Investments

The Politics of Investments

David S. Waddell — Sun, 20 Sep 2009 11:50:43 -0400

Friday, September 18, 2009

The Race from Bretton Woods

Why small firms are better, when it comes to investment banking-Robin Trehan

Robin Trehan — Wed, 16 Sep 2009 13:25:19 -0400

We’ve all heard the saying “bigger is better”. But when it comes
to investment banking, that’s not always the case. Now more than ever, smaller
firms can offer a myriad of advantages over their bigger counterparts.

Remember: Performance is not an outcome, it is a discipline

David S. Waddell — Tue, 15 Sep 2009 14:38:38 -0400

Friday, September 4, 2009

Cue September

Performance is not an outcome, it is a discipline...

David S. Waddell — Thu, 20 Aug 2009 10:21:43 -0400

Tuesday, August 18, 2009

"Leveling off"

Middle East Gets a Virgin Galactic Space Port, Satellite Launch Powers

Kit Eaton — Tue, 28 Jul 2009 08:45:26 -0400

Abu Dhabi-based investor Aabar has announced it's buying a third of Virgin Galactic--Richard Branson's nascent space company. And as part of the $280 million deal, the middle east will get a spaceport and satellite-launch facility.

Buy in May and Go Away!

David S. Waddell — Wed, 03 Jun 2009 22:42:34 -0400

Wednesday, June 3, 2009

Buy in May

Washington Briefing May 2009

David S. Waddell — Sun, 10 May 2009 21:42:12 -0400

Friday, May 8, 2009

Mr. Waddell Goes to Washington

From Housing to Banks to Revenue...

David S. Waddell — Sun, 26 Apr 2009 20:27:39 -0400

Friday, April 24, 2009

SOU Viewing Reminder

This one has not gotten away!

David S. Waddell — Sun, 19 Apr 2009 10:10:08 -0400

Monday, April 20, 2009

Waddell Stimulus Package

Showtime!

David S. Waddell — Sun, 08 Feb 2009 17:57:35 -0500

Monday, February 9, 2009

Showtime

Super Bowl Indicators

David S. Waddell — Sun, 01 Feb 2009 13:10:22 -0500

Sunday, February 1, 2009

Bravo!

Returns: Don't BANK On It!

David S. Waddell — Sat, 24 Jan 2009 14:28:59 -0500

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 into the fall of 2008. The governmental solution at the time was the TARP plan, which morphed from a toxic asset purchase plan into a capital injection plan and now may be morphing back into a toxic asset purchase plan. Truth is, the conversation must be an “and” conversation and not an “or” conversation at this point.

Economic Stimulus: We Cannot Afford To Not Afford It

David S. Waddell — Mon, 19 Jan 2009 11:38:12 -0500

Monday, January 19, 2009

IOUSA

For Investors in 2009, Flat is the new Up!

David S. Waddell — Sun, 11 Jan 2009 17:53:53 -0500

Monday, January 12, 2009

Happy New Year!

Government Claus

David S. Waddell — Mon, 22 Dec 2008 21:51:22 -0500

Monday, December 22, 2008

Government Claus

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

David S. Waddell — Sun, 07 Dec 2008 14:41:20 -0500

Monday, December 8, 2008

Motion vs. Movement

In a Mid-October Insight we offered the following prediction:

Thanksgiving Week Roundup: Markets and The Economy

David S. Waddell — Fri, 28 Nov 2008 11:05:41 -0500

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.

Should We Invest With "Great Expectations?"

David S. Waddell — Sun, 23 Nov 2008 18:59:41 -0500

Monday, November 24, 2008

Holiday Discounters

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

David S. Waddell — Sun, 16 Nov 2008 19:54:20 -0500

Monday, Noevember 17th 2008

The beatings will continue until morale improves

The "O"nknown: The Challenges Ahead for Obama

David S. Waddell — Mon, 10 Nov 2008 13:59:28 -0500

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 pursuit to the prize. It was inevitable that whichever candidate won the race on November 4 would likely find himself in the position of the dog that caught the car.

The Financial Roundup: An October To Forget

David S. Waddell — Mon, 03 Nov 2008 13:12:06 -0500

Friday, 31st October 2008

Investing Is A Marathon, Not A Sprint

David S. Waddell — Sat, 25 Oct 2008 16:30:01 -0400

Sound and Fury

The Worldly Investor, David S. Waddell

David S. Waddell — Sun, 19 Oct 2008 23:13:15 -0400

Friday, October 17, 2008

Purgatory

This week, hope re-entered the picture. After the most punishing decline in stock prices since the Great Depression, the markets heeded the call in last Friday’s email and went up nearly 1,000 points on Monday. Frankly, this rally offered me little comfort, because 1,000-point swings in either direction are not indicative of a healthy market.

The Worldly Investor, David S. Waddell

David S. Waddell — Mon, 13 Oct 2008 17:10:55 -0400

Weekly Strategic Insight

Friday, October 10, 2008

Rubber Room

It would be an understatement to call this market period unprecedented. All of the economic, fundamental and technical research cannot explain the current course of events. It is for this reason that celebrated money managers worldwide appear suddenly foolish. Market strategists carry MBAs, PhDs and CFAs, leaving them woefully unprepared for irrational periods requiring advanced degrees in political science and psychology.