Seeking Alpha

Jake Zamansky

 
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  • Puerto Rico Bondholders See No Light At The End Of The Tunnel
    Mon, Aug. 11 MUB, PZA, TFI 4 Comments

    Summary

    • UBS Puerto Rico Bond fund holders are suffering huge losses.
    • Oppenheimer And Franklin Templeton Funds contain large positions in Puerto Rico debt.
    • These funds are being crushed.
  • Puerto Rico's Economy Is Gasping For Air
    Mon, Jul. 28 MUB, PZA, TFI 6 Comments

    Summary

    • Puerto Rico passed a law allowing government corporations to file for bankruptcy.
    • Bondholders have challenged the law in court.
    • Bondholders are likely to suffer losses.
  • Is Wall Street Setting Us Up For A Redo Of The 2008 Bubble Burst?
    Thu, Jul. 17 16 Comments

    Summary

    • Worldwide asset bubble is growing.
    • Investors need to beware of a 2008 redo.
    • Investors should beware of exotic high yield investments.
  • The Supreme Court Strikes Again: The Court Rules Against Business And In Favor Of Employee Stock Rights
    Tue, Jul. 1 FITB 13 Comments

    Summary

    • The Supreme Court rules for employees in an ERISA class action.
    • Fiduciaries are not entitled to a "Presumption Of Prudence."
    • Fiduciaries can be held liable for employees' stock losses.
  • The Supreme Court Deals A Blow To Big Business In Favor Of Investors
    Thu, Jun. 26 HAL 4 Comments

    Summary

    • The Supreme Court dealt a blow to big business in the Halliburton case.
    • The case preserved the "fraud on the market theory."
    • Investors retain their rights to sue in class action cases for fraud.
  • Investors Get Steamrolled By IRA Rollovers
    Mon, Jun. 23 25 Comments

    Summary

    • Retirees are rolling over their company 401(k) accounts to IRA accounts.
    • Such rollovers often entail higher fees and risk.
    • Investors should carefully consider their IRA rollover options.
  • Hedge Funds And Alternative Investments Are Too Complex And Costly For Mom And Pop Investors
    Wed, Jun. 18 1 Comment

    Summary

    • Hedge funds have not performed well in the past few years.
    • Hedge funds are inherently risky.
    • Retail investors should be careful investing in hedge funds.
  • Investors Should Beware Of Brokers Who Churn
    Mon, Jun. 9 1 Comment

    Summary

    • Stockbrokers continue to churn customer accounts.
    • Churning involves excessive trading to generate commissions.
    • Investors should review their accounts for churning.
  • Did Phil Mickelson Get A Wall Street Mulligan?
    Mon, Jun. 2 CLX 7 Comments

    Summary

    • Phil Mickelson is being investigated for insider trading.
    • Mickelson received a tip about Carl Icahn's Clorox bid.
    • Mom and Pop investors never have this edge.
  • Investors Are Chasing Yield At Their Own Peril
    Tue, May. 27 35 Comments

    Summary

    • Investors are piling into risky corporate bonds and pink sheet stocks.
    • Investors and financial advisors need to evaluate these risks.
    • Investors could get burned if defaults occur.
  • Retirees, Beware The Variable Annuity 2.0
    Fri, May. 23 25 Comments

    Summary

    • Variable annuity sales are down.
    • New "investment focused" annuities are being issued.
    • Investors should beware of these products.
  • Puerto Rico Takes A Flurry Of Body Blows
    Wed, May. 14 MUB, PZA, MUNI 13 Comments

    Summary

    • Puerto Rico is taking financial hits.
    • Tax revenues are down and bonds are being downgraded.
    • Doral Financial is in danger of default on bonds and notes.
  • Beware Of The Equity Indexed Annuity
    Wed, May. 7 5 Comments

    Summary

    • Stockbrokers have been pitching "Equity Indexed Annuities."
    • FINRA has been scrutinizing such sales.
    • Red flags include "switching" and high commissions.
  • The Velvet Rope Of Private Equity Opens For Retail Investors
    Tue, Apr. 29 2 Comments

