Tonight I have the honor to not only attend, but kick off an annual CFA (Chartered Financial Analyst) event for the CFA Dallas Fort Worth Society. The event should be very interesting and open great insights to the speakers…
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…
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…
Today at 1:15 PM CST the Federal Open Market Committee () will release it’s statement concerning the state of the economy, and most importantly, the board’s vote on short-term interest rates. While most expect no change in the Fed’s current zero interest rate…
As a quick update from last weeks humorous duo of fabricated personalities, we wanted to give you a quick status report. It appears as if “Sammy the Spender” did make a few runs to the store, but was trumped by “Suzie…
Most likely, anyone hearing the Dubai news over the holiday shortened week that just passed, had some type of mental image of the area. The importance of the region is not as great as the World Reaction to the news. The…
Last Thursday, November 12, 2009, I had the opportunity to hear, Economist, Author of three books, and Dallas resident, John Mauldin, John is well-known for a regular electronic communication he publishes to 1.5 million of his closest friends. A summary for…
Yesterday (and today) I had the opportunity to visit with many publicly traded company managers. Throughout the day yesterday, and most of today, I will be attending a conference for investors where publicly traded companies present explanations and updates…
With over 90% of the S&P 500 companies reporting (90 day treadmill), we give the season a B+, and seasonally we are starting a good time of the year. Capital Market Companies continue to struggle (although somewhat less) with sales,…
