Year: 2012

ALERT – Valentine Ventures Modifying Investment Posture

Valentine Ventures is again sharing what it has recently done to its investment portfolio.  This week, Chief Investment Officer Bill Valentine shares with viewers the thinking behind the most recent change to the Growth holdings strategy and what that change is. As always, information about Valentine Ventures investing is not intended to be construed as

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Support Our Going Over The Fiscal Cliff !

This week, Bill Valentine explains that the absolute best resolution to the current budgetary negotiation would be a failed resolution, and thus the full implementation of the tax hikes and spending cuts, known as the Fiscal Cliff, thrust upon our nation. It is clear based on the proposals on the table that our elected officials

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ALERT – Valentine Ventures Modifying Investment Posture

Last week, Valentine Ventures modified its investment portfolio in response to changes in the risk markets.  In a rare explanation of what the firm is doing with client portfolios, Bill Valentine shares what the change was and how to interpret it. As always, information about Valentine Ventures investing is not intended to be construed as

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Tax Strategies for 2012

This week, Bill explains various strategies that can be employed to lower taxable gains on capital assets and how Exchange Traded Funds (ETFs) can be used as place holders for investments that you ultimately want to hold, but for which you might want to harvest losses from in the current year, without creating a “wash

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Five Takeaways From The Election For Investors

The election is over and, as I mentioned in the prior Weekly Update, the numbers from InTrade played out as predicted.  The House and Senate numbers also bore out. The emotional fever amongst the nation is still running high.  But as investors, what is the most logical way to view our possible economic futures?  How

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Handicapping The Election

Join me this week for a look at the possible outcomes for the election, as measured on some of my favorite trading and political websites (like www.intrade.com and www.realclearpolitics.com), and see how I’m “Handicapping The Election”.  

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Does The Unemployment Rate Really Measure Unemployment?

There is a lot of banter at the moment about the nation’s unemployment number…is unemployment growing or shrinking?  Depending on who you ask, the answer can be a little bit like Family Feud.  But the truth isn’t as simple as Richard Dawson turning around to ask “Survey says…?” I thought it might be helpful to

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Apple Died When Jobs Did

On the one year anniversary of Steve Jobs’ passing, I find myself reflecting on the impact he had on industry and society.  Jobs could be considered a modern day Leonardo daVinci, but has Apple lost it’s luster now that he is gone?  Will the current and future management teams provide the kind of innovation and

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The Fiscal Cliff and Elections Don’t Matter

Have you noticed the rising uneasiness amongst investors, as well as the increase in media noise, regarding the Fiscal Cliff and the Elections, specifically as they relate to the markets? I call it the latest “Whaddabout…?”  Whaddabout the Fiscal Cliff?  Whaddabout the Election? It’s human nature, but people make too big a deal out of

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Is Ben Bernanke Smarter Than A Fifth Grader?

The big news this week (well, other than that phone thing) was the Fed’s announcement that they would continue purchasing mortgage-backed securities in an effort to continue stimulating the economy.  QE3 is here.  Markets liked the news, up almost 2% since the announcement. The public reaction, though, has been another story.  If you look at

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