Monthly Archives: July 2008

Getting To Know Ratchets

You’ve probably been wondering how capital impaired firms such as Merrill Lynch, WaMu, Citigroup and others can continue to scour the globe in need of fresh capital to shore up their deteriorating balance sheets. The key to attracting new money … Continue reading

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Media Garbage

Over 5 years ago, I wrote the article “Your Worst Enemy to Successful Investing—the Media,” the content which is still true today. Al Thomas, author of “If It Doesn’t Go Up, Don’t Buy It!” recently expanded on my thoughts by … Continue reading

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A Black Diamond Slope

To me, yesterday’s market activity, as reflected by the chart from MarketWatch, resembled a black diamond ski slope, which I always tried to avoid during my skiing years just as I now try to stay away by not being an … Continue reading

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Tracking The Hedge

Many readers have sent in questions as to how I track the current hedged mutual fund positions I am holding. Since the funds are not a buy at this point, I have identified them as Fund A and B in … Continue reading

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Sunday Musings: An Unsound Banking System

It’s no secret that the credit/banking crisis has the potential of bringing down not just only small banks but some of the big boys as well. As I mentioned before, the FDIC has hired some retired bank specialists who were … Continue reading

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Do You Know These Numbers?

I have mentioned from time to time that many investors (or advisor clients for that matter) have very good intentions, but seem to fight a constant battle with their short-term fear pitted against their long-term resolve. Many times, the former … Continue reading

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