Brokerage Firm

June 28, 2008

  • Underlying Market Themes

     Looking at relative strength changes really helps to drive home underlying themes in the market. (…)

June 21, 2008

  • Bear Stearns executives arrested

    Oh boy, these kinds of headlines are never good.
    Two former Bear Stearns portfolio managers were arrested this week, not because they did a poor job of managing money. (…)

June 16, 2008

  • Exchange Traded Funds becoming more mainstream

    In just the last month, assets in exchange traded funds increased $17 billion. Total assets in ETF's now total over $600 billion, according to State Street Global Advisors of Boston. (…)

May 20, 2008

  • How Smart is The Crowd?

    Do you remember the television program, "Who wants to be a Millionaire"?The show was actually featured in a terrific book "The Wisdom of Crowds" by James Suriowiecki. (…)

March 25, 2008

  • Recession Worse than Expected?

    There was an article distributed nationwide, written by the Associated Press, and carried locally in the Asbury Park Press on March 22, 2008. (…)

March 22, 2008

  • Goldman Stearns and Lehman Sachs

    All these firms hold the same investments.
    There is STILL considerable risk in the group.
    Why did this happen to just Bear Stearns? (…)

March 16, 2008

  • Bear Stearns, part II

    UPDATE: Sunday evening, 03/16/2008: Bear Stearns to be acquired by JPMorgan Chase for $2.00 in stock swap deal.
    That is NOT a typo!
    The stock closed at $30 on Friday. On Thursday, it was $57.00. (…)

March 15, 2008

  • Bear Stearns, part I

    The news surrounding Bear Stearns on Friday morning was not good! There are several important elements to this story. (…)

February 15, 2008

  • Cutting Losses Short

    Most Wall Street recommendations to buy are based on projected future revenues and/or projected future earnings. Projected. Or you could say, "predicted". (…)

November 23, 2007

July 28, 2007

  • Making Money in Stocks

    Is it true that high net worth investors focus only on generating the highest returns? No! The ultra-wealthy focus primarily on risk management. These people are not gamblers. (…)

May 17, 2007

  • Country Funds Rock

    Lots of people are buzzing because the Dow is at 13,000. Let me tell you, the return over the past six years from the Dow Jones is less than what you could have earned in a money market account. (…)