We thought it timely to refer back to our thoughts from our Q1 2010 Newsletter, penned earlier this month. “The year 2010 will be a teaser for many investors. We feel the markets will end up somewhere between 8 –…
Last night President Obama made his first State of the Union Address, rallying various parts of our country/economy and chastising others. Overall our assessment from our prior feared post is the speech was more market friendly than many had expected, echoing our post thoughts and rallying markets…
To some the Capital Markets may seem mysterious and maybe even schizophrenic at times, due to the sudden frequent change of character. Not Really! The Capital Markets are very intuitive, insightful, but often overly dramatic. As we mentioned in our Trifecta…
This week marks one of the busiest week for earnings of the quarter as many companies begin reporting their 90 day treadmill results. As we had said in an earlier post, earning season is going well. You might ask why…
Over the last recession, fundamentals deteriorated, and the capital markets began a squishy journey starting in 2008 and firming late first quarter of 2009. Fundamentals are the key drivers for the capital markets, but they are not the only driver. Structural…
We are happy to announce the posting of our Q 1 2010 Newsletter in Digital format. J.K. Financial, Inc Newsletter Web Page (Be sure to maximize your screen view!) We hope you enjoy our Q 1 Newsletter, in which we make…
With the unofficial start of earnings season marked earlier this week, Alcoa, which disappointed many investors, we began to take a few deep breaths in anticipation of a tough season. Fortunately Alcoa was the exception, not the rule, as for the…
As the calendar turns many investors begin reviewing their annual returns as well as returns of various other investments. Frequently, this time of the year we hear of miraculous returns of a manager, company, or fund. Many times leading a flurry…
Enclosed you will find your Fourth Quarter 2009 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from TD Ameritrade along with the IRS tax basis of each of your…
Just as a quick reminder, this is one of our most busy times as we finish the 2009 reporting, tax information, various institutional performance reporting, and our all important Preview and Review Newsletter for 2010!! We will be back shortly and have…
