During times like these we are often asked what we are doing to protect the value of our clients’ portfolios. This is a fair question and one that deserves an answer. From a macro perspective, we take the time to understand each of our client’s risk tolerance, time horizons, income needs, etc. This information leads … Continued
On Friday, September 2, 2011, President Obama announced that he was suspending the Environmental Protection Agency’s rule tightening air quality standards, recognizing that the regulation was certain to impair job creation in an already poor economic and employment environment. Last December, President Obama also signed legislation extending lowered tax rates enacted during the Bush Administration. … Continued
During the first eight months of 2011, the Detroit Three auto manufacturers have enjoyed a 16% increase in unit volume as industry sales increased 10%. These results reflect, in part, an improving economy and inventory problems for two of Detroit’s primary competitors, Toyota and Honda. Detroit’s market share increased to 49% (up from 44%) while … Continued
Equity markets have proven their penchant for volatility in August. The last few trading sessions have been mostly positive though. As the volatility temporarily fades from the radar screen and we turn our sights to other matters germane to investment decision making, we thought it notable that Greek sovereign bonds are currently trading for anywhere … Continued
We thought this was worth sharing: “Investors Who Held On Since 2008 Made Right Move”. This was published August, 19, 2011 on CNBC. They report three key findings: Those that changed equity allocations to zero and stayed clear of stocks had an average balance increase of only 2%. Participants who exited after the crash and recently … Continued
Dylan Ratigan caught my attention twice within the past week. The first, during his self-admitted televised rant and the second, his follow-up article where he, after gathering his thoughts, put together a more detailed explanation of his opinions (review for yourself here). Reading this explanation three times myself, I found the undertones to be quite … Continued
The confluence of events over the past few weeks continues to rattle markets, with recent events culminating in Friday night’s downgrade of the United States credit rating from AAA to AA+. The downgrade is a source of embarrassment for our nation. While one can agree or disagree on whether the action should have been taken, … Continued
In light of the highly charged commentary regarding recent progress made in Washington, we believe it is critical to consider all potential risks pertaining to the country’s current financial woes. While similar topics and themes continue filling up news venues, a large piece of the puzzle is being overlooked; the effect on the value of … Continued
George Soros recently announced the closing of his hedge-fund and his plans now to focus on running his own family office. A public philanthropist, Soros has donated over $8 billion within the last 30 years, a significant portion to the nonprofit MoveOn.org. MoveOn.org is funded solely by individuals and is recognized for its support of … Continued
The July 21, 2011 issue of the Wall Street Journal carried an article about Canada titled “How Spending Cuts – Not Higher Taxes – Saved Canada.” The discussion focused on the problems Canada was confronting in the mid 1990’s and how those problems were solved by the Liberal Party taking a decidedly un-liberal tack – … Continued
Amidst the lingering cloud of uncertainty hanging over the US financial sector over just who, or whom, or what caused the financial crisis of 2008-2009, I came across intriguing material in reviews of Gretchen Morgenson’s new book, Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon. Morgenson is a well respected and … Continued
A Wall Street Journal article dated July 2, 2011, titled “Did Someone Say Tech Bubble?”, indicated that entrepreneurial idea flow continues unabated in the US. Given the dour headlines dominating the newswires over Greece’s debt problems and the US’ own budget problems, it is easy to lose sight of what is going on “off of … Continued
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