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Kenan Samms

Returns: Don't BANK On It!

Anxieties around the banking sector have once again paralyzed the markets. With Citigroup and Bank of America trading like lottery tickets and negative surprises emanating from State Street and others, we seem to be right back ...READ»

Kenan Samms

Economic Stimulus: We Cannot Afford To Not Afford It

Monday, January 19, 2009 IOUSA Markets declined precipitously last week as the kick off of 4th quarter earnings season validated expectations that there would be no corporate earnings, and the banking system received its first cash ...READ»

Kenan Samms

For Investors in 2009, Flat is the new Up!

Monday, January 12, 2009 Happy New Year! The best thing I have to say about 2008 is that it’s over.  The stock market logged its worst performance since 1931 and the non-government related bond market had its worst year ever.  ...READ»

Kenan Samms

Government Claus

Monday, December 22, 2008 Government Claus Monetary and fiscal favors showered Wall Street last week, even though they should have been on the naughty list. In completely unprecedented action, the Federal Reserve dropped their ...READ»

Kenan Samms

The 4 Horsemen of Recovery: Investor, Lender, Consumer and Multiplier

Monday, December 8, 2008 Motion vs. Movement In a Mid-October Insight we offered the following prediction: I believe we have now entered purgatory. Valuations are low enough, but we have too much uncertainty to expect an immediate ...READ»

management-stocks

Thanksgiving Week Roundup: Markets and The Economy

Friday, November 28, 2008 In a shortened week that received absolutely dismal economic news, Washington awoke from its most recent policy slumber and made real progress in the War on Scarcity. President-elect Obama must be ...READ»

Kenan Samms

Should We Invest With "Great Expectations?"

Monday, November 24, 2008 Holiday Discounters Investment markets of every type continue to discount their inventories to try to lure shoppers. It’s clearly demonstrated by dwindling trading volumes that investment shoppers remain ...READ»

management-stocks

What To Do When You're In The Investment Rapids...

With the political world in turbulence, how can we expect anything different from the markets? Due to the political transition, the uncertainties surrounding fiscal stimulus, tax policy, regulatory policy, trade policy, and leverage standards, many participants don’t know the rules of the game any more.READ»

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The "O"nknown: The Challenges Ahead for Obama

Congratulations, President-elect Obama.  You have defied the odds, rewritten history and inspired a nation.  But while we will always remember the pomp and circumstance of your arrival, you might well find that you prefer the ...READ»

management-stocks

The Financial Roundup: An October To Forget

Investor returns for the month of October have been frightening. The S&P 500 shed 15% this month and registered historic volatility. Of the 23 trading days in the month, only 7 closed positive. They were resoundingly positive, however.READ»

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