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D'Anconia Investments

Wednesday, July 2, 2008. Http:/ www.cnbc.com/id/15840232? Posted by The DAnconia Fund. Tuesday, June 24, 2008. Where are we since May 1, 2008. I took about a month off from updating the blog while I studied for my CFA level II exam and got caught up at the office. It was a mistake putting the cash to work in the midst of what we correctly called a "false dawn" over the last two months, but we are globally diversified and still over 50% in cash once we liquidate the Torstar shares. Thursday, May 15, 2008.

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D'Anconia Investments | danconiainvestments.blogspot.com Reviews

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Wednesday, July 2, 2008. Http:/ www.cnbc.com/id/15840232? Posted by The DAnconia Fund. Tuesday, June 24, 2008. Where are we since May 1, 2008. I took about a month off from updating the blog while I studied for my CFA level II exam and got caught up at the office. It was a mistake putting the cash to work in the midst of what we correctly called a false dawn over the last two months, but we are globally diversified and still over 50% in cash once we liquidate the Torstar shares. Thursday, May 15, 2008.

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1 opec blaming speculators

2 interview video

3 0 comments

4 labels overview

5 capital allocation

6 labels portfolio management

7 macro strategy

8 macro basket

9 of fund

10 ishares brazil etf

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D'Anconia Investments | danconiainvestments.blogspot.com Reviews

https://danconiainvestments.blogspot.com

Wednesday, July 2, 2008. Http:/ www.cnbc.com/id/15840232? Posted by The DAnconia Fund. Tuesday, June 24, 2008. Where are we since May 1, 2008. I took about a month off from updating the blog while I studied for my CFA level II exam and got caught up at the office. It was a mistake putting the cash to work in the midst of what we correctly called a "false dawn" over the last two months, but we are globally diversified and still over 50% in cash once we liquidate the Torstar shares. Thursday, May 15, 2008.

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danconiainvestments.blogspot.com

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D'Anconia Investments: July 2008

http://danconiainvestments.blogspot.com/2008_07_01_archive.html

Wednesday, July 2, 2008. Http:/ www.cnbc.com/id/15840232? Posted by The D'Anconia Fund. Subscribe to: Posts (Atom). View my complete profile.

2

D'Anconia Investments: "Idol" is apparently a pretty serious show

http://danconiainvestments.blogspot.com/2008/05/idol-is-apparently-pretty-serious-show.html

Monday, May 12, 2008. Idol" is apparently a pretty serious show. According to the New Yorker:. American Idol averages 25,000,000 viewers per season. Last season's finale received 75,000,000 votes from viewers. Jeff Zucker, CEO of NBC Universal, was quoted last year as saying "American Idol might be the most impactful show in the history of television". (Really? The article didn't make me understand exactly why the show is so popular, but I did agree with the following:. How do we invest?

3

D'Anconia Investments: May 2008

http://danconiainvestments.blogspot.com/2008_05_01_archive.html

Thursday, May 15, 2008. As a friend and mentor recently told me, "you need to think about capital at risk when you make an investment. If you invest $100,000 and you think the worst case scenario is 20% down and the best case is 200% up, then you are really only risking $20,000 for the potential of making $200,000.". To diversify." Well this will be another theme to follow as we continue on. Posted by The D'Anconia Fund. We've taken up a position in a diversified basket of international ETFs. Our thesis ...

4

D'Anconia Investments: June 2008

http://danconiainvestments.blogspot.com/2008_06_01_archive.html

Tuesday, June 24, 2008. Where are we since May 1, 2008. I took about a month off from updating the blog while I studied for my CFA level II exam and got caught up at the office. It was a mistake putting the cash to work in the midst of what we correctly called a "false dawn" over the last two months, but we are globally diversified and still over 50% in cash once we liquidate the Torstar shares. I plan on continuing to deploy cash slowly and selectively. Posted by The D'Anconia Fund.

5

D'Anconia Investments: Where are we since May 1, 2008

http://danconiainvestments.blogspot.com/2008/06/getting-back-into-it.html

Tuesday, June 24, 2008. Where are we since May 1, 2008. I took about a month off from updating the blog while I studied for my CFA level II exam and got caught up at the office. It was a mistake putting the cash to work in the midst of what we correctly called a "false dawn" over the last two months, but we are globally diversified and still over 50% in cash once we liquidate the Torstar shares. I plan on continuing to deploy cash slowly and selectively. Posted by The D'Anconia Fund.

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Wednesday, July 2, 2008. Http:/ www.cnbc.com/id/15840232? Posted by The DAnconia Fund. Tuesday, June 24, 2008. Where are we since May 1, 2008. I took about a month off from updating the blog while I studied for my CFA level II exam and got caught up at the office. It was a mistake putting the cash to work in the midst of what we correctly called a "false dawn" over the last two months, but we are globally diversified and still over 50% in cash once we liquidate the Torstar shares. Thursday, May 15, 2008.

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