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Dear Reader,
March 20, 2012 - Vol 6 No 12
Fortigent and Robeco Boston Partners will be hosting an educational webinar on the topic of long/short investing. The webinar will take place on March 22nd at 4pm EST. Please register to attend this informative event.
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 Jeremy Grantham: This Time is Different
Jeremy Grantham is a paradox. A man who has said many times, 'This time it's different are the four most dangerous words in the English language,' is now saying - loud and clear - this time it really is different.
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Bob Rodriguez on the Dangers in Today's Markets
Bob Rodriguez is the managing partner and chief executive officer of Los Angeles-based First Pacific Advisors. In this interview, he discusses how the challenges faced by the US economy will impact the capital markets.
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Hot Buttons that Motivate Prospects
If you spend $12,000 to promote an event for prospects, you should expect results. That didn't happen for an advisor whose recent prospecting events failed. Here's how he could have created a successful event - by focusing on the hot buttons that motivate prospects.
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Are You Spending Too Much Time in the Brine?
All my life, I have encountered people who claim that their insight into my clientele exceeds my own. But I've found a cheaper and much more reliable way to get that truly invaluable data.
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The Wages of Denial
Europe is insolvent, and hopelessly so. Her procurer - the European Central Bank (ECB) - can front her some money for a while, but in the end she is either going to have to repay him or suffer a very rough consequence. In the meantime, however, she can continue to entertain her customers, in this case those willing to extend her credit in one form or another. Sooner rather than later, however, these creditors are going to grow tired of her tricks and turn their attention otherwise. At that point, she will be left to deal with the ECB because nobody else will have her.
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A Look Back at the Performance of the Holy Grail
Back-tested results often look good on paper because stellar performance could have come from curve-fitting. If that were the case, then my 'Holy Grail' model would not have withstood the test of time. But in the 32 months that have passed since its publication, investors who heeded its advice would have outperformed the market on a risk-adjusted basis.
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Our Most Read Article from Last Week:
How Do Spending Needs Evolve During Retirement?
Most people's spending patterns change over the course of retirement - expenses look very different at 90 than they do at 65. Yet most research on retirement withdrawal rates relies on constant inflation-adjusted withdrawals to develop a client's forward-looking budget. Such an unrealistic, one-size-fits-all approach can be disastrous if a client inadvertently retires with insufficient savings. Is there a better way?
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Highlights from Market Commentaries
Here are the top three commentaries from last week.
 There Will Be Contagion
The headlines are about Greece, but the real story is not Greece but who is next. European leaders were right to be worried only a short while ago about contagion effects of a Greek default to the entire Euro system, which of course they now say doesn't exist. This week we look at Europe, and sort through the ever more fascinating implications of the news in today's headlines.
Tags: Europe Sovereign Debt
There Will Be Contagion by John Mauldin of Millennium Wave Advisors
 Do I Feel Lucky?
It seems to me that before entirely disregarding evidence that is as rare as it is ominous, you have to ask yourself one question. Do I feel lucky?
Tags: Equities Bearish US
Do I Feel Lucky? by John P. Hussman of Hussman Funds
The Strategic Times: What is the Yield Curve Saying and Should We be Listening?
Many prognosticators continue to discount the shape of the yield curve and what bits of wisdom one might see in its steepness or flatness. Though not a perfect indicator from the past, it does represent some interesting expectations from institutional investors that should not go unaddressed. Though these numbers may not appear meaningful to the average investor, the institutional investor sees this as highly significant as it pertains to investor appetite, economic impacts and hedging of interest rate swaps and currency expectations.
Tags: Equities US
The Strategic Times: What is the Yield Curve Saying and Should We be Listening? by Matt Lloyd of Advisors Asset Management
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