June 24, 2011
- The Stock Market: Same Song, Different Verse
The constant flood of bad-news from the media really can wear a person down. (…)
May 18, 2011
- LinkedIn And Facebook Econ 101
LinkedIn & Facebook are at the top of the social media food chain. Both sites help people connect socially with each other – a very “noble” claim. Have you ever wondered how they make money? (…)
May 12, 2011
- Inflation fears are over-blown
Inflation fears are over-blown; that’s the position of David Rosenberg, famed Wall Street Guru. (…)
May 10, 2011
- Markets Muddling Through
Stocks fell last during a news-heavy week. The major headline was Osama Bin Laden’s death, which is unlikely to have a lasting impact on our financial outlook. (…)
May 4, 2011
- Stock Market’s Mixed Bag
The market volatility is increasing as of late as we’ve seen a mixed bag of economic data. Looks like we’re in for another volatile summer. (…)
April 7, 2011
- Critical Investment Lessons from Japan
At the end of each quarter, I send clients a letter summarizing events of the past three months. For this quarter’s letter, I wanted to highlight two important lessons for investors. (…)
March 17, 2011
- Japan's Impact on Markets
Fears over Japan nuclear crisis & political unease in the Middle East have lead to a market correction in the magnitude of 5%. (…)
February 4, 2011
- Market Insights
After a strong 2010, the market continues to edge forward. We continue to see signs of economic improvement. In simple terms – the market is doing better because the economy is doing better. (…)
January 20, 2011
- Optimistic on US Stock Market
One of my favorite gurus is Richard Bernstein, formerly of Merrill Lynch, now out on his own. He’s always been a very “reasonable” person, with some very “common-sense” elements to examine markets. (…)
January 8, 2011
- Predicting the Markets and Market Forecasts
January brings out all the experts as they attempt to predict what the stock market and the economy will do in 2011. As the year progresses most of them turn out to be wrong. (…)
December 28, 2010
- The Role of Innovation
A pessimist might read about China, India and other developing countries and conclude that they’re going to achieve growth at the “expense” of Western countries. (…)
December 22, 2010
- Muni Bond Melt Down??
On 60 minutes they had an interview with one of the best Bank analyst, Meredith Whitney, who is broadening her research coverage – she's now calling for 50-100 significant municipal bond defaults in 2011, totaling "hundreds of billions" of dollars. (…)
December 1, 2010
- Day-to-Day Markets
Day-to-day market performance can be quite unpredictable, and perplexing to investors who are trying to get a good read on where the market's heading.
During the past month or so, we've seen market volatility in reaction to European debt issues, China's efforts to slow its economy, North Korea's attack on its southern neighbor, better US economic news (though worse housing news) and continued chatter about the intrinsic worth of QE2.
Unfortunately, it can be difficult to determine what's worth paying attention to as a longer-term barometer and what's simply short-term noise. Clear-cut economic data is hard to come by, but we believe the balance of the evidence imply a strengthening US economy, which should help to support stock-market performance in the coming year. (…)
November 29, 2010
- Household Wealth Grows
A report by the Federal Reserve revealed Net Worth for households & individuals climbed $1.2 trillion, or 2%, to $54.9 trillion in the third quarter of 2010. Americans continue to grow their wealth, even as home values remain stalled. (…)
November 1, 2010
- Fail Like a Billionaire
In a recent article in Forbes.com, the author makes a great point – very few people are as successful right out of the gate as the 26 year old Mark Zuckerberg (founder of Face book). Most successful people have significant setbacks. (…)
October 22, 2010
- The Perils of Chasing Performance
I recently read an article that intrigued me. (…)
October 6, 2010
- Positives on the Economy and Market
I don't believe there's ever a free lunch in this world. But, I remain on the side of the market and economic bulls nonetheless. (…)
September 7, 2010
- Positives in the US Economy
Positive economic news is rarely seen in the media, but not all is doom and gloom in these days. (…)
September 3, 2010
- Where are the Jobs?
U.S. companies modestly added jobs in August, easing concerns that the nation might slip back into a recession. The latest jobs report was better than expected. (…)
August 19, 2010
- Markets in Transition
Ever watch a sporting event with the volume turned down? It may take away from some of the “drama”, but you also don’t have to listen to the idle chatter and biased views of the commentators. (…)
