Atlantis Asset Management 5 Penn Plaza, 14th Floor New York, NY 10001 (212) 256-1150 As a follow up to our last market commentary, I wanted to clarify where we are in terms of the overall market cycle, and then discuss our view of the market’s prospects and direction over the longer term. We view with […]
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2014 Outlook
Atlantis Asset Management 2014 Outlook by Michael Cohn This letter is our 2014 Outlook. We appreciate all the support and loyalty our clients have bestowed upon us through these extraordinary times for both society and the financial markets. Many tried and true strategies that have worked through previous economic downturns have been turned upside down. […]
Markets will start to get more Volatile
The Central Banks in Europe, United States, and Asia have undertaken an unprecedented experiment in monetary policy. Trillions of Euros, Dollars and Yen are being injected into the financial markets through securities purchases. To this point it has been a success in that it has stabilized the technically insolvent banks and has allowed them to […]
Investment Strategy for Higher Taxes
Link: See what Mr. Cohn has been saying to the press. Quotes on the pertinent issues of the day and how to invest prudently
Michael Cohn Quoted on CNBC
Link: See what Mr. Cohn has been saying to the press. Quotes on the market events of the day going all the way back to 2008
The Credit Mess part deux
Oh this mortgage mess has reared its ugly head again, and, once again, our grandstanding political body is missing the real mark. What no one has focused on is the term that was used many times in the last 2 years. That is “Lax Underwriting Standards” What does that mean in reality? Minimally, it means […]
The Credit Mess and Where We Are.
Let’s try and distill what is going on with the financial markets. It all started with the irrational belief that asset prices would continue to rise indefinitely. Or, for those that knew better, that the whole liquidity and asset appreciation party would not come to a screeching halt. The first shoe to drop, as everyone […]
Risk Management : A forgotten discipline
Portfolio Insurance Buy low, and sell high. It is easier said than done. Many people have done very well in the stock market recently, and are wondering how to preserve the gains without throwing in the towel and leaving what is a very strong market. Is it possible to significantly reduce risk without selling a […]
Strategies for Generating Income and Managing Risk
Synopsis In order to manage risk, merely diversifying into investments and asset classes defined as non-correlated is not sufficient as an asset protection strategy. For investors and fiduciaries seeking to add value to a portfolio by either generating additional income or managing investment risk, the markets have created an instrument to accomplish this, derivatives or […]
