Today at 1:15 pm, central time the Fed will release it’s official statement on interest rates, ending it’s two day policy meeting. While slightly overshadowed by the Goldman Sachs events as of late, the Fed’s statement is extremely important. What…
With 20 companies from the S&P 500 reporting last week, and another 120 this week we are getting a good feel for how managers have fared over the last quarter (90 day treadmill) and also how the US Economy is doing. So…
We are very proud to announce our Q2 2010 Digital Newsletter is available for viewing and print. Please click here for the Newsletter section of our website. Have a Great Day! John PS Earnings (90 day treadmill) have started well,…
Enclosed you will find your First Quarter 2010 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from TD Ameritrade Institutional along with the IRS tax basis of each of…
Next week is one of the more interesting weeks of the year as many financial items align, not only for US tax filer’s, but for our firm as well. Earnings Season (90 day treadmill) un-officially kicks off Monday with Alcoa “AA”,…
Similar to my suspicion, there was a full crowd attempting to get the rebates we mentioned in our last post. In a press release issued by the state, an apology was issued as many had my experience, and were not able…
The constant trail of laundry that is our household, with a total headcount of four now, has exhausted the Kvale homestead washing machine. Being in the market for a new washing machine I will attempt to take advantage of the…
I don’t know about you, but for me it is hard to believe we are already in April. Just as a reminder it is April fool’s day today, so be on the watch for a trickster or two, but not…
About four hundred of my closest friends (kidding of course) and Michael Lewis, Author of “The Big Short” sat down for lunch yesterday (March 30, 2010) at a Dallas World Affairs meeting here in Dallas. Michael Lewis, a former Wall Street Salomon employee,…
Similar to a law enforcement officer pulling in behind you while driving, an audit, either paper, or full in person, will make most people’s heart beat jump. The first point worth mentioning is, drive the speed limit, i.e. Do not take aggressive or risky…
