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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 […]
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 […]
I was away this week as the news came out about the Bear Stearn’s bail out buy out. There’s been a ton written on the subject already, but I thought I’d collect a few of the best pieces out there and throw my two cents in. Many pundits seem up in arms that the Fed […]
Maybe I’m showing a bit of hubris here by attempting to share my investment predictions for the next year. But, what’s a blog for right? This post is pure conjecture, but I will revisit it in a year to see how close any of predictions were. So, let’s do a run down of a few […]
It would seem that we’re off to an inauspicious Post-Halloween period. Unfortunately, credit market turmoil has continued to rear its ugly head and massive writedowns throughout the financial sector and throughout the world are starting to cause some real concerns about the economy in the US. Goldman Sachs decided to add fuel to the fire […]
The rally in US equities the last few weeks has finally resulted in breakouts to all time highs in the Dow and S&P 500. The NASDAQ also sits at an 7-year high. While the bullrush in the Dow (and large caps in general) seems to have calmed down a bit, the highs in the S&P […]
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