As you can see, I have been working hard on my blog over the weekend to provide you with relevant industry and market information. We live in an era of information and most of this is "misinformation". We are inundated with information and we need to quickly sift through it and pinpoint pertinent and thought provoking information to help us analyze what is going on in the world we live in.
I have provided you with important information and links to all sorts of subjects, including links to global funds, links to important documents and advisors on pension governance, links that explain pension liabilities, links to important institutional organizations, links to institutional advisors on all asset classes (including hedge funds, private equity and real estate), links to market and industry information and finally, links to investment blogs.
Some of you have asked me to rank the market information. The problem is that I read everything. To quote one of my ex-bosses, I am an "information sponge". I love reading John Mauldin's thoughts on Investor Insights and I love reading commentaries from asset managers like Absolute Return Partners, Hegemony Capital Management(HCM Letter), Hussman Funds, Sitka Pacific Capital Management, PIMCO and GMO.
If I had the big budgets of institutions, I would subscribe to independent research from GaveKal, GFC Economics, ISI Group, Lombard Street, Simon Hunt, Ned Davis, 13-D Research, BCA Research, Bianco Research and a lot more. I use to read them all and quickly digest and filter important information. As far as blogs, I like The Financial Ninja, Seeking Alpha, Naked Capitalism and Investment Postcards but I skim them all to see if anything interesting shows up.
My aim here is to make this blog the premiere one stop blog for all investors looking for relevant information. The blog is obviously geared towards pension fund managers but I hope others will find it useful too. I know I will not always be right on my market calls but at least I am not afraid to stick my neck out and make a call. I will also try to back up my calls with relevant and insightful information.
Finally, I embedded one of my favorite scenes from the classic movie, Wall Street (click on the image above to watch). It reminds me that no matter how much information you obtain, the game is rigged and to quote the late George Carlin: "...it's a big club and you and I ain't in it".
This blog was created to share my unique insights on pensions and investments. The success of the blog is due to the high volume of readers and excellent insights shared by senior pension fund managers and other experts. Institutional and retail investors are kindly requested to support my efforts by donating or subscribing via PayPal below. For all inquiries, please contact me at LKolivakis@gmail.com.
I am an independent senior economist and pension and investment analyst with years of experience working on the buy and sell-side. I have researched and invested in traditional and alternative asset classes at two of the largest public pension funds in Canada, the Caisse de dépôt et placement du Québec (Caisse) and the Public Sector Pension Investment Board (PSP Investments). I've also consulted the Treasury Board Secretariat of Canada on the governance of the Federal Public Service Pension Plan (2007) and been invited to speak at the Standing Committee on Finance (2009) and the Senate Standing Committee on Banking, Commerce and Trade (2010) to discuss Canada's pension system. You can follow my blog posts on your Bloomberg terminal and track me on Twitter (@PensionPulse) where I post many links to pension and investment articles as well as my market thoughts and other articles of interest.
I'd like to thank all of you who support this blog, I truly appreciate it. Retail investors can subscribe using one of the three options below ($50, $100 or $250 CAD a year). Institutional investors can show their support via an annual subscription of $500, $1000 or $5000 CAD (contact me for details). Also, anyone can contribute any amount at any time through the "donate" button (a tip). Please take the time to show your support for the work that goes into this blog. Thank you!
As you scroll down the right-hand side, you will first see links to pension news, a guide to the basics, my blog archive, popular posts and comprehensive links to Canadian and global funds, government organizations, institutional organizations, advisors and vendors, broker dealers & investment banks, documents to pension plan governance, assets and liabilities, links to conferences, geopolitical news, market and industry research and my blog roll. All links are listed in alphabetical order.
I've also included links to worthy charities and resources to fight Multiple Sclerosis.
Readers can subscribe to my posts entering their email at the top of the right hand side. They can also search my blog using any key word in the custom search at the top of the page.
Finally, take the time to read my disclaimer at the bottom and always remember there is no free lunch on Wall Street.Always be skeptical of everything you read, including comments from yours truly!
FINANCIAL REPRESSION AUTHORITY - Pension Pulse Talks Pensions and Inequality
Pension Pulse is a collection of my thoughts pertaining to issues on pension funds and financial markets. The information and opinions contained on this site are merely guidelines. This site does not guarantee any monetary claims by following these recommendations. This website is not liable for any loss that you incur due to these programs, nor do we ask for any monetary gains from your success of using these recommendations.
We also do not guarantee the results of any products or recommendations listed on this site. You must do your own due diligence before investing in any product.