Bull vs. Bear
Throughout the day I am consumed in macro and market updates. I have come across several well respected investors who have outlined their position (bullish or bearish) position in the market. …
Monthly Archives: April 2010
Market Morsels
Today’s update will provide some insights into current market conditions, as well as why large budget deficits may not be a harbinger of higher rates down the road (that is if history is any guide).
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I’m Back
No I am not talking about myself after a brief break from writing, but market uncertainty and volatility. Today we saw the global equity markets pullback and risk-aversion trades take hold. …
The Week In Review
After a whirlwind trip to visit family in Ohio I am back in the saddle. I am currently working to finalize the quarterly newsletter and it should be out by the end of this week. It was quite a
weekend on and off the field. …
Cash Is King
One of the byproducts of the credit crisis was the conservation of cash by corporations around the globe. Currently non-financial corporations are sitting atop a treasure trove of over $800 billion
in cash. …