Federal Commitments Total $5 Trillion

There is a rising tide of negativity about "bailout nation."  Public opinion has been in opposition each step of the way, most recently on the auto bridge loan, announced today and analyzed by us here. The problem in the media characterizations is that everything is described as a "bailout" since that is the story that […]

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Let’s Get Negative!

On occasion our business takes us out of the world of investments and face-to-face with management.  It is a good reality check.  So many of those in the punditry are convinced that they would do better than those in Congress, better than those managing auto companies, and better than those teaching at major universities. Readers […]

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Election Day Rally

When two events happen at the same time, there is a strong psychological basis for connecting them. Today is such a day.  The widely-expected end of the election and Obama victory is somehow getting linked to the stock market.  We discuss this, and future investment opportunities, at our sister site, ElectionStocks.com.  Please check it out […]

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A De-Leveraging Date with Destiny

To understand today's market you only needed information from 230 B.C. Give me a lever long enough and a place to stand, and I will move the world. For investing consumers of financial media there has been a parade of posturing pundits.  All are happy to explain the same three things: Our financial system had […]

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