Monthly Archives: September 2011

Asset Allocation points to RALLY!

Very many years ago I published an obscure article in ‘Benefits Canada’ that demonstrated (using data on institutional fund managers) asset allocation by professionals is not much different from behaviour by retail investors.  The dollars allocated to an asset class … Continue reading

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Doing the Bernanke Twist!

What is hoped to be accomplished with the Twist? Watch fun video then read below: Plans to flatten the yield curve seemed to have worked for at least one day. Many analysts suggest that Bernanke and company are working to … Continue reading

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Obama Robin Hood? Good luck with that!

Tax the rich to what? Give to the poor? Like any thinking person should agree – great idea but can’t be done. Ever since the Chinese invented feudalism, 2000 years before Europe by the way, our economic and social order … Continue reading

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Short Selling: Poop and Scoop!

The latest battle against short-sellers has been declared by Rui Feng, CEO of Silvercorp Metals Inc. The company operates silver mines in China. Sino-Forest’s woes (as happens in so many instances) opens the door to spread fear about any public … Continue reading

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Commodity Conundrum – gold, copper, nickel…

Although gold is a metal, its price has very little to do with cycles in the global economy and more to do with psychology and a myriad of other variables – and which are important at a given time is … Continue reading

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Shrinkage: Jobs in Financial Services

Employment in financial services – four years ago rich and bloated, are shrinking as quickly as George Costanza (of Seinfeld) coming out of the pool. Los Angeles Times, Sept. 10, 2011 “Bank of America Corp. is preparing to slash 40,000 … Continue reading

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Market undervalued? YES!

“According to Ford Equity’s research, based on current earnings, expected growth, and current interest rates, the S&P Midcap 400 Index is undervalued.” I prefer a sampling of mid-sized companies when considering valuations, since the really large capitalization stocks nowadays can … Continue reading

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