15 Dec 2015

Junk Bond Selloff Continues

…on the five-year US Treasury note. It’s not a perfect comparison because the durations don’t match exactly, but it’s close enough to get the idea; the duration on the Treasury…

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7 Dec 2015

Stocks Pop on Unemployment Data

…course.’ The crowed laughed approvingly. West Texas Intermediate (WTI) crude fell -2.23 percent to $40.11 on news that OPEC decided against a product cut. OPEC has been increasing production to…

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3 Dec 2015

Stocks Reverse Solid Gains (Exactly)

…in the separate publicly traded Yahoo Japan that is worth $8.5 billion and the $5.9 billion in net cash and short-term investments. Those three assets alone come to $46.4 billion,…

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1 Dec 2015

A Good Way to Give Back

…an appeal and we would make another gift. We weren’t very proactive or even organized (which I don’t like admitting). That’s all changed because when you log onto the account,…

28 Dec 2015

Market Forecasts Part 1

…healthcare, energy, technology, financials or consumer staples? Like the last question, this is impossible. The thinking behind my emerging markets pick leads me to pick energy, but it’s a real…

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28 Jan 2014

Client Goals Trump Everything

…conservative,’ should the have more stocks and what other institutional accounts were doing. I naturally went to my stock answer, which is, ‘it depends on client circumstances.’ My answer seemed…