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Blue Ocean Blog

The Blue Ocean Portfolios blog covers various financial and investing topics such as retirement, investing, indexing, financial advising, and more.

Trump & the Markets

TrumpFor better or worse, most of us felt the world change on the early morning of November 9th. Against all odds, Trump pulled off the biggest political upset in our life time.The world stock markets immediately dropped; in Europe the US Dow Jones Industrial Index lost over 900 points in two hours. This was a prime example of how the markets can behave and react to new information; not on anticipated information but on unanticipated and truly new information.

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Another Big Short?

The Big Short Book CoverLast night while browsing through our family’s Netflix account, I stumbled across a movie called “The Big Short,” the movie rendition of Michael Lewis’s bestselling book of the same name. As typical with our modern society, the film is laced with needless vulgarity but no nudity or violence. This movie is based on true events leading up to the collapse of the housing market, Bear Sterns and Lehman Brothers back in 2008, and how only a few investment managers had the foresight, guts and intelligence to figure out how to short (or to bet against) the housing market. For two years leading up to the 2008 financial crisis, these fund managers were wrong, dead wrong. Many of their clients and investors were bailing out on them because of their bet against the US housing market. This movie depicted how difficult it is for any fund manager to maintain their conviction when the market keeps moving to the contrary. It can be maddening!

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TD Ameritrade to Acquire Scottrade

October 24, 2016

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The Smartest Investment Managers in The World?

Ivy League SchoolsMany people believe that the smartest people in the world attend, teach and run the Ivy League Schools. The professionals running the mega endowments at Harvard, Princeton, Yale, etc. are some of the smartest and best investment managers. Unfortunately, for the fiscal year ending September 30th, the investment results are anything but remarkable.

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Will the 2016 Elections Impact Your Portfolio?

Trump vs. Clinton Portfolio Implications

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