Cross ref
http://idkitana.wordpress.com/
New  Perspectives emerging in 2011
With the game-changers in global markets in 2010,  financial institutions are changing their perspectives in 2011.

UBS is taking the lead to set  up a team to understand the needs of  UHNW  (ultra high net worth) clients in the Asia Pacific region.
With emerging markets in this region, there are now […]

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Cross ref:
http://anatrader07.wordpress.com/2011/01/11/divergence-in-view-of-a-fractured-world/
Divergence between Weak & Strong
In yesterday’s blog, I mentioned a fractured world or globe.  What does it all mean?  It means we have to tread carefully this year.
According to Dr Andreas Hofert, Global Head of Wealth Management Research, UBS, in his talk last night at the Ritz-Carlton, he summed up that […]

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Our mentor Ray is a bit under the weather, so to speak, living in HK.  So here I am again writing on his behalf.
I take the opportunity to share my blog which you may find informative too.
Cross ref:
http://anatrader07.wordpress.com/2011/01/10/a-fractured-world/
Tonight I attended a UBS cocktail followed by a presentation at the ballroom of the Ritz-Carlton, Singapore.  […]

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BarroMetics Views: Hedge Fund Results
According to Insider Monkey, hedge funds did not have such a great year.  I guess that means that quite a few investors withdrew.
I started my fund in 1990 with Buffett’s partnership investment vehicle as my vehicle. For the most part the same investors stayed with me until I closed it in […]

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BarroMetrics Views: Pot-Pourri Jan 04 2011
6yardsitko raised the question of seasonal tendencies for Gold in September & October.
Seasonal charts tend to vary somewhat in their detail. I use Moore Research Centre Inc because I have found their charts to be the most reliable.
Figure 1 shows the MRCI Seasonal Patterns for Gold for 5, 15 and […]

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BarroMetrics Views: A Roadmap for 2011
Since it’s the start of the year, I thought it would be appropriate if I set out how I see 2011 developing. But first let’s state the two foundational assumptions on which the roadmap is built:

That the current inverse relationship between the dollar and US Stocks will continue until the […]

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