With the summer doldrums in full force and many professionals out of the office, today being multiple options expiration, along with no foreseeable earnings or company conferences near, we would suspect possible dramatic movement with no meaningful results this summer…
John Tamny, head of RealClearMarkets.com and noted economist, whom we have posted reviews in the past, was also present at the AFG conference. Taking copious notes during his discussion, I wanted to update and highlight a few of his thoughts: Tamny…
Last week during the AFG conference, which we have mentioned several times in our latest posts, Victor Canto spoke during a lunch session to our group of institutional investors. Dr. Canto, current chair of La Jolla Economics and author of multiple…
Arriving at approximately 7 pm on Friday June 11, 2010 in Dallas, back from the AFG Conference in Las Vegas, which was extremely enlightening; More specific updated Economic and investment related information to come in this weeks posts. Saturday morning the family loaded the…
Yesterday afternoon during a three-hour stretch, the investment conference I am attending opened with a detailed review of various valuation techniques. Specifically focusing on Economic Margin, a combination of Income Statement and Balance sheet analysis with adjustments made for outside enterprise funding. Economic Margin is…
On Thursday June 3rd, 2010, I officially handed the torch over of the presidency of the CFA Society of Dallas Fort Worth to the new leadership. While my term runs until the end of June 2010, most commitments have been…
Statistically over the next decade many aging americans will pass away transferring a large amount of wealth from the current generation to the next younger. There are many confusing aspects of receiving an inheritance. Here are a few confusing items we…
Investor Money Flows continue to move heavily towards bonds, but light is shed on the sources. We have wondered out loud (Page 6-7) where and why investors are pulling cash in order to chase elevated bond funds, and it appears, according to ICI, Investment Company Institute , that…
Home Resales rose 7.6% as sales surged 22% from last year–(Some inflation from the expiring tax credit) Oil prices have dropped to under $70 a barrel, with pump prices most likely to follow. NABE: National Assoc for Business Economics, raises…
Ok, so this morning we may have used a bit of a dramatic headline to grab your attention, our apologies, but it is a Friday, and we wanted to add a bit of spice to the day going into your weekend.…
