Saturday, February 7, 2009

decisions, decisions

So since I got back to penn, I've been doing lots of thinking about what i want to do with my life in the face of the financial crisis. Banks are still recruiting for internships on campus, but its kind of funny seeing the merrils and the citis come and recruit, while they are smeared on the front pages of the FT and WSJ. 

 

Recently, I've gotten really involved in the Huntsman Investment Fund. I'm one of the PMs and head of the research committee. As part of my job i'm trying to figure out what is the best direction to head in these markets: 

 

some thoughts: 

 

Sovering wealth funds à now more focused on inward investments

By the way, why isn’t education tax deductible in the US (that would help my parents a lot)

 

US did well equity b/c of currency strength

Investing, you have ot stick w/ a discipline

Shipping – Baltic Dry Index b/c of China/India trade down 95%

Port infrastrure?

 

Underlying PE relative based on Trend EPS

 

Closed End funds trading at a 11% discount

 

Economic Recovery

Stimulus will kickstart, but will it work in the long term?

 

3 Rs

- Re-Capitalization

- Re-Nationalization

- Re-Regulation

 

3Ds

- Deleveraging

- Dis-inflation

- disgust

 

M&A

Cancelled deals

SGS/Intertekà largest inspection agency

Steel

 

 

- 70% of US Debt is owed by Emerging Markets: China, Korea

Misconceptions regarding EMs

-         Risk aversion

-         Illiquidity/market clou

-         EM as a commodity  play erception

-         Proxy for global trade

-         Mis management of currency reserve

 

Recovery?

3 pretensions for recovery

- asset prices low enough, so that famous, large investors start buying: Buffet, Jim Rogers, Jeremy Grantham

 

-         Inter bank lending thaw

-         Credit markets  CDS???

-         Liquidity rising savings rate

-         Asset value reflection

-         Confidence restored

 

De leveraging à re investment

Perceived Value à Real Value

 

Financial Market Recovery à Economic Recovery

à Fundamental Analysis

 

Panic Decisions à Broader position

Defensive posture

 

Long term risk aversion

-         capital flight

-         swf back inward

-         fixed vs. equite

Consumer alter lifestyle

To big to fail

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