Japan
We want to let you know we are watching with great interest what is happening in Japan. As most of you know we look at this potentially catastrophic event as if the glass is “half full” not half empty!...
View ArticleDeadlines, Debt Limits, and EARNINGS
Minnesota’s shutdown and the current negotiations in Washington, D.C. surrounding the debt ceiling have been capturing the national and market headlines in recent weeks. They highlight the potential...
View ArticleStep Away From the Ledge
Hi Everyone, As we see the recent increase in volatility continue I want to assure you we are evaluating our next move(s) every day, hour, and it seems like minute. Straight forward, no B.S., this is a...
View ArticleWHY INVESTORS ARE AFRAID AND MAD AS HELL!
FEAR and ANGER are the two dominant attitudes of the average American investor today and rightly so. You are fearful about your future and angry at those who are responsible and not doing anything...
View ArticleManaging Through Up and Down Markets
During the last 60 trading days, the S&P 500 Index has had 37 days of intra-day price swings of more than 2%. There have been both up days (up 11% since October 4th) and down days (down 18% prior...
View ArticleDeleveraging –> Baby Steps For Now!
Leveraging did not occur overnight, and the process of “deleveraging” government balance sheets will not happen overnight either. In the aftermath of 2008, the U.S. government recapitalized banks and...
View ArticleEmerging Markets Are Not Europe
We continue to see the Emerging market stocks get beat up as the global economy has cooled and the U.S. and European debt problems percolate every day. We believe that current headlines and TV talking...
View ArticleClimbing the Wall of Worry!
This week is the one year anniversary of the rating downgrade of U.S. government debt. America had AAA rating for over 70 years, and last year’;s downgrade brought warnings from many that the interest...
View ArticleHow Bad Is It?
As we expected, the volatility of the market to the downside is testing everyone’s patience. The market continues to go down as the confidence in leadership to get a deal done on our debt situation...
View ArticleFiscal Cliff, Slope, or Obstacle Course?
The financial media is filled with year-end dire warnings of catastrophic consequences of the U.S. economy falling over the “fiscal cliff”. Could this really happen? It could, but probably not. We and...
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