Posts Tagged ‘co-founder Reagan Silber’
The CommonWealth Opportunity Capital Team
Monday, February 6th, 2012
CommonWealth Opportunity Capital, co-founded by Reagan Silber, is an investment management firm based in the United States. Their team consists of highly-skilled and creative business people such as the Chief Investment Officer Adam Fisher, Managing Director Csaba Konkoly, Portfolio Manager Ian Epstein and others.
Csaba Konkoly, a Managing Director of CommonWealth Opportunity Capital, is also a member of the CWOC Investment Committee. He is a seasoned investment professional with years of experience in trading, analysis and portfolio management, among other skills. In January of 2005, Mr. Konkoly co-founded GATKO Partners LLP, a global equity long/short hedge fund in London and Singapore.
Tags: co-founder Reagan Silber, CommonWealth Opportunity Capital, President Reagan Silber, Reagan Silber
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CWOC with Reagan Silber: July Newsletter News
Tuesday, January 31st, 2012
In their July newsletter, CommonWealth Opportunity Capital, where Reagan Silber is the co-founder and President, sets out to explain why deflation is a much bigger risk than inflation. They explain that they received a great deal of feedback from readers when they posited this idea in their January newsletter.
In their current newsletter, they set out to explain some of the “overwhelming immovable macroeconomic forces” that have brought the country to its current state. They outline many factors including:
They discuss the idea that much of the debt for the last 10 years had to do with consumption, and that healthcare grew quite a bit in the 2000’s.
They go on to explain that, “For a multitude of political, cultural, and economic reasons, overspending by the government as opposed to the private sector is reviled (particularly in the US). This revulsion will lead to public policy inconsistency that will likely exacerbate the confidence gap in the private sector.”
Tags: co-founder Reagan Silber, President Reagan Silber, Reagan Silber, Reagan Silber news
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Investment Opportunities as Explained by Adam Fisher
Thursday, January 26th, 2012
In a recent interview with Barron, Adam Fisher, Co-founder of CommonWealth Opportunity Capital with Reagan Silber, explains some of his company’s investment strategies. CommonWealth Opportunity Capital is a Los Angeles based hedge fund.
Asked about his overall investment themes, Adam Fisher explained that he sees three main “buckets” of world-wide investment locations. As he explained, “One holds Japan and Europe, where the debt problems can overwhelm any good things that can happen…The next bucket holds the guys with debt problems, but improving circumstances: the U.K. and the U.S…The third bucket holds the emerging markets. The fact that the developed markets are doing so badly helps them, because money is flowing their way very aggressively, and they don’t have the debt or stock problems I refer to.”
Tags: co-founder Reagan Silber, CommonWealth Opportunity Capital, Reagan Silber, Reagan Silber investing
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Explaining Market Economies: Reagan Silber & CWOC
Monday, January 23rd, 2012
In response to recent feedback, CommonWealth Opportunity Capital, with co-founder and president Reagan Silber, explained why they believe that market economies are the most efficient way to allocate resources.
They explain that, “Since Adam Smith recognized the value of a free market, the per capita income and productivity of those countries that adopted this form of economic structure have moved exponentially higher. Prior to this period in history, very few countries saw substantial per capita income growth for large swathes of their population.”
CWOC continues by explaining their point with the housing market. They illustrate how the US policy makers went overboard in assuming that home ownership for all was an unabashed good for the country. They explain that this system was a sort of ponzi scheme that simply enabled more to share in the scheme and that it was nothing more than “vote buying.”
As they explain, “Many areas of the economy (e.g. healthcare, transportation, capital banking) have become distorted by policy intrusions that are so obvious that stakeholders have little clue as to what assets are worth.”
Tags: co-founder Reagan Silber, CWOC, President Reagan Silber, Reagan Silber
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