Chicken or the Egg?
Business managers and owners, consumers, lawmakers, politicians and anyone we might have missed, seem to keep a careful eye on the movements of the market’s…
Have the Capital Markets Been Bumpy Lately or Does it Just Feel that Way? Our Research Says…
Although we have been calling for a choppy 2010 from late last year, given the market movements which at times felt rather dramatic even given…
The Larger the Company the More Important During Earnings Season
Larger companies generally carry more weight of importance for investors due to their tremendous diversification of income streams. Clues in earnings reports for companies can often…
Earnings Season Begins with Alcoa, the Unofficial Pole Position Public Company
Alcoa, Aluminum Company of America, the unofficial Pole Position company for earnings season reports late today and commences earnings season, unofficially. Professional investors such as ourselves…
Second Quarter 2010 Performance Report Cover Letter
Dear Client, Enclosed you will find your Second Quarter 2010 Performance Report for your review. No Surprises Yet: As we have been saying since…
Thoughts from 20,000 Feet – It’s Easy to Be Negative – Just Say No!
This post was originally created while on a flight from Dallas to Las Vegas. While I am not sure how the technology works, it is very…
Financial Regulation a Small 2000 Page Document
In the early AM hours this morning, a Financial Regulatory Bill was tentatively agreed upon. The original goal of this bill was reform and restraint for larger financial…
Summer Doldrums and Out of the Office Schedule – Again!
Summer Doldrums Are Here ! Glancing at the left hanging computer screen in my office, there is a list of about 30 large publicly…
Quadruple Options Expiration + Summer Friday = Lot’s of Noise but No Music
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…
Thoughts from John Tamny and Another Beach Success
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…