We think it is interesting to read the thoughts of investors, most often global asset allocators, who scan the globe for investment opportunities. Sandra Ward in Barron’s interviews Jeremy Grantham on his current views. What does Grantham like? Cash and conservative hedge funds.

The Stalwart pointed out Barry Ritholtz’s take on Jim Cramer and the ‘Mad Money Madness’ that he has engendered.

It was recently reported that the assets in ETFs nearly exceeded $300 billion in 2005. Adding to that total is a first of its kind commodity ETF that is now trading on the AMEX. Is it going too far to compare the run in commodities to the technology boom of a few years ago? Conrad De Aenlle in the New York Times notes some who think that the run in commodity stocks has outpaced fundamentals.

Eleanor Laise and Rachel Emma Silverman in the Wall Street Journal examine more closely what hedge fund investors can glean from the ADV forms required by the SEC registration process.

Alistair Barr at Marketwatch.com notes the success of Jack Meyer, formerly of the Harvard University endowment, in raising funds for his new hedge fund venture.

Andrew Bary in Barron’s notes that individual investors can still get a piece of Carl Icahn’s investing expertise without anteing up the millions needed for his hedge fund. Instead they can buy shares in American Capital Partners (ACP) which is controlled by Icahn and is run like a hedge fund/private equity fund.

Daniel Drezner examines the question of whether Europeans really do have more leisure time than Americans?

If you are interested in staying up-to-date with all of our posts please feel free to sign up for our feed.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.