Every day US equity investors awaken and check futures trading and the latest news from Europe. What might seem like small tidbits of information have major effects on the total market cap for US stocks. It may not make sense, but it is the reality. In this environment, it is important to ask: Whom do […]
At "A Dash" our principal mission is identifying the real experts on various topics. There are so many sources of information and analysis. The business models for financial media depend upon ratings, so popularity rules. The easiest way to connect with readers or viewers is via the anecdote, the dramatic chart, and analysis that can […]
Here at "A Dash" we see the Summer of 2009 as a key time for investors. Doug Kass is calling the summer a "snoozefest" but there has been plenty of action within a broad trading range. Some themes have been working. How shall we find new ones? We started our summer research by identifying and […]
At "A Dash" we think the time is right for high-yield bonds. We hold profitable positions in these securities in personal and client accounts. The yields offer an attractive alternative to most of the common shares, and have less chance of default or dilution. Naturally, we are very attentive to comments on prospects for these […]
The greatest strength of financial blogs is also a potential weakness. There is so much information that readers frequently rely upon the interpretation of the writer. Most people do not click through to the supporting links. They go to their favorite sources for information, and generally rely upon the interpretation of the writer. We know […]