From the category archives:

Investing

MF Global: Fraud or Incompetence

December 14, 2011

Maybe it is the complexity of the financial scenario or the small scale of assets (only $1.2 Billion), but outrage does not seem to exist for MF Global and its lead dog, Jon Corzine. Whether the disappearance of $1.2 Billion in clients’ assets is fraud or incompetence, it could impact your portfolio if you don’t [...]

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Downgrade, Debt Ceiling and How Professional Wrestling is like Politics

August 8, 2011

I wanted to throw some thoughts out on the dreaded downgrade from S&P. Bottom line: it isn’t a big deal. 1. Why isn’t it a big deal? Investors in US government bonds already knows our government debt equals our Gross Domestic Product (GDP), which is the size of our economy. This isn’t news. S&P isn’t [...]

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Rewarded for Failure

July 3, 2011

How many of you could totally screw up at your job and not feel any pain or punishment? If you aren’t a corporate CEO, you probably can’t. Here is an article profiling a few corporate execs who jumped the shark at their previous firms only to latch onto high paying exec jobs at other companies. [...]

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Are Corporate Insiders Sending a Sell Signal?

June 30, 2011

I have been following the buy/sell ratio of corporate insiders for some time, and I have found that the number of shares sold greatly outnumbers the buys – often over 500 to 1. Corporate insiders are not putting their own money into their company stock, but they sure are cashing in the stock they have. [...]

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S&P 500 Falling to 400?

May 18, 2011

Great video from the Financial Times where Russell Napier is interviewed. Napier is a thoughtful analyst, historian and money manager who understood the problems of 2008 and called the 2009/2010 rally – so one is wise to listen to him. In this video, he explains why he sees the S&P 500 falling to 400 from [...]

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Drats! My View on Treasuries Is Getting Mainstream Press

May 9, 2011

I saw this article provided by the Wall Street Journal, and it bummed me out. I like to think I am a contrarian in life and investing.  One of my current ideas is long dated or maturing Treasuries will be the place to be for the next few months. To see this in a mainstream [...]

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Nine Rules for Picking Funds

May 4, 2011

A good friend of mine, Steve Goldberg, writes for Kiplingers and is a money manager. His specialty is mutual funds. He came out with an article today describing the nine rules he uses when selecting mutual funds. Check out his article for the full explanation, but here are his keys (with a few of my [...]

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Bank Rate Loans

May 3, 2011

Here is a well informed video from Morningstar.com about bank rate loans or floating income funds. I won’t get into the details too much as the video does this, but I think this will be a very valid asset class to hold in the coming years as interest rates rise. These funds hold short term [...]

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Open Letter to Ben Bernanke

April 27, 2011

Today, the Federal Reserve Chief, Ben Bernanke, will hold a press conference to detail what the Fed’s plan is once the second round of Quantitative Easing ends. Some think they will let the plan end with the stipulation that the Fed stands ready to jump back in if needed while others believe that Quantitative Easing [...]

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John Mauldin – Game Changer

March 15, 2011

Here is the latest missive from John Mauldin who takes it from Ed Easterling. It is a great piece about stock market expectations looking at price to earnings compression and future growth. I expect lower returns for the foreseeable future due to the reasons laid out in this article. Great reading for all who care [...]

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