Author: admin

Wringing of Hands: QE2, Gold, and the Dollar

QE2. What to make of it? On a stand alone basis, I don’t make that much of it. More of the same ineffective policy. Must it lead to a debasement of the dollar and hyperinflation? Nah. That’s just the current undies-in-a-bunch worry that has everyone’s attention. I agree with Alan Blinder’s recent OpEd in the

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Tips For Job Seekers and a Look At Rising Yields

We recently did some successful hiring, but the process gave me some tips for job seekers that I would like to share. Plus, I’ll take a look at rising yields To view this video on YouTube and comment, click here.  

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Thoughts on the Election and Unemployment

– How to stay current on the upcoming elections – Thoughts on unemployment To view this video on YouTube and comment, click here.

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Turning Japanese?

Lately, there have been a lot of comparisons made between Japan’s economy of the last twenty years, and what we might be facing here in the United States. If you ask the question, “Name a major economy in the past century that’s seen both a stock market bubble and a real estate one, whose banks

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The Good, The Bad, and The Ugly 2.0 in the Markets

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Ten Reasons I’m Bearish

As you know from our postings of late, we became bearish on growth assets (stocks, REITs, commodities, etc.) earlier this year and got maximally bearish at the end of June. In this high-risk environment, everything we’re doing is in the name of protecting asset values. If markets move materially against us (upward), it will come

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An Argument For Beta

Beta…or the measure of an instrument’s reactivity to market returns…I’ll provide a fundamental, technical, and behavioral case for it. To view this video on YouTube and comment, click here.  

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