tag:blogger.com,1999:blog-816559531110064247.post1811824923056933566..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: The inflation vs. deflation debateCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-816559531110064247.post-11083838878480575182009-08-20T19:27:44.450-07:002009-08-20T19:27:44.450-07:00Dr. Hui,
What are you working on?
Any info on Dona...Dr. Hui,<br />What are you working on?<br />Any info on Donald Coxe, I read his book, bought some shares of his commodity fund and only get quarterly letters at his site.<br /> I put monies with good jockeys like B. Berkowitz, Heebner and him, and am looking into Dr. Lo's fund. <br />Is it not logical to have assets with managers who give you a chance of being better hedged, or even out when a crisis strikes? I have been looking at managers quarterlies to try to get some insights on if they think deflation or inflation, and it seems strength, no debt, best of breed is the place to be at these levels.<br />I also would like to know what are the popular computers fund managers use to trade, the environment on a typical trading day. It must be writing code and exchanging ideas/information with the fund manager. This seems like the basis for a good blog to me. I read at least a book a week, and the top blogs.<br />The canadian bank TD looks good, BMO not so much. <br />HNU.TO is the devil's tool, I saw it on stockcharts.com and looked it up. <br />Thanks.keithpiccirillohttps://www.blogger.com/profile/16713240199705068281noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-43451470421624230722009-08-19T22:51:02.120-07:002009-08-19T22:51:02.120-07:00Gold, oil and other commodity prices are certainly...Gold, oil and other commodity prices are certainly important indicators of inflationary expectations.Cam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-36061526718351836672009-08-19T19:02:12.718-07:002009-08-19T19:02:12.718-07:00Could the price of Gold be any indicator of where ...Could the price of Gold be any indicator of where the inflation is headed. Need you expert view on this Sir?rnhttps://www.blogger.com/profile/14231427596723215315noreply@blogger.com