Jack Rivkin Says QE Has Done Its Job, Watch For Oil Volatility

It must be an adjustment for Jack Rivkin to go from being chief investment officer at equity-heavy, fundamentally driven investment firm Neuberger Berman to holding the same position for one of the larger algorithmic fund managers, Altegris Advisors, where instead of evaluating price to book ratios he finds himself in an alternative investment shop more inclined to consider margin to equity or win size relative to downside deviation. In his new capacity, Rivkin stuck to his old traditions and produced a yearly perspective piece. In his “Year Ahead” forecast, Jack Rivkin, as if unshackled from the equity world of smiles…