IMCA Conference

By Barry Ritholtz - January 11th, 2010, 10:33AM

I presented early this morning to the Investment Management Consultants Association (IMCA) — they are having a big conference in NY; Nouriel Roubini followed me this morning; I am going back this afternoon to hear Andrew Lo of MIT. Quite a few other hot speakers over the 2 day conference.

Any one who wants a copy of the PowerPoint presentation, including all of the charts, can email me at TheBigPicture -at- optonline -dot- net. Put the word IMCA in the subject line.

Regular blog readers have seen all of these charts before . . .

PERMALINK
Category: Markets.

Comments are closed.

"Overall household indebtedness is up from $7 trillion to almost $10 trillion since 2000. On this sum, we estimate, the American consumer has an annual interest bill of more than $500 billion; a sum, by the way, that vastly exceeds his current income growth." —Kurt Richebacher

Macro Notes

Greeks vote to stay in euro
Peter Boockvar

Knowing that the vote over the weekend in Greece was really a referendum on Euro membership, a majority of the Greek Parliament said yes to staying. European Finance Ministers meet again on Wednesday to solidify the 2nd bailout package for Greece at the same time hopefully a deal is consummated between Greece and its creditors this week. The Greek 14.5b euro bond that matures on March 20th is up by 2 pts. The optimism that all will be completed and contained AGAIN to Greece has yields lower in Portugal, Spain and Italy. The iTraxx Financial Index is also narrower by...

read more »