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Ten Seconds Into The Future

A look at investments, hedge funds, economics, finance and the irrational economic human being
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Archive for September, 2009

Morgan Stanley Hedge Fund Forum

The Morgan Stanley Hedge Fund Forum 2009 was very interesting this year. Normally, this is held somewhere cool and luxurious where there are expensive and time consuming distractions like golf courses or beaches in case investors tire of talking to hedge fund managers or hedge fund managers tire of explaining themselves to investors. This year, [...]

Betting, Outright Gambling on the Stock Market
On 19 Feb 2009 I wrote an article arbitrarily calling for the S&P 500 to bottom at 650. Where is the S&P500 Going? An Unscientific Look.  It bottomed out on 9 Mar 2009 at 676. Prescience? No. Intelligence? No. Skill? No. Absolutely none of the above. Luck? Yes. Luck. [...]

 

September 2009
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Disclosure

This blog is produced by Bryan Goh, Head of Due Diligence at First Avenue Partners. First Avenue Partners does not review or approve materials presented herein. By viewing or participating in discussion on this blog, you understand that the opinions expressed within do not reflect the opinions or recommendations of First Avenue Partners, but are the opinions of the author and individual participants. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or other instrument. Before investing, consider your investment objectives, risks, charges and expenses. Any purchase or sale activity in any securities instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. First Avenue Partners is authorised and regulated by the Financial Services Authority.

About Bryan Goh

Greetings. I am responsible for hedge fund research and manager selection at First Avenue Partners LLP an alternative investments advisory firm based in London. Prior to this I managed the hedge fund portfolio of the OAKS Family Office in Singapore. I started my career in 1994 Singapore trading Asia Pacific equities and originating structured products. I later moved to London and managed equity and balanced funds in addition to originating alternative investment products from fund of hedge funds to real estate funds. My professional interests lie in the application of mathematical rigour to investment management and economic analysis. My hobbies include tennis, watch collecting and trail running, particularly along the banks of the Thames.

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