San Francisco Hedge Fund Guide Hedge Funds in San Francisco Here is a short guide collection of articles on the hedge fund industry in San Francisco. I am always looking for more valuable online tools and resources to add to these geographical hedge fund guides to the hedge fund industry. If you have a white paper or PowerPoint that I can include here please send me an email and I will post it for everyone's benefit. San Francisco chapter of Hedge Funds Care Interesting articles about two San Francisco hedge funds and their recent success Global turmoil effecting hedge funds everywhere, including San Francisco San Francisco firm pays $30 Million in settlement Article: “The Best Investment Advice ...

U.S. mint suspends gold coin sales; futures price is a fiction

Submitted by cpowell on Fri, 2008-08-15 04:27. Section: Daily Dispatches12:25a ET Friday, August 15, 2008

Dear Friend of GATA and Gold:

The U.S. Mint has suspended sales of American eagle gold coins and is refusing orders from dealers, two coin and bullion dealers confirmed Thursday.

The mint’s suspension of gold coin sales follows its tight rationing of sales of silver eagle coins, begun in May, when sales to the public were terminated and sales to the mint’s 13 authorized dealers were tightly limited.

Word of the mint’s suspension of gold coin sales came from the American Precious Metals Exchange in Edmond, Oklahoma, (http://apmexdealer.blogspot.com/2008/08/news-alert-us-mint-suspends-sale…) and from Centennial Precious Metals in Denver, Colorado.

The suspension is overwhelming evidence that the futures contract price of gold

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The Irish Times Saturday, August 16, JASON CORCORAN in MoscowEIGHT Irish passport-holders are nervously waiting in a hotel in the Armenian capital of Yerevan before deciding whether to return to Georgia.The group, mainly Georgians with Irish passports and some Irish nationals, were among 50 people evacuated via the Armenian border at Gugeti when fighting broke out in South Ossetia.Kerryman Dr Mike McCarthy, who runs the International Medical Support Services (IMSS) clinic from Tbilisi, assisted in evacuating the Irish and Georgian passport-holders by helping with transport and logistics through the eastern side of Georgia to Armenia."The people evacuated were going to come back, but the reports about renegade Ossetian militia looting near the capital have spooked them."Most of the other Irish and passport-holders have made their way back to Ireland or gone on holiday," said Dr McCarthy.His ...

viastockadvisors

“The Asian rally is under way,” says Yiannis Moustrous, editor of The Silk Road Investor. Here, he looks at a favored pair of NYSE-listed banks; one in India, the other in South Korea.

“The latest rally started from depressed levels, particularly in comparison to other regions of the world.

“Further, the current oil price weakness–if sustained–will act as a positive catalyst for Asian economies that are net oil importers.

“Extreme selling conditions usually set the stage for a rally, which can be rather substantial when a lot of cash is on the sidelines, a lot of short positions need to be covered and marginally positive news emerges. These conditions are currently in place in Asia.

“The previous selloff is giving us the opportunity to add one more position to our India holdings:ICICI Bank. I’ve recommended this company before, and I view it as one of the stronger private banks in India.

“It also offers decent insurance exposure, a sector that has

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By Martin Hutchinson Contributing Editor Like it or not, with the invasion of Georgia, we have a new Cold War – as well as the profit opportunities that accompany such a conflict. International investors were able to make a lot of money during the “first” Cold War, so if any more politicians or TV commentators tell me they don’t want a return to those halcyon days, I shall scream. And since the situation in Georgia has effectively created a new Cold War status, it’s worth reviewing where the profit opportunities will be this time, and which countries the sensible, geo-strategically conscious investor will avoid – especially since Vladimir Putin looks a lot more dangerous than the sluggardly Leonid Brezhnev. Danger on the Inside You probably didn’t have much money in Georgia, Ukraine, or Kazakhstan, the three countries most immediately ...

Aegon N.V. (AEG) provides a multitude of insurance and pension-based saving and investment solutions. It is one of the world's ten largest life insurance companies ranked by assets, profits and market capitalization. We are maintaining our Buy recommendation on Aegon after its second quarter results.

As Aegon is focusing mostly on life insurance, its position in the market is more favorable compared to non-life insurance companies as mentioned above. The company has also further strengthened its distribution channel in Spain and is entering new growth areas such as Mexico and India and China.

The stock has declined significantly along with the recent market sell-off. At current multiple of 6.0x our current 2008 EPS and 1.1x Book, the stock is trading at a multiple substantially below the average of that of its peers. As such, fundamentally we think that there will be potential gain for stock in the near term. Our six-month

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08/08/08 The long-awaited Summer FINANCIAL Olympic Games has begun. Hosted by the August 2008 Elliott Wave Financial Forecast, this event showcases the world’s leading economic athletes as they compete in the race toward opportunity. Here are just a few of the event’s most show-stopping details:Diving into investment pools: The July 2006 Elliott Wave Financial Forecast warned against big banks diving headfirst into Collaterized Debt Obligations -- and wrote: “Banks will find themselves with a shared interest in broken down pools of defaulted mortgages and or other ‘synthetic’ CDO’s which will not be worth the paper they’re written on.” On July 28, 2008 Merrill Lynch joined the long line of battered, bulge-bracket firms by writing down 75% of its CDOs. Now, our analysts reveal what kind of “splash” asset-price deflation will make on the overall economy. Synchronized Stock-Market Swimming: The Dow ...

Hedge Funds in India Hedge Funds Based in India More hedge funds which seem to mostly manage over $300M each are establishing a presence in India. Here is an excerpt from a recent article from VC Circle: A bear market rally on the Indian bourses is attracting a renewed interest from the hedge fund managers. It is now, Stephen Mandel, one of the highest paid hedge fund managers in the world, eyeing the Indian stock markets. Lone Pine Capital LLC, run by Stephen Mandel, and Traxis Partners LLC, are among 56 overseas funds who have registered with market regulator SEBI in July alone to invest in Indian markets, reports Bloomberg. Interestiongly, this period saw the maximum number of hedge funds registering in India. Samir Arora’s Helios Capital Management Pte is ...

CAN you feel it? That cold empty void where  Macro Man's dissection of last week's flight of the buck should have been. Of course, this only goes to show that our good MM's initial hunch was right in the sense that when he sets off on holiday fireworks spark from the sky in market land. Last week consequently marked the biggest USD rally (against the Euro) since the conception of the single currency. Actually, last week had the buck written all over it as Uncle Sam's currency rose against almost anything that moved to erase everything but a small part of the loss it had sustained so far in H01 2008. It seems that the exercise of leafing through those Benjamin Franklins is not as pityful an endeavor as it used to be, only a few months ago. Of course, the past week's performance of ...

By Martin Hutchinson Contributing Editor With sky-high growth potential, China and India are the two markets no investor can afford to miss out on. But that doesn’t mean they’re impervious to market turbulence, and in times of trouble, India is the more reliable investment. No doubt, both countries’ markets are suffering this year, with China’s Shanghai A Index down 50%, and India’s Sensex Index down 25%.  It’s no secret that India is struggling with both a growing budget deficit and mounting inflationary pressure. But China has problems too – it’s just hiding them under the carpet until the Olympics are over. That’s why, for me at least, the investment decision is clear – I’ll buy the country whose problems are out in the open and already reflected in stock prices. China’s Pending Credit Crunch China’s inflation has been quiescent recently. It declined from 8.7% ...