Archive for February 2010
The Worst Investment Management Compensation System Ever
February 16, 2010 · Category: Hedge Funds, The Investment Advice Business
I just read a shocking article in on the front page of today's Money & Investing section in The Wall Street Journal: "Losing A Ton And Still Making A Killing", Dennis Berman, February 16, C1 . ...
Posted by Greg Feirman · No Comments »
The 1934 Midterm Elections
Expected to pick up a few score seats, the Republicans lost thirteen instead. The voters elected a new House of 322 Democrats, 103 Republicans, and ten Progressives or Farmer-Laborites. Never in the history of the ...
Posted by Greg Feirman · No Comments »
Senator Bayh (D-Indiana) Will Not Seek Re-Election
February 16, 2010 · Category: Politics
There is too much partisianship and... too much narrow ideology [in Washington]. Even at a time of enormous national challenge, the people's business is not getting done.
All of this and much more has led me ...
Posted by Greg Feirman · No Comments »
Dollar Love
Two prominent articles on the dollar rally/euro crash. One in Barron's this weekend:
"Will The Euro's Pain Be U.S. Stocks Gain?", Kopin Tan, Barron's, February 13.
And then on the front page of today's WSJ:
"Dollar Up As ...
Posted by Greg Feirman · No Comments »
Sac Bee: Granite Community Bank In Big Trouble
February 11, 2010 · Category: Sacramento
Problem loans for residential and land development have placed Granite Community Bank, a small lender in Granite Bay, at risk for failure and seizure by the government, according to regulatory filings and banking analysts.
The bank ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Deja Vu All Over Again
February 9, 2010 · Category: Macro Economics, Market Commentary, Sentiment Analysis, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · 2 Comments »
Kass: Short Retail Stocks
February 9, 2010 · Category: Macro Economics, Stocks
Q: What is one investment theme which you are very confident in for 2010?
A: I am most confident in the notion that the consumer will be an albatross around the neck of our domestic economy ...
Posted by Greg Feirman · No Comments »
Dorfman: Invest For The 2nd Stage Of The Bull Market
February 8, 2010 · Category: Market Commentary, Sentiment Analysis
From Jan. 19 through Feb. 4, the Standard & Poor’s 500 Index, a decent gauge of the overall U.S. stock market, dropped about 8 percent.
Among the reasons sparking the decline were President Barack Obama’s proposed ...
Posted by Greg Feirman · No Comments »
World’s Biggest Economic Sophist On Why Deficits Don’t Matter
February 5, 2010 · Category: Macro Economics
These days it’s hard to pick up a newspaper or turn on a news program without encountering stern warnings about the federal budget deficit. The deficit threatens economic recovery, we’re told; it puts American economic ...
Posted by Greg Feirman · 1 Comment »
The End Of The Bullshit Rally
February 4, 2010 · Category: Market Commentary
Here is an e-mail I just sent to my Dad and some friends of mine interested in the stock market:
Volume is picking up a bit in the last hour here as the major indexes hit ...
Posted by Greg Feirman · No Comments »
