Small Trade
Yesterday we executed a trade for large accounts selling American Tower (AMT). We bought the stock in October 2009 at about $38.60 and sold it yesterday near $59.35. It was generally a great hold for over the two years and the gain obviously was a nice...
Emerging Markets
The CFA Institute had a shindig with one of the sessions being about how much emerging market exposure to have and Seeking Alpha posted a recap of the session. The basic take was that most investors are not only under-invested but also under-benchmarke...
Indepth Analysis Of Egyptian Political Consequence
"Not so fast my friend."
Election Coverage
In its election coverage CNBC just asked former New Jersey Governor Christine Todd Whitman what the priority should be.That's easy, they need to Fix It!!
Monday Randoms
First up is that my wife went to her 20th high school reunion on Saturday (we learned with my tenth how boring reunions are for the spouse so I didn't have to go). A milestone like this (quasi-milestone anyway) can be a good time for a self assessment ...
Deflation, Is It Coming?
Yesterday was kind of an odd day around the ole blogosphere as Market Folly and ETFdatabase each ran almost the same post about how to invest in a deflationary environment. I did not see mention of a cross posting so I just chalk it up to coincidence.E...
This Could Be Interesting…
...but I'm not sure how.Quite a while back I wrote a post or two about the S&P 500 Put Write Index which has symbol PUT. It is a fairly new index that is based on selling naked index puts along the lines of the S&P 500 Buy Write Index which has...
The First Real Sign Of Treasury Problems?
Graham Summers posted a detailed account of why last week's 30 year US Treasury auction could be considered to have been a failed auction. The key takeaway for me was that primary dealers (they have to buy) accounted for 47% of auction while indirect b...
Sith Lords or Something Else?
The notion of Skeletor is much funnier than Sith Lords.BTW there is a now a group on Facebook called Sith Lord Conspirators.
Bernanke
Ben Bernanke's comments about AIG not only sounded awful but it seemed like even he didn't believe them.This should remind us of the great philosopher from the late 20th century, George Louis Constanza who said "it is not a lie if you believe it."
