Archive for March, 2008
Market Meltdowns: Then and Now
In my last post comparing the Savings and Loans Crisis in the late 1980s to the current Subprime Mortgage Crisis, you might have gotten the impression that the two events are just about the same. All you have to do is replace junk bonds with mortgage backed securities.
Unfortunately, that’s not entirely true and there is [...]
Weekend Diversions: Starbury
Alright, after quite an eventful week in the markets, I think we all need a break from the investing talk. What better way to take a break than think of ways to spend your money? Obviously, as investors, we’re still always looking for value and Starbury shoes offer just that. Say what you will about [...]
read more »Market Meltdown History Lesson
For those of you that are new to investing or haven’t experienced financial meltdowns like the one we’re seeing currently, I thought I’d write up a post on a somewhat similar situation which arose about twenty years ago. Contrary to what it may have seemed like the last 10 years, our capital markets are happy [...]
read more »Portfolio B Update
In another move to the portfolio, I picked up shares of Bank of America a few days ago and dropped my position in Aetna. As I mentioned a few weeks back about the shifting outlook in healthcare, Aetna is likely the health insurer in the best shape to weather the storm. That being said, any [...]
read more »Trading Centex (CTX)
When I added funds to Portfolio A in September, I claimed that I would use some a portion of the funds to create a regular trading position to go with the other intermediate term picks. In very short time, I found Apple, Google, and Humana to be great buys for various reasons and had the [...]
read more »Portfolio Moves & Update 3/24/08
Just announcing a few portfolio moves today. As the market outlook seems to be stabilizing and we seem to be entering a near term rally (no speculation on how long it will last), I’ve decided to move around some positions in order to try to take advantage.
Portfolio A
I realize that in the last few months [...]
