Lately, the capital market indexes have been in what trendy cool professionals call a “trading range.” We being neither trendy or cool, prefer the term “Yo Yo Markets.” Remembering your childhood days of that fun handy toy the “Yo Yo” (I spent many hours with…
Zigging and zagging our way to the high road this week, we had the following positive observations: Merger Monday: With a trifecta of mergers Monday, (Google-Motorola Mobility~ $12.5Billion, Time Warner-Insight ~$3billion, and Transocean-Aker Drilling ~$1.5billion) this marks an extreme vote of…
As most of you know, Donald and I read a tremendous amount of information on a daily basis, much of which starts very early am. We also write about this information frequently to help decipher comments with a goal of being totally objective,…
This morning, the New York Times is running a special Opinion article from Warren Buffet. Mr.Buffet, not a stranger to championing higher taxes, mentions his rate as 17.4%, netting him a tax bill of just under $7 million on an approximate…
Last week we Zigged when others Zagged, this week we wanted to send you to your weekend with a few good thoughts as well, especially given your positive comments, so here we go: Jamie Dimon, the CEO of JPMorgan Speaks (Video) to CNBC…
In an effort to make sure we all do not forget the forest because of the trees, we wanted to quickly review what thorn has gotten under the world capital market’s saddle, and how we arrived on this trail. As…
Occasionally we like to review when Bubble’s may be brewing. We like to toss a bit of cold water on the subject which has been very helpful in our minds to keep our perspective, and by writing about it, refreshing our thoughts on…
Given the movements of late, many are confused at what is happening in the capital markets. There has been news flow for everyone, whether positive or negative, and reactions, along with, in our opinion, over reactions. In the next few business days we…
On Friday, after market close, S&P downgraded the US’s debt from AAA to AA+, or one notch. This downgrade should be of no surprise to any professional investor as this has been telegraphed for almost six months. We first began commenting…
We usually Zig when other’s Zag, as such, we decided to itemize a few GOOD THINGS that happened in the financial world this week, as those who have been Zagging of late, are mostly of negative items: 1. The Debt Ceiling was lifted and…
