Más contenido relacionado



Optimal Capital's 2010 Outlook

  1. Investment Insights Capital Markets Outlook 1st Quarter 2010 It’s NOT the Economy Stupid
  2. Stocks bottomed when things looked worst… Now things look better?
  3. The farther they fall, the more they bounce… indiscriminate panic then risk taking
  4. This ain’t no 1982…. The opposite?
  5. It may be quite some time before the next secular Bull market.
  6. Fits with the long term 17 year cycles
  7. Why should individuals invest differently?
  8. Can’t find many people who think stocks go down this year, much less challenge the lows
  9. While technicals are not our first clue, the target from a break of this formation is retracement of the ENTIRE rally
  10. Déjà vu?
  11. “Baby Boomers” are very afraid of taking another hit
  12. Equity funds are out of powder unless inflows pick up
  13. Bonds have record outperformance for 3 decades, and where do individuals shovel their money ?
  14. Buffet says the decision is easy to invest in equities over bonds… Hard assets even better?
  15. High yield … No more
  16. Return forecasts are half of what they were 9-12 months ago
  17. Like Gretzky, Jeremy Grantham is the great one when it comes to skating to where markets are going
  18. This is Michael Jordan good
  19. Are signs of improvement in the economy what they appear?
  20. Lots of assets yet to be written down by banks
  21. Lots of supply to work off before development comes back
  22. Looks like we will start adding jobs
  23. Not enough focus on jobs and small business
  24. No lending equals No inflation…. Yet
  25. Excessive debt stokes need for deflationary deleveraging
  26. Countries in “The Ring of Fire” are most vulnerable
  27. I guess some lessons are harder than others to learn
  28. Handouts equal almost 1/5th of Personal Income ???
  29. Why is government intervention bad?
  30. The US Dollar is universally despised with only 3% of investors bullish. If the $ rallies risk assets of all types likely fall.
  31. USD Carry Trade Unwinding?
  32. Hard to find someone who hates King Midas
  33. Focus growth or risk investments in the developing world
  34. All the pieces are in place for the ascension of the BRIC’s
  35. Go where the growth is. Asian consumer story has many chapters ahead
  36. Is the emperor wearing clothes? Chanos thinks not
  37. What if China and India consume 6-8 barrels per year of oil per capita?
  38. It looks like we will run out
  39. Current Tactical Weightings by Tranche Equity like (highly correlated to equity market direction) – UNDERWEIGHT Non-equity correlated – OVERWEIGHT Real Assets (adjust to inflation/deflation) – UNDERWEIGHT favoring deflation Safety, liquidity, and income assets - OVERWEIGHT
  40. Important Disclosures This material is for educational and informational purposes only and is distributed by Optimal Capital Advisors, LLC, which is registered with the U.S. Securities and Exchange Commission (“SEC”). The registration described herein no way implies that the SEC has endorsed the above-referenced entity to provide any of the services discussed herein. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Optimal Capital Advisors, LLC) or product will be profitable or equal the corresponding indicated performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice from Optimal Capital Advisors, LLC. Please remember to contact Optimal Capital Advisors, LLC if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Please also advise us if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings do or will correspond directly to any comparative indices. NOTES TO HYPOTHETICAL INFORMATION This material contains certain hypothetical performance and portfolio information. No representation is made about the overall hypothetical portfolios or their suitability or potential benefits for any client or investor and no advice or recommendation is given with respect to such hypothetical portfolios and are included for illustration purposes only. The hypothetical portfolios do not represent actual client or investor accounts. Hypothetical information, including hypothetical performance results, have many inherent limitations. They are generally prepared with the benefit of hindsight, may no involve financial risk or reflect actual trading or asset allocations for any portfolio and therefore do not reflect the impact that economic and market factors may have had on the manager’s or advisor’s investment decisions for that portfolio. In fact, there are frequently sharp differences between hypothetical results and the actual record subsequently achieved. No representation is made that such portfolio’s performance would have been the same as such hypothetical results had the portfolio been in existence during such time. Another limitation is that investment decisions reflected in the hypothetical information were not made using that portfolio assets or asset allocation strategy under actual market conditions and therefore cannot completely account for the impact of financial risk on the manner in which the portfolio would have been managed and the assets allocated.