Investing and Global Finance News

Category Archives: Who Said It

Women: Quotes on Investments

Carrie Schwab-Pomerantz, board chair and president of Charles Schwab Foundation, senior vice president of Charles Schwab & Co., and board chair of Schwab Charitable said:

“For women, financial independence is a matter of necessity. [She has] “long been a champion of women taking control of their finances as a means of being individually strong, as well as being strong partners and members of their communities.”

This is clear since there is definitely a lack of women in the hedge fund industry.  According to a recent article in the Wall Street Journal, out of the top 50 funds, only two of them are run by women.  One recently retired hedge fund investing partner (the only one at the firm), Dominique Mielle even those women in hedge funds aren’t in the top positions.  She said:

“The only women we know that exist at hedge funds are in IR or sales, and therefore that’s where they put them.”

This sentiment was echoed by hedge fund industry veteran who finally did become managing director but was the only female on the executive committee.  Marjorie Kaufman said:

“The everyday reality of being at a hedge fund is to lock yourself in the fraternity basement where everyone around is acting like a frat bro.”

Meanwhile, senior financial planner and VP of Investments with Arcadia Wealth Management, Allison Vanaski had this advice for women:

“You must be able to set aside money today, for some point in the future when you won’t have an income.”

Accredited wealth management advisor and vice president of VFG Associates, Tiffany Welka advised women to:

“Create a goal or investing strategy and stick to it. If you have what you want in mind, everything that you invest in should be working to push you further toward your goal.”

Investing Tips

Before starting any project it’s often worth checking in with the experts.  People who have already done the background work; have had successes and failures; know what works and doesn’t work and are now efficiently engaged in the project upon which you are about to embark. Here we look at quotes from people in the investment world:… Continue Reading

Best Tips for Stock Market Investments

When it comes to learning how to invest in the stock market, who better to take tips from than “one of the world’s most powerful investors….Warren Buffet.” Over the years, the Berkshire Hathaway CEO has given his tips for stock market investors: 2017 “The best thing with stocks, actually, is to buy them consistently over… Continue Reading

Hedge Fund Industry: 2019

For the first time since the 2018 fiscal crisis, the hedge fund industry is contracting.  According to BlackRock CEO Larry Fink, this has resulted in the occurrence of a “mini 2008-2009 . . . We saw a massive amount of deleveraging” from hedge funds.” HFR President Kenneth Heinz said: “Hedge fund outflows in Q4 were driven by several factors,… Continue Reading

General Electric: Looking Ahead

According to Miller Tabak Equity Strategist Matt Maley, the company is now “roaring back” from its fiscal crisis of $6.66.  He said: “We were able to hold that 2009 low and that should … limit the downside at least over the near term. However, we’re going to have to see a lot more work and… Continue Reading

Powell on US Economy

If we are to trust Jerome Powell, Chairman of the Federal Reserve, then we will be able to believe there is a “remarkably positive outlook” for the US economy. With  unemployment at 3.9 percent and inflation at 2% which is pretty much the Fed’s goal, Powell explained: “While these two top-line statistics do not always… Continue Reading

America’s Top Entrepreneurs

It was written a year ago but it’s still completely relevant for today.  An article in Forbes by Abram Brown: 75 Quotes on Business From America’s Top Entrepreneurs Entrepreneurs quoted include: Martha Stewart, Marc Benioff, Dan Gilbert, Eric Schmidt, Sara Blakely and many more. A snippet of the quotes: “No business school graduate would recommend… Continue Reading

Warren Buffet’s “Fundamentals of Investing”

Investment tycoon Warren Buffet recently shared an exclusive clip from his letter to Berkshire Hathaway shareholders, in which he lists the “fundamentals of investing”. Fortune Magazine shared Buffet’s points with the following bullets: You don’t need to be an expert in order to achieve satisfactory investment returns. But if you aren’t, you must recognize your… Continue Reading

Outlook for the US Stock Market in 2014

US stocks had an extremely positive year last year, but 2014 has already begun to shows signs of unpredictability. Reactions are mixed, with some claiming a correction is imminent while others believe the market can still improve. A more recent concern is of contagion from emerging markets. CIO at JP Morgan Private Bank Richard Madigan… Continue Reading

The New Approach to Non-Profits

Bankers, investors and entrepreneurs are taking a new approach to philanthropy with finance-focused projects aimed at supporting global causes. “We get good yield,” explains Andrew Harris, an adviser of private equity firms at Forum Capital Partners and vice chairman of the non-profit Resolution Project. “We think it’s very different and, to use a Wall Street… Continue Reading