with the Economy the way it Is ???

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Dolphin
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with the Economy the way it Is ???

Post by Dolphin »

Not even the national Houseboat organization can Make a Marketing error !
Personally ! I think they are Arrogantly missing the opportunity to Help the H.B. manufacturers and F==== UP this Past weekend :ymsick:

If you follow the inflation/deflation debate or have any interest in the current economic situation and where it may lead this lecture given by Niall Ferguson has some very pertinent historical information. It is the best synopsis of what I believe to be the correct way of thinking about the current crisis that I have came across. Ferguson is the author of several books and the latest one "The assent of Money: a financial history of the world" I have just finished a week or so ago. This presentation he made in March of this year pretty well sums up the conclusions in the book and also has later information that was not in the book. I consider it a "must read". If you want to follow along with the text looking at the slides it talks about the link to the slides are at the bottom of the article so you may want to go there first and click on that link.

If you think the state of the economy and the fate of our currency has no bearing on our marketing..........well good luck in your marketing.

Here is the article . It will take 30 minutes to an hour to read.

John
Dolphin
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Re: with the Economy the way it Is ???

Post by Dolphin »

I may have already posted this link earlier......sorry if it is a repeat. However it goes right along with the piece posted above by Niall Ferguson. This one is by Rob Arnott in his Fundamentals newsletter (free subscription if you are interested) called "Debt Be Not Proud" .

If you liked the article this interview by Arnott at King World News is also good.

There are several good interviews here at King World News on precious metals and the stock market that are worth listening to also.

John





Founder and Chairman of Research Affiliates - Rob is a 5 time Graham & Dodd award winner, a global leader in innovative investing and asset allocation strategies. His firm manages and licenses nearly $50 billion. Rob sub advises the Pimco All Asset Fund and also sub advises mutual funds and ETFs for the Schwab Funds, Powershares and Nomura. Research Affiliates did the original research on fundamental indexing and Rob is the author of "The Fundamental Index" (John Wiley & Sons, 2008). He is also a former editor of the Financial Analysts Journal.

Saturday, August 28, 2010

Rob Arnott

Biography from Research Affiliates (rallc.com)
ROBERT ARNOTT - Chairman, Founder

As a second-grader, Robert Arnott calculated the earth’s curvature at eight inches per mile-squared. As a third-grader, he gave his class weekly lectures on the nine planets. On his 10th birthday, he wanted to put the $7.50 his grandma sent him into the stock market. In college, he tried to hide his geekiness under very long hair, suede bell-bottoms, and a Guatemalan shirt embroidered with a Quetzal bird. The shirt and bell-bottoms no longer fit, and much of the hair is gone. But the geekiness remains, as does his fondness for exotic motorcycles. As does the willingness to challenge conventional thinking.

His success in doing so has resulted in a reputation as one of the world’s most provocative and respected financial analysts.

Several unconventional portfolio strategies now in wide application figure among Rob Arnott’s pioneering innovations: tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and fundamental indexation, among others.

An intrepid entrepreneur, Rob has built and led three major asset management firms, serving along the way as equity strategist for Salomon Brothers. He established Research Affiliates in 2002 as a research-intensive asset management firm, focused on building cutting-edge new products, and bringing them to the marketplace through affiliations wherever possible. With a product menu ranging between sub-advisory services, asset management products, and software models, Research Affiliates sub-advises the first global asset allocation product to actively tap alternative markets beyond conventional stocks and bonds.

A widely published financial thinker, Rob has been a frequent contributor to leading financial journals and books. He has served as editor of the Financial Analysts Journal, and has published more than 100 articles in the FAJ, the Journal of Portfolio Management, the Harvard Business Review, and other respected journals. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008). Rob lectures frequently, has served as a visiting professor of finance at UCLA, and has served on the product advisory board of the Chicago Board Options Exchange and two other exchanges.

In recognition of his achievements as a writer, Rob has received five Graham and Dodd Scrolls and Awards, awarded annually by CFA Institute for best articles of the year, and declined a sixth award during his tenure as editor. He also received two Bernstein-Fabozzi/Jacobs-Levy awards from the Journal of Portfolio Management and Institutional Investor magazine.

Rob is the former chairman of First Quadrant, LP, where he developed quantitative asset management products. He also served as global equity strategist at Salomon Brothers (now part of Citigroup), the president of TSA Capital Management (now part of Analytic), and as a vice president at The Boston Company (now PanAgora).

Rob Arnott graduated summa cum laude from the University of California, Santa Barbara, in economics, applied mathematics, and computer science in 1977. He resides in Corona del Mar, California, where he still motorcycles most weekends.
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