All Posts by dfriedenberg

All entries by this author

The Canary in the Coal Stocks and Fossil Fuel Divestment: the Portfolio You Save May Be Your Own

Sep 14th, 2015 | Filed under: Climate change, Commodities, Energy

A Wall Street analyst recommends bottom fishing in fossil fuel stocks and does an excellent job in analyzing all the market forces EXCEPT the primary one, rapidly increasing climate change. If he is typical of Wall Street expert analysis on fossil fuel stocks, be afraid. Be very afraid. Read More

If I Can’t Call It a Hedge Fund, What AM I Going to Call It?

May 18th, 2015 | Filed under: Alpha Hunters, Hedge Fund Strategies

Intrepid contributor Doug Friedenberg addresses a burning nomenclatural issue for the investment style formerly known as hedge funds and proposes a solution to save the financial system.Read More

The Fossil Fuel Divestment Debate for Fiduciaries: It’s the Portfolio….

Mar 25th, 2015 | Filed under: Alpha Strategies, Alternative energy

The typical investment manager is more likely to understand the divestment argument if he is shown that the dynamic effects of climate change on his fossil fuel portfolio holdings will be like a knife to the brain of one of TV's Walking Dead zombies, portfolio splatter included. Read More

Twitter for Geriatric (over 35) Investment Managers

Mar 4th, 2015 | Filed under: Alpha Strategies

Doug Friedenberg takes a look at Twitter as a random news generator on subjects close to the hearts of portfolio managers, and finds it invaluable for the information just beginning to enter your known universe. Read More

Missing the Market: An American Visits Nigeria

Dec 17th, 2014 | Filed under: Alpha Hunters, Frontier markets

Guest columnist Doug Friedenberg explores Nigeria as a frontier market.Read More

Metamorphosis in HFT: Update with Brad Katsuyama of IEX, Central Figure in ‘Flash Boys’

Sep 18th, 2014 | Filed under: Algorithmic and high-frequency trading, Alpha Hunters, Hedge Fund Strategies

Guest columnist and intrepid reporter Doug Friedenberg talks to Brad Katsuyama about HFT, Michael Lewis and more.Read More

Windfall: a Book on the Rise of the Climate Investor Class

Aug 6th, 2014 | Filed under: Alpha Strategies, Climate change, Energy, Social investing

Guest columnist Doug Friedenberg reviews "Windfall," and looks at the potential for investing in a changing climate.Read More

One Ordinary Week in the Life of Climate Change

Jun 6th, 2014 | Filed under: Social investing

(March 24 update) We present here recent anecdotals on the subject of climate change.  It’s a topic that affects many industries: insurance, real estate, energy (renewable and non-), food, water, national defense, to name a few.   Investment opportunities arise when there is a divergence of opinion, as is uniquely theRead More

Climate Change: the Science that Dare Not Speak Its Name

Jul 31st, 2013 | Filed under: Alternative energy

Guest columnist Doug Friedenberg looks at climate change's investment potential.Read More

Better Portfolio Management through Music Appreciation

Jul 16th, 2013 | Filed under: Alpha Strategies

Guest columnist Doug Friedenberg looks at alpha with a musical perspective.Read More

Frankenstorm, the Not So Black Swan: Climate as the New Risk Variable

Nov 13th, 2012 | Filed under: Alpha Strategies

Columnist Doug Friedenberg looks at why the American understanding of climate science has been exceptional, why substantial financial interests may bring it in line with the rest of the planet, and why portfolio managers should care in the first place.Read More

The Obvious Place to Look for Stable, Consistent Returns: African Trade Finance

May 14th, 2012 | Filed under: Socially responsible investing

Is Alpha Abundant Only in the Places Few Investors Want to Look?

John Bogle, Topsy Co-Founder Rishab Ghosh Speak at Bloomberg Conference

Mar 13th, 2012 | Filed under: attends and reports on a Bloomberg "Manager Mash-up." Vanguard's John Bogle tells a few "truths" and Topsy Founder Rishab Ghosh talks Twitter.Read More

American Healthcare: Under All the Noise, Psilos Finds Cost-Effective Solutions

Feb 22nd, 2012 | Filed under: Private Equity

Lisa Suennen of Psilos Group discusses the new wave in healthcare venture capital: improved care quality while reducing costs.Read More

Topsy Filters Twitter Investment Signals so Investors Get Tomorrow’s News Today

Feb 13th, 2012 | Filed under: Alpha Hunters

Alpha is often found in the company of those investors who are earliest in seeing the first hints of future events unfolding. Topsy is a new source of that capability.Read More

Alpha Hunter: Ocean Tomo: Crossroads of the Intellectual Property Universe

Sep 29th, 2011 | Filed under: Alpha Hunters, Alpha Strategies, Hedge Fund Industry Trends, Hedge Fund Strategies

In Part II of this Alpha Hunter series, we examine the role intellectual property plays in the U.S. economy.Read More

Job Creationism: Where’s the alpha?

Sep 21st, 2011 | Filed under: Alpha Strategies

Business owners aren't creating jobs for the sake of creating jobs - they are creating money, with job creation as collateral damage from the money creator's point of view.Read More

Alpha Hunter Bags An Elephant Hidden in Plain Sight

Sep 11th, 2011 | Filed under: Alpha Hunters, Alpha Strategies, Hedge Fund Industry Trends, Hedge Fund Strategies

Patent trolls aren't the only ones hiding under the bridge and collecting tolls on intellectual property. Alpha Hunter Michael Friedman discusses the hidden alpha potential in IP.Read More