From the category archives:

Investing

1907 vs. 2009

April 5, 2010

Interesting chart from the Chartstore (tip of the hat to Ritholz) comparing the markets of 1907 to 2009. In 1907, the market faced a panic led by a bank run. This was the panic where JP Morgan (the man, not the bank) led the banks out of the crisis. He did so by letting the [...]

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Battle of the Bond Gurus – Excellent Video

April 4, 2010

Here is a clip to a debate between Jim Grant and David Rosenberg; two of the best economic prognosticators in the business today. I read everything I can from these two guys, and it has a material impact on my investment choices for me and clients. What scares me is these two mentors from afar [...]

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What Wall Street Doesn’t Want You to Know About Fiduciaries

March 15, 2010

Great article from Minyanville discussing the fiduciary standard, which I have been hyping for weeks now. Here is the meat from the article: The distinction between a fiduciary and a broker is simple. The broker mainly owes his allegiance to the company and is generally compensated by selling you financial products. A fiduciary’s model is [...]

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Stocks and Government Interference

February 25, 2010

Interesting exchange on Tech Ticker with Peter Boockvar, an equity strategist at Miller Tabak. The interesting part isn’t so much the debate about deflation or inflation – although that is a huge factor in where the markets head from here (I suspect deflation for longer than most anticipate) – but about how government intervention makes [...]

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Thain Takes Over at CIT

February 8, 2010

Another sign that there is no such thing as accountability on Wall Street, John Thain takes over the reins as the CEO of CIT. This is the same Thain that led Merrill Lynch down the toilet as well as spent $1 Million remodeling his office after receiving government assistance to make the Bank of America [...]

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A Bubble In Search of a Pin

February 6, 2010

Here is a Letter from John Mauldin. As usual, a thoughtful piece that focuses on the headwinds the economy faces. I agree with John, and those he quotes, in many respects about how Greenspan, Bernanke, and the powers that be missed the bubble. However, we are naive to think that the Fed would ever prick [...]

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ProShares Adds New Leveraged ETFs

January 25, 2010

ProShares launched two new Exchange Traded Funds (ETF) that short U.S. Treasuries. The ProShares Ultra 20+ Year Treasury (NYSEArca: UBT) is obviously based on the twenty year Treasury while the ProShares Ultra 7-10 Year Treasury (NYSEArca: UST) focuses on intermediate Treasuries. Both funds are structured to provide double the movement of the underlying index on a [...]

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Tracking 2010 Predictions

December 18, 2009

Richard Bernstein, who use to be the Chief Investment Officer at Merrill Lynch before starting his own firm, has released his 2010 predictions. I am making note of it so we can revisit at the end of the upcoming year. Richard, who use to work with David Rosenberg before he left for Gluskin Shiff in [...]

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Structured Product Article

November 17, 2009

I am featured in an article on a new structured product from Deutsche Bank. The product is based on their commodity index. The product offers 150% to the upside so it is a leveraged product. They are trying to get folks who think commodities are going to continue their upward movement. The matures in three [...]

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Market Outlook at Index Universe

June 25, 2009

Interesting read over at Index Universe from John Serrapere. It is a pretty honest assessment of the markets, but it isn’t the most hopeful. However, I agree with his line of thinking. As I have stated previously, too many people are using analysis and projections from the previous three recessions to base their projections for [...]

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