down 51.9%. S&P 500 (U.S.) - down 40.3%. Hang Seng (HK) - down 54.0%. MSCI Emerging Markets - down 62.0%. S&P/TSX Composite Index - down 32.8%. These are year-to-date market returns...
More of the Same... But Better
Excerpt from Tom Bradley's blog on October 24, 2008
There has been a constant theme in this space over the last month or so - hang in there, long-term assets are cheap now, start thinking about the other side of the valley.
A friend and fellow entrepreneur, Thane Stenner, posted an interesting piece last week. It comes at those themes from another direction and adds some numbers into the mix.
A Grand Opportunity for the Brave as Darwinism Rules the Market
Excerpt from Tom Bradley's blog on October 20, 2008
The Globe and Mail, Report on Business. Published October 18, 2008. This earnings season is going to be more interesting than most. There will be some good news, but the bad will dominate the headlines. If I were a chief financial officer and had some stuff to clean out of the closet, this would be the quarter to do it...
