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blog Institutional
Investment
Management
 /  Admin

Naughty and Nice

We've been busy checking our list once, checking it twice, trying to figure out which sectors have been naughty and which have been nice. And in spite of two continued lumps of coal in the housing and banking secto... read more
blog Wealth
Management
 /  Admin

A Risky Time for Tax Increases

While we are bullish on the equity markets, particularly for growth investors, there are always risks. One of the primary risks for 2008 will likely be the Presidential election. Typically, it hasn't mattered a who... read more
blog Financial
Planning
 /  Admin

A Reader Asks...

A Reader Asked "I would like your opinion re: the largest pension funds in the U.S. changing their asset allocation reducing their U.S. equities significantly. Are foreign and emerging markets going to reap thew be... read more
blog Institutional
Investment
Management
 /  Admin

Monsters and Muck

The market is just on fire today. I can't say that any one piece of news has sparked the rally, but it is a monster rally all the same. At this moment in time, the S&P 500 and Russell 1000 Growth indices are up 1.8... read more
blog Institutional
Investment
Management
 /  Admin

Abu Dhabi, Citigroup Convertibles, and Trotter Treadmills

The Abu Dhabi Investment Authority invested $7.5 billion of much needed capital into Citigroup through the purchase of convertible bonds today. The bonds must be converted to Citigroup equity at $32 to $37 per shar... read more
blog Institutional
Investment
Management
 /  Admin

Stuffed

The last three months of each year follows the same pattern. Trick or Treat, Stuffed Turkey, and then Santa Claus. A crescendo of gluttony beckons and then drowns us in a boat of commercial gravy. Today’s Cleveland... read more
blog Wealth
Management
 /  Admin

Volatility Anyone

The market continues to vacillate significantly approaching the lows we saw in August as we head into this holiday weekend. For instance, our portfolio has been up as much as one and half percent today and down as ... read more
blog Wealth
Management
 /  Admin

Engines & Brakes

Earnings season is almost officially over, which is good news to our ears as it has been a tough one for stocks. Since peaking at the end of October, the S&P 500 and Russell 1000 Growth Indices have declined 7% whi... read more
blog Wealth
Management
 /  Admin

Digging the Dollar (or Not)

Everyone loves to talk about the dollar these days. Even super models are in on the action. It's THE thing to do. Mention the dollar at a cocktail party and people will gather around and bob their heads up and down... read more
blog Wealth
Management
 /  Admin

Hammered

The markets are getting slammed again today and while all the indices are down like yesterday, some are more so than others. Technology, which has enjoyed a very strong run off the August lows is getting hit the ha... read more
blog Financial
Planning
 /  Admin

Random Musings

For what it's worth read more
blog Institutional
Investment
Management
 /  Admin

Clear as Mud

Over time, energy stocks tend to follow the price of oil quite closely. The price of oil has climbed from $20 a barrel five years ago to $97 a barrel today. Over the same time, one of the most popular Energy Exchan... read more
blog Financial
Planning
 /  Admin

La La Land

Large write offs at several high profile financial companies have weighed on the markets in recent days. These major financial blunders are a reminder that there are no free lunches. Unless you're living in La La L... read more
blog Wealth
Management
 /  Admin

What's Lurking Around that Corner?

At about this time last quarter, folks were completely obsessed with what the Fed's next move would be. While folks certainly care this time around, the issue just doesn't seem to engender the same sense of urgency... read more
blog Wealth
Management
 /  Admin

Stress Test

Earlier this week, I had my first stress test. I'm not talking about the work, marriage, or children kind, but the good, old fashioned, "hop on a treadmill and stress your heart" kind. Oh, the joys of turning forty... read more
blog Institutional
Investment
Management
 /  Admin

A Commemorative Sell Off

The market is undergoing a healthy 2% sell-off today. In addition to a renewed plunge in short term treasury rates (likely related to a flight to quality following renewed credit concerns associated with several ba... read more
blog Institutional
Investment
Management
 /  Admin

Oil, Ken Burns, Putin, & Iran

Oil prices have spiked in recent days. Some are concerned that these higher oil prices will hurt the consumer. I'm not so sure I agree. Oil prices have been "higher" for quite some time now and the consumer has con... read more
blog Wealth
Management
 /  Admin

My Neighbor's Candy

I read another surprising statistic yesterday, which was passed along by our salesman at ISI Group. According to Bloomberg, China has 106 billionaires this year, up from just 15 last year. A billion dollars is alot... read more
blog Institutional
Investment
Management
 /  Admin

Planting for a Bigger Harvest

Some interesting data came across my desk this morning, confirming what we've suspected in our blog musings and economic updates over the past few days and weeks. According to TrimTabs data released this morning, t... read more
blog Institutional
Investment
Management
 /  Admin

Trick or Treat!!!

By the time Halloween rolls around, we should be pretty well through earnings season. While I suspect we'll have more treats than tricks, this time of the year is always just a little bit spooky. A few materials an... read more
blog Institutional
Investment
Management
 /  Admin

Up, Up and Away!

We own a company that reported solid results last night. The numbers were outstanding year over year, but generally inline with expectations. The stock is up 10% this morning. I only point this out because merely "... read more