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Barton Biggs on Why Large Cap Stocks are Cheap

I like his thinking on this:

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More Evidence for a Buy America Investment Theme

As part of my blog about new media in financial services, I enjoy writing about investment themes and trends from time to time. Primarily this blog is about using online new media tools and resources to become a more successful investor. I’ll have a new ebook coming out soon on this subject so you may [...]

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Buy America-A New Investment Theme Emerging?

Buy America-A New Investment Theme Emerging?

Image via Wikipedia The United States has been through a difficult economic time.  In fact, one of the most difficult in history.  Our financial system nearly crumbled, thousands of jobs have been lost, the housing market collapsed with commercial real estate following suit, and the Government bailout has literally cost us trillions.  Many people, including [...]

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Telecoms May Be A Good Place to Sit

Telecoms May Be A Good Place to Sit

Image via Wikipedia Bill Gross has recently made a call to buy utilities in his monthly newsletter.  Why?  For one, they are already regulated and will not have to go through the transformation that other domestic industries are facing.  Secondly, in a slow growth environment, a company’s stock should yield more than it’s risky debt, [...]

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Arod

Baseball and Balanced Portfolios

Do home runs typically win the game or is it consistently hitting singles and doubles?  Home runs are certainly more exciting, and seem to be what we remember most about a great game.  I would argue though that most baseball games are won by the fundamentals…the small stuff done right.  The teams that can consistently [...]

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What is Your Confidence, Consumer?

What is Your Confidence, Consumer?

Have you checked your confidence lately?  Listen closely and look around you.  Here is what I mean:  There are more houses in my upscale urban neighborhood listed for sale than ever before, and the trend is not declining.  No one that I know of is making any large purchases (cars, computers, etc), rather, it appears [...]

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All That Glitters Is Not Gold

All That Glitters Is Not Gold

Most Financial Advisors have learned a lesson.  It’s a lesson that takes time to learn, but as you watch and listen to your senior colleagues, and as you experience the pain of your own ignorance, you finally begin to understand. The lesson is this:  What’s working, and what’s popular, is not always what’s best.  Wholesalers [...]

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