    Summary

    • NASDAQ will open private equity sales to retail investors.
    • Private equity investing entails significant risks.
    • Investors do not appreciate these risks.
  • What Should Investors Know About Their Broker?
    Thu, Apr. 24 1 Comment

    Summary

    • Investors do no due diligence on their stockbrokers.
    • Many stockbrokers fail to disclose negative information.
    • FINRA will address this problem.
  • Puerto Rico Bond Offering: The New 'At Risk' Trade
    Mon, Apr. 14 1 Comment

    Summary

    • The March Puerto Rico bond offering was sold primarily to hedge funds.
    • Puerto Rico municipal bonds were previously sold primarily to retail buy and hold investors.
    • The hedge fund purchasers flipped their holdings shortly after the purchases, fearing a likely restructuring of the debt.
  • High Speed Insider Trading And How It Hurts Mom And Pop Investors
    Tue, Apr. 8 Comment!

    Summary

    • High frequency traders (HFT) make tiny profits on hundreds of thousands of trades a day.
    • HFTs are “frontrunning” retail investors and taking their profits.
    • Regulators may charge the HFTs with insider trading.
  • The SEC Must Follow Puerto Rico's Investor Protection Lead
    Tue, Apr. 1 1 Comment

    Summary

    • Puerto Rico has a fiduciary duty rule for financial advisors.
    • The SEC has failed to implement a fiduciary duty rule governing advisors in the mainland states.
    • The SEC should follow Puerto Rico's lead and adopt a fiduciary duty rule.
  • Tapping Into Home Equity To Buy Stocks Is A Very Risky Proposition
    Tue, Mar. 25 18 Comments

    Summary

    • Financial advisors are recommending that retail investors tap their home equity to buy stocks.
    • This strategy harmed investors in years 2000 and 2008.
    • The risks do not outweigh the benefits.
  • More Variable Annuity Pitfalls, This Time At AXA
    Fri, Mar. 21 AXAHY 11 Comments

    Summary

    • New York state fined AXA Equitable Life $20 million.
    • AXA failed to adequately report changes in retirement income contracts.
    • AXA's changes limited investor gains.
  • Is Puerto Rico's Bond Deal Its Last Act?
    Tue, Mar. 11 MUB, PZA, MUNI 8 Comments

    Summary

    • Puerto Rico's new bond offering signals risk warning.
    • The bonds may not be able to pay.
    • Existing bondholders may need to brace for a potential restructuring.
  • Puerto Rico Bond 'Alternative' Investors To Square Off Against Retail Investors
    Wed, Mar. 5 MUB, PZA, MUNI 1 Comment

    Summary

    • The upcoming Puerto Rico bond offering will be sold to hedge funds.
    • Current Puerto Rico bonds are held by retail investors.
    • These two groups are likely to clash.
  • Will The Supreme Court Give Investors A Punch In The Gut?
    Mon, Mar. 3 3 Comments
  • More Puerto Rico Debt On The Way
    Fri, Feb. 21 8 Comments
  • For Puerto Rico Bondholders, The Chickens Have Come Home To Roost
    Thu, Feb. 13 10 Comments
  • 2014 Will Be Another Terrifying Year For Puerto Rico Bond Investors
    Tue, Jan. 14 MUB, PZA, MUNI 8 Comments
  • Why Investors Should Be Wary Of 2014
    Fri, Jan. 3 5 Comments
  • With A Downgrade On Debt Imminent, Puerto Rico Needs A Visit From Santa Claus
    Dec. 29, 2013 PZT 7 Comments
  • Puerto Rico Bonds 'Scoop And Toss' - When Increasing Yield Is Not A Good Thing
    Dec. 10, 2013 Comment!
  • Is Puerto Rico Too Big To Fail?
    Dec. 6, 2013 1 Comment
  • Puerto Rico Leads The Way In Investor Protection
    Nov. 29, 2013 HYD, HYMB 2 Comments
  • How Wall Street Has Profited From Puerto Rico's Misery
    Nov. 17, 2013 PZT 10 Comments