Insights

 

CIO Vantage Point
December 23, 2009 Posted by

'Twas the year before mortgage reform, when all through the House Not a creature was stirring, not even Tiger's spouse. The proposals were hung by the lectern with care, In hopes that private lenders soon would be there. The members were nestled all snug in their beds, While visions of campaign donations danced

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Economic Outlook
December 15, 2009 Posted by

Managing one's psychological state is critical for the successful investor. This includes everything from finding balance between quantitative and qualitative inputs to ensuring you are mentally sharp when critical decisions must be made. The same, I guess, could be said for almost any endeavor. 
 

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Economic Outlook
December 08, 2009 Posted by

There are those who foresee the decline of American power in this world and a corresponding increase in the strength of the so-called BRIC nations, ultimately leading to deterioration in the United States' influence over world affairs. I admit I've found myself making statements that lean in such a direction. This overhang of doubt and uncertainty that started long before the current recession is feeding on itself, creating the real possibility of these scary consequences. But it needn't be so.

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Economic Outlook
December 01, 2009 Posted by

Sunday, Monday, Happy Days Tuesday, Wednesday, Happy Days Thursday, Friday, Happy Days The weekend comes My cycle hums Ready to race to you Charles Fox and Norman Gimble (writers) The phrase "jump the shark" refers to the 1977 episode of

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Economic Outlook
November 24, 2009 Posted by

Over the river and through the woods To grandmother's house we go The horse knows the way to carry the sleigh Through white and drifted snow! - Traditional It's been over two years since the extendible commercial paper issued by Ottimo Funding Ltd. extended — something it was never supposed to do. Though we ca

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Economic Outlook
November 17, 2009 Posted by

In the movie Idiocracy, "Private Joe Bauers, the definition of average American," is selected by the Pentagon to be the guinea pig for a top-secret hibernation program. Forgotten, he awakes 500 years in the future. He discovers a society so incredibly dumbed down that he's easily the most intelligent person alive.

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Economic Outlook
November 10, 2009 Posted by

In a previous column, I wrote that there is a desirable level of tax* revenue for every economy and that it necessarily changes over time. It is found at the peak of the utility curve for taxation, which is a difficult curve to define.

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Economic Outlook
November 04, 2009 Posted by
I have always been a value investor. It always made sense to me that prices can be off-market for short periods of time, but tend to revert to the appropriate clearing level, acting as an equalizer between supply and demand. Basically, different views on value compete in the open marketplace until prices settle. We've all seen this mechanism in action time and time again.
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