As earnings season/90 day treadmill has official finished, capital market participants turn their attention to Economic numbers for clues to the future. The last several weeks have been uneventful in the capital markets as the majority of quarterly reported earnings…
As we stated in an earlier post, with earnings season (90 day treadmill) mostly finished, the clues for our progress lie in the economic numbers, with extra focus on the employment situation. This morning the Labor Department released the Unemployment report which…
Our headline today represents our humorous take on the levels of the capital markets as we enter the third month of the year with little forward movement in most areas, which is fine by us. The S&P 500, our favorite domestic…
As we had mentioned in our prior post, the SEC voted, and approved, 3-2 (surprisingly close) to re-instate the Uptick/Downtick/Short Selling rule. We applaud the reinstatement and are slightly disappointed in the meager fan fare it has received up to…
Tomorrow (Wednesday February 24th, 2010) the Sec will vote on re-implementing the Short Sales Rule that was banned in 2007. We very strongly, and alone, on an island, as we many times are, warned that the repeal of this rule might have…
Yesterday while at a Dr’s appointment, at around 3:30 pm, my cell phone dinged letting me know there was “Breaking News.” After reading that the Fed had raised the DISCOUNT rate, I immediately called the office to confirm the story, finding…
With about 80% of companies in the S&P 500 reporting this quarter, we thought it a good time to review the results. According to Thompson Reuters, about 80% of companies have beat their 90 day treadmill number/quarterly earnings, with the remaining…
Last night in an event at the Belo Mansion in Dallas, Texas, several speakers as mentioned earlier, were present to give their views on the economic and capital market situation. As current president of the CFA Dallas-Fort Worth Society, I…
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…
We thought it timely to refer back to our thoughts from our Q1 2010 Newsletter, penned earlier this month. “The year 2010 will be a teaser for many investors. We feel the markets will end up somewhere between 8 –…
