Law360.com, a premium website for US securities attorneys, may even be of interest to some of us who are simply focused on what’s happening in the capital market, particularly the financial media who, too often I think, get caught up in pushing the wrong buttons. Let’s face it, the financial
Marketbeat.com has provided us a piece of investment research that I much appreciate. In fact, that company has reviewed all research Buy and Strong Buy recommendations from 146 broker-dealers for 2015, plus 135 such firms for 2014 and 217 of them over several years. They have calculated the average 12-month
Perhaps the most difficult task a portfolio manager can do in the modern (post-2008) era is to provide clients with a one-year outlook for capital markets. The underlying problem is that capital markets no longer operate via basic laws of nature and where common sense leads to price discovery. In
As we celebrate the holiday season, my thoughts are full of gratitude to clients and readers for your kind support following my homecoming this year. With the aid of new technology, we can now look forward to a bright 2017. Digital technology for wealth managers was highlighted in “Megatrends that
A recent comment in the blog made reference to DryShips Inc (NASDAQ:DRYS), perhaps wondering if the Marine Freight (GICS:20303010) and Ports (GICS:20305030) industries are so deeply over-sold they represent a Value play in the market today. Maybe the comment came because of the incredible leap (followed by collapse) in the
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a gallery of type and scrambled it to make a type specimen book. It has survived not only five centiries,
I wrote these notes before the ashes of Fidel Castro had been interred in the cemetery at Santiago de Cuba nearby other famous Cuban Generals. Although he ceded authority eight years ago in this country, which was the year before I visited Havana in the first of almost annual treks,
4Q2016 Gold market notes I am presuming the World Gold Council (WGC) maintains the most accurate statistical records of matters pertaining to gold in the world. However, their excellent data speaks to a different truth than what we often read from the usual names in the media. After reading the
A time to reconsider the bond market. The President-elect’s designate for the position of Treasury Secretary is not a former leader of Humongous Bank & Broker (HB&B), but he is an expert on bonds. Ergo: one thumb up. His first remarks about extending bond maturities to 50 to maybe 100
The inevitable agreement between OPEC and non-OPEC oil producing countries has been reached. The Oil & Gas stocks are moving higher, which validates the investment position I took a few months ago. Moreover, the Dow 30 continues to lift as I had forecast a year ago and again about five
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