Hedging « Benchmark Asset Managers

Posts Tagged ‘Hedging’

Correction Coming?

Posted by: Sam Folin

Tuesday, February 16th, 2010

History suggests that a market downturn should occur in the coming months. In response Benchmark has increased the hedging and downside protection in its client portfolios.

O. Sam Folin

2/16/2010

Tags: Hedging, Investment Strategy, Market Outlook, Portfolio Risks, Sam Folin
Posted in Market Outlook | 2 Comments »

Paradox of Thrift? | Posted on 09/08/2010

Keynes described the problem of everyone trying to save more at the same time. Called the Paradox of Thrift, it suggests that a society trying to save more can slow economic growth so significantly that growth and income, and therefore savings, also fall off.

Is that what is happening now?

We warned in 2006 and 2007, maybe earlier, that the US needed to become a nation of savers. We also noted that the transition from borrow/spend/ to save/invest would be…

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