Michael Panzner, Author at Sophisticated Investor

Michael Panzner

Michael J. Panzner is a 30-year Wall Street veteran and the author of three books, including Financial Armageddon, which predicted the 2008 global financial crisis.

Startups Back on the Menu?

by Michael Panzner | Mar 21, 2016 | Angel Investing, VC and P2P, Portfolio Management, Pre-IPO Shares

In theory, the recent rebound in equity markets—especially in technology-related shares, which were major laggards as the year unfolded—should be great news for young companies. As discussed previously (see here and here), valuations, activity and interest in private...

More from Central Banks Could Be Less

by Michael Panzner | Mar 14, 2016 | Portfolio Management

Last Thursday, the European Central Bank announced its latest stimulus measures, which many observers characterized as a quantitative easing, or QE, “bazooka.” The initiative was comprised of several components: four rounds of targeted long-term...

Reminder: Watch Out for the “Pain Trades”

by Michael Panzner | Mar 7, 2016 | Commodities, Hedge Funds, Portfolio Management

Sometimes the reasons for betting on or against a certain investment seem compelling. Not only do various rationales appear supportive when viewing things from the bottom up, they are often confirmed by a top-down perspective. And yet, it is not unusual for these...

More Signs of Better Days Ahead for Hedge Funds?

by Michael Panzner | Feb 29, 2016 | Hedge Funds, Managed Futures, Portfolio Management

So far, 2016 has unfolded in a way that many active investment managers were hoping for. Market volatility has been increasing, affording more opportunities to buy and sell securities at attractive levels. Share prices have stopped moving higher in a relatively...

The Right Time for Value?

by Michael Panzner | Feb 22, 2016 | Commodities, Portfolio Management

It is a key theme of “Good Idea, Bad Investment?”: just because a stock looks like a bargain, that doesn’t mean it is worth buying. A variety of often unexpected developments can influence its price, including macroeconomic trends; competitive,...

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Startups Back on the Menu?

More from Central Banks Could Be Less

Reminder: Watch Out for the “Pain Trades”

More Signs of Better Days Ahead for Hedge Funds?

The Right Time for Value?

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