Monthly Archives: January 2010

Provocative Piece on Commercial Real Estate

Download 2010-1-25 John Mauldin An Insider's View of the Real Estate Train Wreck – John Mauldin's Outside the Box – InvestorsInsight.com | Financial Intelligence, Advice & Research : Investment Strategies & Planning for Individual Investors. The current volume of defaults … Continue reading

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Talk of a 10% Market Correction, and Why

NYT: Volatility and Politics Are Feeding Fears of a Market Correction  

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Fascinating Story of Quant Funds during Market Meltdown

Download 2010-1-23 The Quants: Formula for a Meltdown – WSJ.com An older article about this topic: Download 9-7-07 WSJ How Market Turmoil Waylaid the 'Quants' The unusual behavior of stocks that PDT tracked had begun sometime in mid-July and had … Continue reading

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Deflation is the Fear, not Inflation

Download 2010-1-23 John Mauldin Thoughts on the End Game "The lesson of history, then, is that even as institutions and policy makers improve, there will always be a temptation to stretch the limits. Just as an individual can go bankrupt … Continue reading

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Current State of the Economy

http://www.Russell.com/Helping-Advisors/Markets/EconomicRecoveryDashboard.asp?DCMP=EMC-dashupdt20100122  

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Check out these Personal Investing/Spending Tools

Fast Company: Wanna Know How Your Neighbors Spend Their Money? It's All on Bundle.com These days, there are few things more valuable than finding your virtual doppelganger–a "friend" who shares many, if not most, of your tastes and traits. On Last.fm, … Continue reading

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Founder of Vanguard on Financial Market Fixes

Download 2010-1-19 John C. Bogle: Restoring Faith in the Financial Markets – WSJ.com First, the folly of short-term speculation has replaced the wisdom of long-term investing as the star of capitalism. A rent-a-stock system has replaced the earlier own-a-stock system. … Continue reading

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Founder of Vanguard on Financial Market Fixes

Download 2010-1-19 John C. Bogle: Restoring Faith in the Financial Markets – WSJ.com First, the folly of short-term speculation has replaced the wisdom of long-term investing as the star of capitalism. A rent-a-stock system has replaced the earlier own-a-stock system. … Continue reading

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An Alternative Point of View on Wall Street – David Stockman

NYT: Taxing Wall Street Down to Size The author of this op-ed piece, David Stockman, was Reagan's boy wonder budget director.  When a piece this hard-hitting comes from a former Reaganite, we must pay attention.  I don't like it, but … Continue reading

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Why Goldman Should Care About Main Street’s Opinion

Daily Beast Blog: What Wall Street Really Fears CCC:  Wish I had written this blog post.  There is a strong case to be made as to the value Wall Street adds.  Please make it, CEOs! The hearings into the roots … Continue reading

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