The Politics of Investments Friday, September 18, 2009
The Race from Bretton Woods
Posted Sun Sep 20, 2009
Remember: Performance is not an outcome, it is a discipline
Friday, September 4, 2009
Cue September
Posted Tue Sep 15, 2009
Performance is not an outcome, it is a discipline...
Tuesday, August 18, 2009
"Leveling off"
Posted Thu Aug 20, 2009
Buy in May and Go Away!
Wednesday, June 3, 2009
Buy in May
Posted Thu Jun 4, 2009
Washington Briefing May 2009
Friday, May 8, 2009
Mr. Waddell Goes to Washington
Posted Mon May 11, 2009
From Housing to Banks to Revenue...
Friday, April 24, 2009
SOU Viewing Reminder
Posted Mon Apr 27, 2009
This one has not gotten away!
Monday, April 20, 2009
Waddell Stimulus
Package
Posted Sun Apr 19, 2009
Showtime!
Monday, February 9, 2009
Showtime
Posted Sun Feb 8, 2009
Super Bowl Indicators
Sunday, February 1, 2009
Bravo!
Posted Sun Feb 1, 2009
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 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.
Posted Sat Jan 24, 2009
Economic Stimulus: We Cannot Afford To Not Afford It Monday, January 19, 2009
IOUSA
Posted Mon Jan 19, 2009
For Investors in 2009, Flat is the new Up! Monday, January 12, 2009
Happy New Year!
Posted Sun Jan 11, 2009
Government Claus Monday, December 22, 2008
Government Claus
Posted Tue Dec 23, 2008
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:
Posted Sun Dec 7, 2008
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.
Posted Fri Nov 28, 2008
Should We Invest With "Great Expectations?" Monday, November 24, 2008
Holiday Discounters
Posted Sun Nov 23, 2008
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.
Posted Mon Nov 17, 2008
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 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.
Posted Mon Nov 10, 2008
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.
Posted Mon Nov 3, 2008
Investing Is A Marathon, Not A Sprint
Sound and Fury
Posted Sat Oct 25, 2008
