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]! (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].

  1. not be disappointed:
  2. into liquid alts:
  3. big bucks while using them:
  4. government-seized auction:
  5. Canadian stocks and currency are smoking:
  6. Now is the time to bet on the alternative investment:
  7. GOOG: /stock-quotes/GOOGL,%20GOOG-stock-quote/
  8. Watch out, Apple (AAPL):
  9. TWTR: /stock-quotes/TWTR-stock-quote/
  10. new CFO and can-do attitude:
  11. Downgrades and defaults loom:
  12. Why your ear buds are always tangled:

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