The Aleph Blog » Blog Archive » At the Towson University Investment Group’s International Market Summit, Part 1

At the Towson University Investment Group’s International Market Summit, Part 1

Hello.  My busy time is over, and I am back to live blogging.  On Tuesday evening, I was one of five speakers at the Towson University Investment Group’s International Market Summit.  It was a fun time.  Before I came, there was a list of 29 questions we could be asked, in addition to Q&A.  As it was we were asked 6 of the questions in the main period, and 2 more in the Q&A.

I told the students at Towson that I would post a bunch of links to my blog for the questions asked that I have already answered.  I will probably do a second post for the questions I am competent to answer that did not get asked.

Anyway, here goes:

1        Give us a short summary of things that keep you up at night and worry you in today’s markets.

Too Many Par Claims versus Sub-Par Assets

2        How big of an impact do you see the unwinding of QE having on the US and global economy?  In the event of inflation, how will markets react?

Easy in, Hard out

3        Give us some insight on how you behaviorally reduce the impact that a volatile market has on your investing strategy?

The Portfolio Rules Work Together Rules 7 & 8 are particularly important for knowing when to sell.

4        Provide some tips to young investors starting out looking for both career and investment advice.

How Do I Find a Job in Finance?

How Do I Find a Job in Finance? (Part 2)

5        Should the current monetary policy of increasing the money supply be continued?

No. We should take losses and let the system reset.  Get the government out of the macroeconomics business.

6        Do you believe that High Frequency trading helps add liquidity in the market or that it distorts the market.

23,401 Auctions

391 Auctions

Other useful stuff that we discussed:

Buffett’s Career in Less Than 1000 Words

How to Become Super-Rich?

Hit the “Defer” Button, Thanks…

Winding Down the Eurozone

Aim for the Middle

That’s all for now.  I will follow this up, answering most of the questions not asked at the Towson University Investment Group’s International Market Summit.

More to come…

Bonds, Macroeconomics, Portfolio Management, Quantitative Methods, Speculation, Value Investing | RSS 2.0 |

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David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you to do your own independent "due diligence" on any idea that he talks about, because he could be wrong. Nothing written here, at RealMoney, Wall Street All-Stars, or anywhere else David may write is an invitation to buy or sell any particular security; at most, David is handing out educated guesses as to what the markets may do. David is fond of saying, "The markets always find a new way to make a fool out of you," and so he encourages caution in investing. Risk control wins the game in the long run, not bold moves. Even the best strategies of the past fail, sometimes spectacularly, when you least expect it. David is not immune to that, so please understand that any past success of his will be probably be followed by failures.

Also, though David runs Aleph Investments, LLC, this blog is not a part of that business. This blog exists to educate investors, and give something back. It is not intended as advertisement for Aleph Investments; David is not soliciting business through it. When David, or a client of David's has an interest in a security mentioned, full disclosure will be given, as has been past practice for all that David does on the web. Disclosure is the breakfast of champions.

Additionally, David may occasionally write about accounting, actuarial, insurance, and tax topics, but nothing written here, at RealMoney, or anywhere else is meant to be formal "advice" in those areas. Consult a reputable professional in those areas to get personal, tailored advice that meets the specialized needs that David can have no knowledge of.

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