Monthly Archives: January 2009

How Long will Ken Lewis Keep his CEO Job at BoA?

"Who needs the government to create a new “bad bank” when it has Bank of America?  Deal-making by the chief executive, Ken Lewis, has made the institution a de facto repository for all manner of toxic assets." Bank of America's … Continue reading

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DJIA Math is Convoluted

A story found by Steve Soloway.  Thanks, Steve. The Dow is Distorted

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What if Nations Funding Our Debt Change Their Minds?

A provocative opinion piece in the WSJ.  He's right — the money must come from somewhere.  Others do not share this view.  But he makes an interesting point. Excerpt: "the nations funding the majority of America's public debt — most … Continue reading

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Market Timing: Picking the right 10 days (out of 29,694)

Great article about forecasting (Wall Street is always, but always overly optimistic) and marketing timing.  Check out this excerpt: "Prof. Estrada found that if you took away the 10 best days, two-thirds of the cumulative gains produced by the Dow … Continue reading

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What the Obama Administration is Planning for Financial Regulation

From the front page.  Rule of Thumb:  always read front-page news from the NYT on financial issues. NYT Obama Plans Fast Action to Tighten Financial Rules "The Obama administration plans to move quickly to tighten the nation’s financial regulatory system. … Continue reading

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Jeremy Siegel Speaks on “What Really Lies Behind the Financial Crisis?”

This Wharton professor is a well-respected expert on financial markets.  He recently spoke to undergraduates last week, and an edited version of his remarks is below: Jeremy Sigel 1-21-09

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A Fascinating Glimpse into the Future

George Freidman of Stratfor is highly regarded for his geopolitical views.  His forthcoming book, The Next 100 Years: A Forecast for the 21st Century is #11 on Amazon's non-fiction bestseller list even in pre-release.  The article linked below gives you … Continue reading

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Perspective on Government Policies and the Markets

Great charts included – check them out first, read the prose as your interest dictates.  From John Mauldin, an ever-thoughtful analyst. The Great Experiment

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