The Absolute Return Letter May 2012 – Don’t Fight the last war

"Investors often behave as if they operate in a world of logic and certainty even when that is not the case. For that reason, history is littered with investors who have failed miserably. In this month’s Absolute Return Letter we look at many of the pitfalls facing risk managers and we take a stab at where the next big crisis is going to surface. Our conclusion may surprise a few readers. "

Link to the Newsletter : http://www.arpllp.com/core_files/The_Absolute_Return_Letter_0512.pdf

The_Absolute_Return_Letter_0512.pdf

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