Let the “Mark Ups” Begin
As we near the end of a month, and especially a quarter, there is a natural pressure upwards in the capital markets as professional investors rush to invest their cash and posture for the many printed reports that will be…
John Kvale CFA, CFP
Investment Professional managing a Total Wealth Practice firm in Dallas Texas with clients in 20+ states in the USA and 6 different countries around the world. Avid golfer, marathoner and hopeful ironman competitor. Married with two children.
Another Merger Monday
Last week we mentioned “Merger Monday’s” in a post Merger Monday’s Again–Maybe, but with no major merger announced. Today with Austin Texas base Dell, announcing a buyout of Dallas Texas based Perot systems, we find that in fact “Merger Monday’s” do…
I Missed It! I Missed It!
As the Capital Markets move up at an astonishing pace you can almost hear some investors screaming, “I Missed It.” The chase is on as many investors were waiting and expecting a major pullback which has not transpired at this…
So What Economic Numbers Are We Watching this Week?
Yesterday we mentioned we are a slave to the Headlines as we are still a few weeks away from earnings. A Slave to Headlines Without Earnings Today we thought we would give you a heads up on our regular weekly economic…
A Slave to Headlines Without Earnings
Given we are several weeks away from the 90 day treadmill called earnings, we are stuck with headlines for short term market direction as investors look for clues. The quiet period (30 days before earnings, in which companies do not mention their expectations) prior to earnings,…
Merger Monday’s Again–Maybe
The early part of the week has proved to be interesting the last several weeks as mergers have become a regular occurence. Way back on January 6 2009, we posted a blog 2009 Key Market Items to Watch for this year. We…
How to Set Up On-Line Account View and More (Clients)
To set up the ability to see your accounts on line is an easy process. If you do not have on-line Account View currently, please send us an email request with your preferred “Username” and we will have access set…
Shortened Hours Today (Friday Sept 4) and Out Monday
Cathy will be out today and Monday, Donald is traveling to relatives out of state and will be out Today and Tuesday, but will be back in his office on Wednesday. I will be in early today but leaving the office…
An Interesting Time with W. Michael Cox, Former Chief Economist of the Dallas Fed
Yesterday during lunch I had the good fortune to hear Michael Cox, Former Chief Economist of the Dallas Fed and currently Director, O’Neil Center for Global Markets and Freedom at Southern Methodist University. Mr. Cox had a few very interesting comments. The…
Rumors and Light Attendance = Selloff
As we near the end of summer, rumors, national events or any other headline has dramatic effects on the markets. Yesterday the markets had a pretty sharp down day. Not to minimize the impact of the day, but as a…