November, 2011 Archives

23
Nov

Thanksgiving Thoughts

by Riaan Nel in Global Economy

It’s fall in Oregon, a beautiful fall I may add.  I love fall, I love the rain, the colors of the trees, and walking river trails with my dogs.  I have so many things to be thankful for – family, friends and good fortune (also a lot of luck!)  Yet my nature is to look forward.  My professional world is the world of tomorrow.  Although happiness and peace are only to be found in the absolute acceptance and contentment of the present, wealth, prosperity and security have to do with the future.

Last week I was in Orlando for meetings at CNL Financial Group, and in Atlanta for meetings with Wells Real Estate Funds, Inc.  Obviously a lot of the discussion had to do with the future trends in the global economy.  For what it’s worth, these are my thoughts about where we’re heading. Read the rest of this entry »

18
Nov

Shift To Real Assets

by Riaan Nel in Global Economy

I was at a dinner at CNL Financial Group on Monday, November 14, 2011, and had the privilege to listen to Jim Seneff (founder and Executive Chairman) speak.  He predicted we are on the brink of an unprecedented shift away from financial assets to real or hard assets.

10
Nov

Modern Portfolio Theory v Post-Modern Portfolio Theory

by Riaan Nel in News

The Effecient Frontier – A concept at the heart of Modern Portfolio Theory

There is currently a divide in financial and investment sciences between adherents of Modern Portfolio Theory and those that adhere to Post-Modern Portfolio Theory. I fall in the latter group. Below are a couple of links to excellent white papers and articles discussing these issues:

http://www.isectors.com/pdf/Practical_App_PMPT.pdf
http://www.sanddollarinvest.com/investment_theory.php

http://www.fcva.net/Documents%20and%20Files/Post-Modern%20Portfolio%20Theory.pdf
http://www.valuerestorationproject.com/2011/06/modern-portfolio-theory-is-harming-your-portfolio/

8
Nov

Forests, Public Finances, and Livability

by Riaan Nel in News

This article was posted on www.forest2market.com by Gordon Culbertson. 

Cartoon by Lisa Benson -

Early in July 2011, Lane County, Oregon sheriff Tom Turner announced the pending cut of 84 jail beds, the loss of 24-hour patrols in much of rural Lane County and the likely need for “self reporting” of crimes. Citizens will soon have to fill out a form to  notify the sheriff that their  property has been stolen. In response to questioning, Turner responded, “there just isn’t any money.” 

To read more go to: http://blog.forest2market.com/2011/10/25/oregon-forests-finances-livability/#more-1423