Submitted by Lance Roberts of StreetTalk Advisors
The Straw That Potentially Breaks The Camels Back
Read more »Submitted by Lance Roberts of StreetTalk Advisors
The Straw That Potentially Breaks The Camels Back
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Submitted by David Galland of Casey Research
Ben Graham’s Curse On Gold
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I got a laugh out of this headline:
Delta Airlines and the Pilots Association are suing the Exim bank for financing Air India. I think they have a great case. I hope they win.
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We must have been asleep, because we totally missed this phenomenon about shit people say.... read more >
Read more »Life insurers and healthcare plan companies are preferred on the Street with Aflac (AFL), Cigna (CI) and WellPoint (WLP) all receiving "buys". Based on my review of the fundamentals and multiples analysis, I find strong upside for all of the firms.
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The S&P 500 has had the best start to the year since 1997, and Gas Prices are accelerating rapidly. Two interesting analogs may be useful to think about the next moves in these markets and whether we see divergence.
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$$$ Schapiro Questions Role of High-Frequency Traders [WSJ]
$$$ Morgan Stanley veterans plan advisory boutique Dean Bradley Osborne or DBO Partners [FT]
Read more »On February 17, former model-cum-entrepreneur Tyra Banks became a graduate of Harvard Business School. What did Banks learn during her time there and, more importantly, what wisdom is she now equipped to impart on the current and future business leaders of the world? Glad you asked. 1. You’re running an army here– don’t be afraid to get…
Read more »Real Estate Investment Trusts, REITs, are a form of business that sells stocks in order to invest in real estate. REITs were essentially what made Collateralized Debt Obligations (CDOs) possible. Before the most recent financial crises, REITs set the stage for the real estate market to boom. A couple years ago, REITs went through a boom/bust cycle. That is, the stocks increased remarkably in value within a short amount of time, then crashed horrifically and suddenly, exactly what happened in the most recent housing crises.
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Here’s a delightful idea that is also a nice piece of synergy. Apparently Yale economist and half-a-housing-index Robert Shiller has been floating this idea since 2009 but I just saw it today in a new Harvard Business Review piece (via Counterparties): Corporations use a combination of debt and equity to finance their investments and operations.…
Read more »Faithful Assistant passed me a cellphone. “It’s for you…it’s a woman.” My stomach knotted. Women calling a bookie’s office? Bad news. I don’t have any female customers, but they’re usually a headache: most of the time they’re not betting for themselves, but for some sharp guy who wants to stay anonymous. If they’re not customers,…
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