alternative investments

46 Posts

India and the Road Ahead

Mumbai skyline at sunset

With economic growth at a decade low of 5% and a bevy of lagging economic indicators, India has had a rough year, and some analysts are predicting harder times ahead. Is the era of India’s expansive economic growth over? Opinions on the road ahead are divided. Read more

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Diversification or Diworsification?

Diversification

During the financial crisis one mangled term to gain widespread use was “diworsification,” the counterintuitive idea that carrying all your investment eggs in one basket might be a better idea than old-fashioned diversification. In recent years, tactical asset allocation and trading out of trouble seemed to protect capital better than traditional approaches. One recent study even suggested that concentrated portfolios may be completely rational for those investors with little financial wealth relative to income. Read more

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Real Energy Independence: Making Oil No Longer “Strategic”

Old oil barrels

In the United States, there are some big misconceptions among politicians, the media, and the public about reliance on Middle East oil, according to Anne Korin, co-director of the Institute for the Analysis of Global Security. Case in point: Recent oil and natural gas discoveries in North America have led US policymakers to mistakenly think this is the solution to all of our problems — that we will no longer be reliant on imports and oil prices will come down. Unfortunately, this is far from reality; prices will continue to be driven by OPEC unless we change factors first on the demand side. Read more

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