Friday, September 18, 2009
The Race from Bretton Woods
Poignancy will not be lost in
this edition of the strategist. I write to you this week from Bretton
Woods in
New Hampshire as I prepare to embark on a ...READ»
Friday, September 4, 2009
Cue September
As if simply following the
media script, markets finally pulled back again this week after
relentless gains.
Measuring the severity of the fall, last Friday we closed at ...READ»
Tuesday, August 18, 2009
"Leveling off"
In the Fed’s FOMC release on
Wednesday, Bernanke and Co. asserted that from their vantage point, the
economy is "leveling off". This shift in language from "stabilizing" ...READ»
Wednesday, June 3, 2009
Buy in May
Students of the Stock Traders Almanac will tell
you that market returns over the best six month period of the year (November 1st thru April 30th) tend to trump those of ...READ»
Friday, May 8, 2009
Mr. Waddell Goes to Washington
Earlier this week, Stacie and I had a terrific opportunity to travel to Washington for a comprehensive debriefing. Through my membership in the Society of ...READ»
Friday, April 24, 2009
SOU Viewing Reminder
To view the 2009 State of the Union videos on Youtube click here.
From Housing…
We concluded last week’s edition of the ...READ»
Monday, April 20, 2009
Waddell Stimulus
Package
The family trip to Disney World has done wonders
for Disney shares. Our adventure last week drove them up 8%. Orlando appears to be recession resistant ...READ»
Monday, February 9, 2009
Showtime
I remember having breakfast with one of our treasured clients on Thursday, September 18th. He asked me if I felt that the markets could repair themselves. I responded emphatically, ...READ»
Sunday, February 1, 2009
Bravo!
If you haven’t picked up a copy of Thursday’s Wall Street Journal, please do. It reads like Hemingway. I laughed, I cried, I liked it better than "Cats." The world suffers no ...READ»
