September 14, 2007   

 
How has the market turmoil of the summer affected the investment environment? Are the markets out of the woods, or are we in for a much longer period of corrections? On hand with their views are legendary value investor David Dreman, Chairman of Dreman Value Investors and Randall Forsyth, Barron’s Online Editor and Columnist. How is the art market reacting to problems in the credit markets? We hear from Michael Moses who keeps track of the art market from his perch at NYU’s Stern School of Business.
 
 

David Dreman


“The One Investment…”

Financial Strength
- Fannie Mae (FNM)
  Price: $61.28 on 9/14
  52-range range: $51.88 - $70.57

Randall Forsyth


“The One Investment…”

Michael Moses

Co-founder, Beautiful Asset Advisors
Mei/Moses Fine Art Index


“The One Investment…”

Art as an Asset
- Buy a piece of art you like

 
 
Invest In An "Anti-Risk" Portfolio

Grantham’s Anti-Risk Portfolio
- Cash
- High quality Corporate & Treasury Bonds (TIPS)
- Buy large cap quality stocks
 
 
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