Many portfolio managers I speak to effectively sidestep the worst of the crunch last year up until early March. That doesn’t mean they weren’t down — they moved big time into cash. Even though, they’ve been pessimistic and shaved down their exposure to stocks, they kept much of that exposure and have seen portfolios benefit [...]
by Zack Miller on July 21, 2008
Remember when things were hitting the fan a few months ago and nervous investors read of “enhanced” money market funds that maintained sizeable portions of the seemingly-benign cash funds in illiquid SIVs. Investors wanted fund companies to show them the money — and make sure that their cash is really safe. It got me thinking. [...]
by Zack Miller on June 30, 2008
SeekingAlpha recently launched the capability to search their thousands of quarterly conference call transcripts for free. Check it out. Some possible uses: Curious in investing in Google ahead of the Android launch in late 2008? Search for “Android” and find the software developers gearing up for launch on the Google platform. Interested in finding out [...]