An Alternative To The Alternatives – Morning Linkfest (July 2)

by Aaron Levitt | July 2, 2014 9:01 am

We’re facing an interesting dilemma this year — every asset class is up. From bonds and stocks to commodities and real estate, investors are raking in the dough no matter where they placed their money. The problem is … that’s not supposed to happen. Bonds are supposed to zig, when stocks zag. In order to gain some diversification back, alternative investments — things like long/short, 130/30 tactics, merger arbitrage etc. — have gained in popularity. But they can be a mine field. Here’s Roger Nusbaum at the AlphaBasket’s blog showing investors how to actually use them and not be disappointed[1].

Investment News (Editorial Staff): The SEC has its eye on the rush into liquid alts[2].

Bloomberg View (Barry Ritholtz): Do you really need liquid alts anyway? Big time investors have missed some big bucks while using them[3].

FT Alphaville (Izabella Kaminska): Bitcoin mania. The aftereffects of a recent government-seized auction[4].

Minyanville (Howard L. Simons): You want an alternative investment? How about our neighbors to the north? Canadian stocks and currency are smoking[5]!

Points & Figures (Jeffrey Carter): Or you can try some venture capital. Now is the time to bet on the alternative investment[6].

Tech Crunch (Jordan Crook): Google (GOOG[7]) finally gets into the streaming music game with Songza purchase. Watch out, Apple (AAPL)[8]!

Quartz.com (Dan Frommer): But at the same time … watch out, Google! Twitter (TWTR[9]) has a new CFO and can-do attitude[10].

Baron’s Income Investing Blog (Michael Aneiro): Things just keep getting worse for muni-bond issuer Puerto Rico. Downgrades and defaults loom[11].

Wired (Adam Mann): No, it’s not the work of some evil demon. Why your ear buds are always tangled[12].

Aaron Levitt is an investment journalist living in Ohio. With nearly two decades of experience, his work appears in several high-profile publications in both print and on the web. Also likes a good Reuben sandwich. Follow his picks and pans on Twitter at @AaronLevitt[13].

Endnotes:

  1. not be disappointed: http://alphabaskets.com/alternative-investments-the-right-expectations/
  2. into liquid alts: http://www.investmentnews.com/article/20140629/REG/306299998
  3. big bucks while using them: http://www.bloombergview.com/articles/2014-06-24/the-shame-of-alternative-investments
  4. government-seized auction: http://online.wsj.com/articles/one-bidder-claims-stash-of-u-s-seized-bitcoins-1404252747
  5. Canadian stocks and currency are smoking: http://www.minyanville.com/trading-and-investing/currencies/articles/Who-Wins-From-Stronger-Canadian-Dollar/7/1/2014/id/55440
  6. Now is the time to bet on the alternative investment: http://pointsandfigures.com/2014/07/01/now-is-the-time-to-invest-in-vc/
  7. GOOG: /stock-quotes/GOOGL,%20GOOG-stock-quote/
  8. Watch out, Apple (AAPL): http://techcrunch.com/2014/07/01/google-buys-songza/
  9. TWTR: /stock-quotes/TWTR-stock-quote/
  10. new CFO and can-do attitude: http://qz.com/229023/twitters-next-trick-is-to-prove-it-can-actually-become-a-stable-grown-up-company/
  11. Downgrades and defaults loom: http://blogs.barrons.com/incomeinvesting/?mod=BOL_Nav_DAA_other
  12. Why your ear buds are always tangled: http://www.wired.com/2014/07/wuwt-headphone-cord-tangles/
  13. @AaronLevitt: https://twitter.com/AaronLevitt

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